PHYL Institutional Ownership
PGIM Active High Yield Bond ETF
1W: -0.8%
1M: -3.0%
3M: -4.4%
YTD: -4.6%
1Y: -4.9%
3Y: +19.9%
5Y: +10.9%
$33.48
+0.02 (+0.06%)
Weekly Expected Move ±0.6%
$33
$33
$33
$34
$34
Overview
Chart
Holdings
Changes
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Analysis
Peers
Institutions
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Short Interest
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Institutional Ownership — PHYL
148
Institutional Holders
+12 vs prior quarter
0.0%
Ownership
+0.00pp
1B
Total Invested
22
New Positions
69
Increased
43
Reduced
13
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (156 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | PRUDENTIAL FINANCIAL INC | 19,750,440 | $661M | -43,668 | -0.2% | 26Q | SEC ↗ |
| 2 | RAYMOND JAMES FINANCIAL INC | 2,300,545 | $77M | +966,780 | +72.5% | 7Q | SEC ↗ |
| 3 | State of New Jersey Common Pension Fun | 2,175,000 | $73M | — | +0.0% | 7Q | SEC ↗ |
| 4 | ENVESTNET ASSET MANAGEMENT INC | 1,515,098 | $51M | +155,091 | +11.4% | 12Q | SEC ↗ |
| 5 | AMERIPRISE FINANCIAL INC | 1,463,076 | $49M | +201,956 | +16.0% | 4Q | SEC ↗ |
| 6 | PNC Financial Services Group, Inc. | 831,843 | $28M | +108,615 | +15.0% | 9Q | SEC ↗ |
| 7 | Capital Analysts, LLC | 558,617 | $19M | +70,954 | +14.5% | 6Q | SEC ↗ |
| 8 | WELLS FARGO & COMPANY/MN | 541,401 | $18M | +20,573 | +4.0% | 8Q | SEC ↗ |
| 9 | Cetera Investment Advisers | 446,767 | $15M | +69,060 | +18.3% | 3Q | SEC ↗ |
| 10 | Thrivent Financial for Lutherans | 421,927 | $14M | +357,735 | +557.3% | 5Q | SEC ↗ |
| 11 | JPMORGAN CHASE & CO | 402,951 | $13M | +30,246 | +8.1% | 7Q | SEC ↗ |
| 12 | ROYAL BANK OF CANADA | 345,255 | $12M | +17,742 | +5.4% | 7Q | SEC ↗ |
| 13 | LPL Financial LLC | 338,055 | $11M | -117,104 | -25.7% | 26Q | SEC ↗ |
| 14 | MML INVESTORS SERVICES, LLC | 263,673 | $9M | +31,373 | +13.5% | 12Q | SEC ↗ |
| 15 | Inspire Advisors, LLC | 251,737 | $8M | +6,249 | +2.5% | 5Q | SEC ↗ |
| 16 | Ellenbecker Investment Group | 225,923 | $8M | +43,320 | +23.7% | 7Q | SEC ↗ |
| 17 | OneDigital Investment Advisors LLC | 209,495 | $7M | +29,874 | +16.6% | 24Q | SEC ↗ |
| 18 | RFG Advisory, LLC | 201,671 | $7M | -33,516 | -14.3% | 5Q | SEC ↗ |
| 19 | STIFEL FINANCIAL CORP | 196,728 | $7M | +39,315 | +25.0% | 7Q | SEC ↗ |
| 20 | CacheTech Inc. | 181,313 | $6M | +22,840 | +14.4% | 9Q | SEC ↗ |
| 21 | JONES FINANCIAL COMPANIES LLLP | 175,940 | $6M | +42,740 | +32.1% | 5Q | SEC ↗ |
| 22 | Fifth Third Securities, Inc. | 163,757 | $5M | +19,685 | +13.7% | 9Q | SEC ↗ |
| 23 | Advisory Resource Group | 160,895 | $5M | +12,731 | +8.6% | 6Q | SEC ↗ |
| 24 | Cambridge Investment Research Advisors | 158,459 | $5M | +31,380 | +24.7% | 3Q | SEC ↗ |
| 25 | Adams Wealth Management | 155,126 | $5M | +6,033 | +4.0% | 26Q | SEC ↗ |
| 26 | American Alpha Advisors, LLC | 153,056 | $5M | -482 | -0.3% | 8Q | SEC ↗ |
| 27 | Advyzon Investment Management, LLC | 151,989 | $5M | +71,690 | +89.3% | 2Q | SEC ↗ |
| 28 | Vestmark Advisory Solutions, Inc. | 146,793 | $5M | -18,928 | -11.4% | 8Q | SEC ↗ |
| 29 | KFA Private Wealth Group, LLC | 144,685 | $5M | +3,452 | +2.4% | 2Q | SEC ↗ |
| 30 | Integrated Wealth Concepts LLC NEW | 133,264 | $4M | — | +0.0% | 1Q | SEC ↗ |
| 31 | EARNED WEALTH ADVISORS, LLC | 132,951 | $4M | +24,327 | +22.4% | 6Q | SEC ↗ |
| 32 | HBW ADVISORY SERVICES LLC NEW | 128,680 | $4M | — | +0.0% | 1Q | SEC ↗ |
| 33 | Ocean Park Asset Management, LLC | 128,300 | $4M | — | +0.0% | 13Q | SEC ↗ |
| 34 | Foguth Wealth Management, LLC. | 127,575 | $4M | +1,215 | +1.0% | 3Q | SEC ↗ |
| 35 | Clarity Retirement & Wealth, LLC | 122,668 | $4M | +54,656 | +80.4% | 3Q | SEC ↗ |
| 36 | SAX WEALTH ADVISORS, LLC | 110,347 | $4M | +6,331 | +6.1% | 7Q | SEC ↗ |
| 37 | GAINLINE FINANCIAL PARTNERS, LLC NEW | 106,216 | $4M | — | +0.0% | 1Q | SEC ↗ |
| 38 | Stratos Wealth Partners, LTD. | 100,068 | $3M | -7,998 | -7.4% | 4Q | SEC ↗ |
| 39 | Mutual Advisors, LLC | 99,871 | $3M | +3,929 | +4.1% | 3Q | SEC ↗ |
| 40 | OSAIC HOLDINGS, INC. | 98,005 | $3M | +10,713 | +12.3% | 26Q | SEC ↗ |
| 41 | Smartleaf Asset Management LLC | 97,623 | $3M | — | +0.0% | 5Q | SEC ↗ |
| 42 | Keenan, LLC | 92,264 | $3M | +8,128 | +9.7% | 3Q | SEC ↗ |
| 43 | 49 WEALTH MANAGEMENT, LLC NEW | 88,121 | $3M | — | +0.0% | 1Q | SEC ↗ |
| 44 | ALONGSIDE, LLC NEW | 88,121 | $3M | — | +0.0% | 1Q | SEC ↗ |
| 45 | Breakwater Capital Group | 80,731 | $3M | -40,415 | -33.4% | 6Q | SEC ↗ |
| 46 | First Citizens Financial Corp | 73,581 | $2M | +9,182 | +14.3% | 13Q | SEC ↗ |
| 47 | PFW Advisors LLC | 67,184 | $2M | -48 | -0.1% | 7Q | SEC ↗ |
| 48 | Seros Financial, LLC | 66,993 | $2M | +5,284 | +8.6% | 2Q | SEC ↗ |
| 49 | RFG - Bristol Wealth Advisors, LLC | 59,114 | $2M | +2,620 | +4.6% | 4Q | SEC ↗ |
| 50 | Turner Financial Group, Inc. NEW | 54,769 | $2M | — | +0.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| Integrated Wealth Concepts LLC | 133,264 | $4M |
| HBW ADVISORY SERVICES LLC | 128,680 | $4M |
| GAINLINE FINANCIAL PARTNERS, LLC | 106,216 | $4M |
| ALONGSIDE, LLC | 88,121 | $3M |
| 49 WEALTH MANAGEMENT, LLC | 88,121 | $3M |
| Turner Financial Group, Inc. | 54,769 | $2M |
| J.W. COLE ADVISORS, INC. | 48,991 | $2M |
| Global Assets Advisory, LLC | 33,785 | $1M |
| KWB Wealth | 21,321 | $714K |
