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PSDM Institutional Ownership

PGIM Short Duration Multi-Secto
1W: -0.1% YTD: -1.2%
$50.05
-0.02 (-0.04%)
 
ETF CBOE · AUM $227.7M

Institutional Ownership — PSDM

42
Institutional Holders
+11 vs prior quarter
0.0%
Ownership
+0.00pp
107M
Total Invested
12
New Positions
15
Increased
13
Reduced
6
Closed
0.00
Put/Call Ratio

Ownership Trends

Top Institutional Holders (42 total)

# Holder Shares Value Change Change % Holding Period Filing
1 ENVESTNET ASSET MANAGEMENT INC 280,349 $14M -1,034 -0.4% 11Q SEC ↗
2 Rockefeller Capital Management L.P. 239,060 $12M +6,106 +2.6% 3Q SEC ↗
3 Thrivent Financial for Lutherans 229,755 $11M -9,425 -3.9% 5Q SEC ↗
4 Team Financial Group, LLC 218,467 $11M +17,872 +8.9% 11Q SEC ↗
5 ELEVATION POINT WEALTH PARTNERS, LLC NEW 175,262 $9M — +0.0% 1Q SEC ↗
6 Vestmark Advisory Solutions, Inc. NEW 175,069 $9M — +0.0% 1Q SEC ↗
7 JONES FINANCIAL COMPANIES LLLP 138,075 $7M +67,133 +94.6% 4Q SEC ↗
8 RAYMOND JAMES FINANCIAL INC 99,154 $5M +19,805 +25.0% 4Q SEC ↗
9 FOUNDERS FINANCIAL SECURITIES LLC 96,726 $5M -8,960 -8.5% 2Q SEC ↗
10 Steward Partners Investment Advisory, 89,779 $4M +7,052 +8.5% 2Q SEC ↗
11 LPL Financial LLC NEW 63,581 $3M — +0.0% 1Q SEC ↗
12 Tidal Investments LLC 60,494 $3M +4,714 +8.5% 3Q SEC ↗
13 STEEL GROVE CAPITAL ADVISORS, LLC 59,951 $3M -2,075 -3.3% 6Q SEC ↗
14 OSAIC HOLDINGS, INC. 59,646 $3M +735 +1.2% 10Q SEC ↗
15 CITADEL ADVISORS LLC 40,192 $2M +15,708 +64.2% 10Q SEC ↗
16 SAGESPRING WEALTH PARTNERS, LLC 39,771 $2M +916 +2.4% 2Q SEC ↗
17 JPMORGAN CHASE & CO 38,557 $2M +899 +2.4% 2Q SEC ↗
18 COMMONWEALTH EQUITY SERVICES, LLC 35,429 $2M -1,403 -3.8% 7Q SEC ↗
19 MML INVESTORS SERVICES, LLC 33,206 $2M -3,421 -9.3% 5Q SEC ↗
20 IFP Advisors, Inc 32,200 $2M +893 +2.9% 5Q SEC ↗
21 Essex Financial Services, Inc. 22,115 $1M +7,134 +47.6% 7Q SEC ↗
22 PRAIRIE ADVISORY, LLC NEW 16,384 $820K — +0.0% 1Q SEC ↗
23 Blue Line Capital, LLC / IL NEW 16,323 $817K — +0.0% 1Q SEC ↗
24 THOROUGHBRED FINANCIAL SERVICES, LLC 14,161 $709K +14 +0.1% 4Q SEC ↗
25 JANE STREET GROUP, LLC NEW 12,321 $617K — +0.0% 1Q SEC ↗
26 Cambridge Investment Research Advisors 10,526 $527K +6 +0.1% 4Q SEC ↗
27 GOLDMAN SACHS GROUP INC NEW 6,374 $319K — +0.0% 1Q SEC ↗
28 STIFEL FINANCIAL CORP NEW 6,200 $310K — +0.0% 1Q SEC ↗
29 World Investment Advisors 6,009 $301K — +0.0% 3Q SEC ↗
30 Cetera Investment Advisers NEW 5,307 $266K — +0.0% 1Q SEC ↗
31 Kingsview Wealth Management, LLC 4,397 $220K -1,586 -26.5% 2Q SEC ↗
32 MPWM ADVISORY SOLUTIONS, LLC NEW 2,287 $114K — +0.0% 1Q SEC ↗
33 Register Financial Advisors LLC 1,673 $84K +144 +9.4% 2Q SEC ↗
34 SECURITY NATIONAL BANK OF SIOUX CITY I NEW 301 $15K — +0.0% 1Q SEC ↗
35 Integrated Wealth Concepts LLC NEW 292 $15K — +0.0% 1Q SEC ↗
36 HARBOUR INVESTMENTS, INC. 250 $13K — +0.0% 4Q SEC ↗
37 Sound Income Strategies, LLC 0 $0K -1,631 -100.0% 1Q SEC ↗
38 TRUIST FINANCIAL CORP 0 $0K -4,281 -100.0% 1Q SEC ↗
39 KESTRA PRIVATE WEALTH SERVICES, LLC 0 $0K -5,888 -100.0% 2Q SEC ↗
40 Ascentis Independent Advisors 0 $0K -7,811 -100.0% 1Q SEC ↗
41 Wealthcare Advisory Partners LLC 0 $0K -16,403 -100.0% 2Q SEC ↗
42 Mariner, LLC 0 $0K -8,150 -100.0% 3Q SEC ↗

Recent Activity

Biggest Increases (15)
HolderAddedChange %Total Shares
JONES FINANCIAL COMPANIES LLLP +67,133 +94.6% 138,075
RAYMOND JAMES FINANCIAL INC +19,805 +25.0% 99,154
Team Financial Group, LLC +17,872 +8.9% 218,467
CITADEL ADVISORS LLC +15,708 +64.2% 40,192
Essex Financial Services, Inc. +7,134 +47.6% 22,115
Steward Partners Investment Advisor +7,052 +8.5% 89,779
Rockefeller Capital Management L.P. +6,106 +2.6% 239,060
Tidal Investments LLC +4,714 +8.5% 60,494
SAGESPRING WEALTH PARTNERS, LLC +916 +2.4% 39,771
JPMORGAN CHASE & CO +899 +2.4% 38,557
IFP Advisors, Inc +893 +2.9% 32,200
OSAIC HOLDINGS, INC. +735 +1.2% 59,646
Register Financial Advisors LLC +144 +9.4% 1,673
THOROUGHBRED FINANCIAL SERVICES, LL +14 +0.1% 14,161
Cambridge Investment Research Advis +6 +0.1% 10,526
Biggest Decreases (7)
HolderReducedChange %Total Shares
Thrivent Financial for Lutherans -9,425 -3.9% 229,755
FOUNDERS FINANCIAL SECURITIES LLC -8,960 -8.5% 96,726
MML INVESTORS SERVICES, LLC -3,421 -9.3% 33,206
STEEL GROVE CAPITAL ADVISORS, LLC -2,075 -3.3% 59,951
Kingsview Wealth Management, LLC -1,586 -26.5% 4,397
COMMONWEALTH EQUITY SERVICES, LLC -1,403 -3.8% 35,429
ENVESTNET ASSET MANAGEMENT INC -1,034 -0.4% 280,349

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms