PGIM SHORT DUR HIG YLD OPP F (SDHY)
Institutional ownership reported to the SEC as of Q2 2026, across 23 quarters.
53
Reporting holders
$165.4M
Reported value
0.0%
Held as options
-2
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| MORGAN STANLEY | $23.9M | 1,455,778 | 0.00% | 23q | +5.7%+$1.3M |
| Atlas Wealth LLC | $18.5M | 1,127,260 | 2.63% | new | NEW |
| 1607 Capital Partners, LLC | $16.0M | 979,170 | 1.40% | 21q | -43.0%-$12.1M |
| Focus Partners Wealth | $12.3M | 747,903 | 0.01% | 3q | -7.6%-$1.0M |
| Allspring Global Investments Holdings, LLC | $10.1M | 615,485 | 0.02% | 17q | HELD |
| WELLS FARGO & COMPANY/MN | $9.1M | 553,848 | 0.00% | 23q | -53.3%-$10.4M |
| UBS Group AG | $8.9M | 540,342 | 0.00% | 23q | HELD |
| Pathstone Holdings, LLC | $8.0M | 489,956 | 0.02% | 11q | -5.6%-$474.8K |
| CITY OF LONDON INVESTMENT MANAGEMENT CO LTD | $7.4M | 452,098 | 0.45% | 20q | -17.2%-$1.5M |
| Advisors Asset Management, Inc. | $7.0M | 426,232 | 0.11% | 12q | +1.2%+$83.9K |
| Almitas Capital LLC | $6.0M | 364,674 | 1.43% | 15q | +103.8%+$3.0M |
| Invesco Ltd. | $4.8M | 293,993 | 0.00% | 21q | +0.9%+$43.5K |
| RAYMOND JAMES FINANCIAL INC | $3.3M | 203,535 | 0.00% | 7q | +1.1%+$36.1K |
| ENVESTNET ASSET MANAGEMENT INC | $2.9M | 178,859 | 0.00% | 7q | +10.0%+$266.9K |
| RIVERBRIDGE PARTNERS LLC | $2.7M | 164,714 | 0.08% | 10q | +1.4%+$36.1K |
| Thomas J. Herzfeld Advisors, Inc. | $2.3M | 138,168 | 0.70% | 7q | +21.7%+$403.0K |
| LPL Financial LLC | $2.0M | 123,531 | 0.00% | 10q | -47.1%-$1.8M |
| ROYAL BANK OF CANADA | $1.9M | 115,980 | 0.00% | 23q | -7.2%-$147.3K |
| Apollon Financial, LLC | $1.9M | 113,628 | 0.22% | 11q | +2.8%+$50.2K |
| OSAIC HOLDINGS, INC. | $1.7M | 106,066 | 0.00% | 23q | +389.6%+$1.4M |
| Closed-End Fund Advisors, Inc. | $1.6M | 97,293 | 1.56% | 3q | -8.6%-$150.8K |
| Logan Stone Capital, LLC | $1.6M | 95,166 | 0.33% | 3q | +124.3%+$864.4K |
| Carnegie Investment Counsel | $1.5M | 90,767 | 0.03% | 3q | HELD |
| Secure Asset Management, LLC | $1.5M | 90,072 | 0.21% | 9q | HELD |
| Aviance Capital Partners, LLC | $1.4M | 83,169 | 0.14% | 18q | +12.0%+$145.9K |
| EVOLVE PRIVATE WEALTH, LLC | $1.2M | 70,900 | 0.07% | 3q | -8.2%-$103.9K |
| OPPENHEIMER & CO INC | $964.8K | 58,866 | 0.01% | 22q | +2.1%+$19.7K |
| Shaker Financial Services, LLC | $899.5K | 54,881 | 0.28% | 14q | +18.5%+$140.7K |
| QUANTIFY CHAOS ADVISORS, LLC | $736.6K | 44,942 | 2.07% | 3q | +1.8%+$13.1K |
| Rockefeller Capital Management L.P. | $597.4K | 36,449 | 0.00% | 11q | +1.6%+$9.5K |
| RFG Advisory, LLC | $456.0K | 27,820 | 0.01% | 6q | -16.1%-$87.6K |
| CHOREO, LLC | $347.9K | 21,227 | 0.00% | 7q | +22.3%+$63.3K |
| Steward Partners Investment Advisory, LLC | $318.2K | 19,417 | 0.00% | 20q | -21.4%-$86.9K |
| TWIN PEAKS WEALTH ADVISORS, LLC | $282.1K | 17,212 | 0.06% | 2q | +135.2%+$162.2K |
| Noble Wealth Management PBC | $257.7K | 15,721 | 0.12% | 6q | +103.6%+$131.1K |
| Kestra Advisory Services, LLC | $256.7K | 15,662 | 0.00% | 2q | -1.8%-$4.7K |
| Balyasny Asset Management L.P. | $206.7K | 12,609 | 0.00% | 3q | -5.9%-$12.9K |
| STIFEL FINANCIAL CORP | $200.9K | 12,256 | 0.00% | 3q | HELD |
| CITADEL ADVISORS LLC | $194.1K | 11,844 | 0.00% | new | NEW |