| COMMONWEALTH EQUITY SERVICES, LLC | 17,469 | $585K |
| COFG Advisors, LLC | 11,080 | $371K |
| PRINCIPAL SECURITIES, INC. | 9,558 | $320K |
| New Insight Wealth Advisors | 7,352 | $246K |
| Walleye Partners, LLC | 6,584 | $220K |
| Global Retirement Partners, LLC | 6,276 | $210K |
| Gotham Asset Management, LLC | 6,170 | $207K |
| MOSAIC FAMILY WEALTH PARTNERS, LLC | 5,768 | $193K |
| 1015 Capital Partners, LLC | 3,944 | $132K |
| Rockefeller Capital Management L.P. | 846 | $28K |
| FIDUCIARY FINANCIAL ADVISORS | 198 | $7K |
Sold Out (19)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Baer Investment Advisory LLC | 46,375 | $2M |
| FFG RETIREMENT ADVISORS LLC | 31,842 | $1M |
| Equitable Holdings, Inc. | 29,104 | $974K |
| FLOW TRADERS U.S. LLC | 22,406 | $750K |
| Claro Advisors Inc. | 21,861 | $732K |
| Ascentis Independent Advisors | 20,020 | $670K |
| ALEXANDER LABRUNERIE & CO., INC. | 11,746 | $393K |
| Hilltop Holdings Inc. | 11,095 | $371K |
| Private Advisor Group, LLC | 6,976 | $234K |
| Strategic Blueprint, LLC | 6,756 | $226K |
| PRIVATE TRUST CO NA | 6,667 | $223K |
| EP Wealth Advisors, LLC | 6,570 | $220K |
| Advisory Services Network, LLC | 1,520 | $51K |
| CX Institutional | 459 | $15K |
| STANCE CAPITAL LLC | 360 | $12K |
| Sound Income Strategies, LLC | 200 | $7K |
| NORTHWESTERN MUTUAL WEALTH MANAGEME | 131 | $4K |
| NBT BANK N A /NY | 35 | $1K |
| Merkkuri Wealth Advisors LLC | 0 | $0K |
Biggest Increases (20)
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| LPL Financial LLC | -117,104 | -25.7% | 338,055 |
| Spectrum Wealth Advisory Group, LLC | -85,058 | -77.2% | 25,119 |
| OLD MISSION CAPITAL LLC | -54,466 | -89.5% | 6,420 |
| JANE STREET GROUP, LLC | -51,675 | -87.9% | 7,106 |
| PRUDENTIAL FINANCIAL INC | -43,668 | -0.2% | 19,750,440 |
| Breakwater Capital Group | -40,415 | -33.4% | 80,731 |
| RFG Advisory, LLC | -33,516 | -14.3% | 201,671 |
| Vestmark Advisory Solutions, Inc. | -18,928 | -11.4% | 146,793 |
| Stratos Wealth Partners, LTD. | -7,998 | -7.4% | 100,068 |
| VICTORY FINANCIAL GROUP, LLC | -7,048 | -15.2% | 39,327 |
| LEVEL FOUR ADVISORY SERVICES, LLC | -6,888 | -34.2% | 13,245 |
| Petros Family Wealth, LLC | -2,351 | -24.7% | 7,176 |
| Gibbs Wealth Management | -2,324 | -5.1% | 43,224 |
| Integrity Financial Corp /WA | -2,245 | -8.6% | 23,967 |
| MRA Advisory Group | -1,920 | -3.7% | 49,794 |
| HICKS CAPITAL MANAGEMENT LLC | -1,843 | -12.9% | 12,398 |
| Gaddis Premier Wealth Advisors LLC | -1,458 | -13.7% | 9,161 |
| STEPHENS INC /AR | -1,377 | -10.5% | 11,797 |
| B. Riley Wealth Advisors, Inc. | -991 | -11.7% | 7,501 |
| Kestra Advisory Services, LLC | -770 | -8.1% | 8,685 |