# PGIM ETF TR (PULS)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/PULS/

- Reporting holders: 22
- Reported value: $159.4M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [Valeo Financial Advisors, LLC](https://holderbook.com/funds/1722641-valeo-financial-advisors-llc/) | $45.2M | 914,811 | 1.0% | 5 |
| [Persium Advisors, LLC](https://holderbook.com/funds/2033683-persium-advisors-llc/) | $30.6M | 618,064 | 16.0% | 1 |
| [BOS Asset Management, LLC](https://holderbook.com/funds/1965814-bos-asset-management-llc/) | $23.6M | 476,689 | 5.5% | 16 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $13.0M | 262,643 | 0.1% | 16 |
| [Stonebridge Financial Group, LLC](https://holderbook.com/funds/2009367-stonebridge-financial-group-llc/) | $10.5M | 212,381 | 0.8% | 8 |
| [VISTA INVESTMENT PARTNERS LLC](https://holderbook.com/funds/2023386-vista-investment-partners-llc/) | $8.5M | 172,348 | 2.2% | 1 |
| [COLLECTIVE FAMILY OFFICE LLC](https://holderbook.com/funds/1845066-collective-family-office-llc/) | $6.9M | 139,349 | 1.4% | 9 |
| [Client First Investment Management LLC](https://holderbook.com/funds/2018284-client-first-investment-management-llc/) | $3.8M | 77,792 | 1.8% | 3 |
| [First Citizens Financial Corp](https://holderbook.com/funds/1800597-first-citizens-financial-corp/) | $3.8M | 76,427 | 1.6% | 22 |
| [Avidian Wealth Enterprises, LLC](https://holderbook.com/funds/1471474-avidian-wealth-enterprises-llc/) | $3.1M | 62,448 | 0.1% | 6 |
| [STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC](https://holderbook.com/funds/2105785-stewardship-concepts-financial-services-llc/) | $2.3M | 46,404 | 1.5% | 1 |
| [First Heartland Consultants, Inc.](https://holderbook.com/funds/1428793-first-heartland-consultants-inc/) | $2.0M | 41,426 | 0.1% | 9 |
| [Intelligence Driven Advisers, LLC](https://holderbook.com/funds/1819955-intelligence-driven-advisers-llc/) | $1.7M | 33,748 | 0.3% | 11 |
| [City Center Advisors, LLC](https://holderbook.com/funds/2030341-city-center-advisors-llc/) | $1.4M | 27,859 | 1.1% | 7 |
| [Worth Asset Management, LLC](https://holderbook.com/funds/1927285-worth-asset-management-llc/) | $795.8K | 16,090 | 0.2% | 7 |
| [Nautilus Advisors LLC](https://holderbook.com/funds/2083253-nautilus-advisors-llc/) | $583.8K | 11,804 | 0.4% | 2 |
| [CoreCap Advisors, LLC](https://holderbook.com/funds/1902501-corecap-advisors-llc/) | $536.4K | 10,845 | 0.0% | 11 |
| [Everhart Financial Group, Inc.](https://holderbook.com/funds/1852858-everhart-financial-group-inc/) | $486.8K | 9,843 | 0.0% | 5 |
| [Cadent Capital Advisors, LLC](https://holderbook.com/funds/1803536-cadent-capital-advisors-llc/) | $292.7K | 5,917 | 0.1% | 1 |
| [MFA WEALTH ADVISORS, LLC](https://holderbook.com/funds/1688184-mfa-wealth-advisors-llc/) | $279.8K | 5,658 | 0.0% | 19 |
| [Versant Capital Management, Inc](https://holderbook.com/funds/1735057-versant-capital-management-inc/) | $15.4K | 311 | 0.0% | 5 |
| [Planning Strategies Inc.](https://holderbook.com/funds/2139665-planning-strategies-inc/) | $8.9K | 179 | 0.0% | 2 |
| [CX Institutional](https://holderbook.com/funds/1737089-cx-institutional/) | $35 | 700 | 0.0% | 4 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 22 | $159.4M |
| Q2 2026 | 473 | $12.1B |
| Q1 2026 | 443 | $10.6B |
| Q4 2025 | 415 | $9.4B |
| Q3 2025 | 394 | $10.8B |
| Q2 2025 | 369 | $8.5B |
| Q1 2025 | 350 | $8.1B |
| Q4 2024 | 335 | $6.7B |
| Q3 2024 | 303 | $6.9B |
| Q2 2024 | 291 | $6.3B |
| Q1 2024 | 248 | $6.9B |
| Q4 2023 | 253 | $6.2B |