| PENSION & WEALTH MANAGEMENT ADVISORS, INC. | $99.3K | 6,060 | 0.03% | 15q | +2.0%+$2.0K |
| Integrated Wealth Concepts LLC | $86.5K | 5,280 | 0.00% | new | NEW |
| IFP Advisors, Inc | $69.2K | 4,224 | 0.00% | 2q | +1408.6%+$64.6K |
| Pioneer Family Office, LLC | $49.9K | 3,045 | 0.03% | 3q | -37.9%-$30.4K |
| Clear Street Group Inc. | $26.9K | 1,642 | 0.00% | new | NEW |
| Global Retirement Partners, LLC | $25.9K | 1,580 | 0.00% | 2q | +21.1%+$4.5K |
| SIT INVESTMENT ASSOCIATES INC | $14.2K | 867,536 | 0.27% | 19q | -1.3% |
| Pinnacle Wealth Planning Services, Inc. | $9.7K | 589 | 0.00% | 3q | +50.3%+$3.2K |
| Y.D. More Investments Ltd | $8.4K | 97 | 0.00% | 2q | HELD |
| Tower Research Capital LLC (TRC) | $6.6K | 403 | 0.00% | new | NEW |
| Farther Finance Advisors, LLC | $5.4K | 328 | 0.00% | 2q | HELD |
| FIFTH THIRD BANCORP | $5.0K | 304 | 0.00% | 2q | -63.5%-$8.7K |
| COHEN & STEERS, INC. | $4.5K | 272,450 | 0.01% | 21q | HELD |
| WHITTIER TRUST CO OF NEVADA INC | $4.1K | 252 | 0.00% | 2q | HELD |
| WPG Advisers, LLC | $3.7K | 223 | 0.00% | 7q | +62.8%+$1.4K |
| Migdal Insurance & Financial Holdings Ltd. | $3.2K | 196 | 0.00% | 6q | HELD |
| HAZLETT, BURT & WATSON, INC. | $2.8K | 170,370 | 0.74% | 8q | -0.9% |
| Cambridge Investment Research Advisors, Inc. | $644 | 39,274 | 0.00% | 23q | +84.3% |
| Janney Montgomery Scott LLC | $604 | 36,864 | 0.00% | 8q | +10.4% |
Five percent filings
Anyone crossing 5% of a company must say so within days - far sooner than the next quarterly holdings report. A 13D declares an intent to influence the company; a 13G is the passive version. See all activist filings →
| Filed | Form | Filer | % of class |
|---|---|---|---|
| 2026-08-14 | 13G/A | 1607 Capital Partners, LLCwith 1 co-filers | 4.0% |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 53 | $165.4M | 10,091,716 | 5 | 24 | 15 | 0.0% |
| Q1 2026 | 55 | $164.2M | 10,250,060 | 11 | 16 | 20 | 0.0% |
| Q4 2025 | 52 | $193.8M | 11,777,641 | 10 | 16 | 18 | 0.0% |
| Q3 2025 | 42 | $191.9M | 11,474,240 | 2 | 17 | 17 | 0.0% |
| Q2 2025 | 43 | $199.5M | 11,845,144 | 3 | 23 | 14 | 0.0% |
| Q1 2025 | 49 | $194.4M | 11,780,420 | 8 | 22 | 15 | 0.0% |
| Q4 2024 | 48 | $190.5M | 11,805,400 | 6 | 22 | 10 | 0.0% |
| Q3 2024 | 52 | $190.9M | 11,426,230 | 4 | 18 | 20 | 0.0% |
| Q2 2024 | 59 | $174.8M | 11,402,341 | 7 | 27 | 16 | 0.0% |
| Q1 2024 | 59 | $235.8M | 15,339,777 | 9 | 30 | 13 | 0.0% |
| Q4 2023 | 57 | $202.8M | 13,520,229 | 12 | 27 | 7 | 0.0% |
| Q3 2023 | 49 | $156.1M | 10,770,661 | 11 | 16 | 13 | 0.0% |
| Q2 2023 | 43 | $154.1M | 10,328,399 | 5 | 14 | 19 | 0.0% |
| Q1 2023 | 38 | $146.6M | 9,888,722 | 4 | 16 | 10 | 0.0% |
| Q4 2022 | 38 | $138.4M | 9,409,156 | 6 | 16 | 10 | 0.0% |
| Q3 2022 | 48 | $148.4M | 10,346,035 | 5 | 19 | 17 | 0.0% |
| Q2 2022 | 45 | $149.0M | 9,974,250 | 9 | 19 | 9 | 0.0% |
| Q1 2022 | 39 | $151.5M | 9,054,034 | 5 | 19 | 5 | 0.0% |
| Q4 2021 | 38 | $152.6M | 8,281,432 | 13 | 14 | 6 | 0.0% |
| Q3 2021 | 27 | $90.6M | 4,827,050 | 11 | 9 | 2 | 0.0% |
| Q2 2021 | 19 | $82.2M | 4,123,760 | 8 | 6 | 3 | 0.0% |
| Q1 2021 | 13 | $64.7M | 3,383,883 | 6 | 7 | 0 | 0.0% |
| Q4 2020 | 7 | $12.6M | 616,817 | 7 | 0 | 0 | 0.0% |