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PSH Institutional Ownership

PGIM Short Duration High Yield ETF
1W: -0.5% 1M: -1.9% 3M: -2.5% YTD: -2.4% 1Y: -2.7%
$48.73
-0.04 (-0.08%)
 
Weekly Expected Move ±0.4%
$48 $49 $49 $49 $49
ETF CBOE · AUM $174.2M

Institutional Ownership — PSH

44
Institutional Holders
+3 vs prior quarter
0.0%
Ownership
+0.00pp
121M
Total Invested
6
New Positions
19
Increased
14
Reduced
9
Closed
0.00
Put/Call Ratio

Ownership Trends

Top Institutional Holders (47 total)

# Holder Shares Value Change Change % Holding Period Filing
1 LPL Financial LLC 340,590 $17M +113,168 +49.8% 5Q SEC ↗
2 IAG Wealth Partners, LLC 321,813 $16M +319,532 +14008.4% 2Q SEC ↗
3 COMMONWEALTH EQUITY SERVICES, LLC 279,598 $14M +9,807 +3.6% 6Q SEC ↗
4 Crumly & Associates Inc. 271,387 $13M +5,740 +2.2% 3Q SEC ↗
5 HighTower Advisors, LLC 202,156 $10M +513 +0.3% 7Q SEC ↗
6 TRUIST FINANCIAL CORP 158,423 $8M +104,875 +195.9% 5Q SEC ↗
7 Focus Partners Wealth 138,077 $7M +18,424 +15.4% 4Q SEC ↗
8 EverSource Wealth Advisors, LLC 120,121 $6M -2,762 -2.2% 4Q SEC ↗
9 MGO ONE SEVEN LLC 107,361 $5M -3,897 -3.5% 3Q SEC ↗
10 Stonebridge Financial Group, LLC/CA NEW 81,098 $4M — +0.0% 1Q SEC ↗
11 Sunrise Financial Services, LLC 78,991 $4M +5,485 +7.5% 3Q SEC ↗
12 ENVESTNET ASSET MANAGEMENT INC 60,246 $3M +36,376 +152.4% 5Q SEC ↗
13 Fjell Capital, LLC 60,047 $3M -156 -0.3% 6Q SEC ↗
14 Janney Montgomery Scott LLC 51,345 $3M +4,809 +10.3% 4Q SEC ↗
15 Private Advisor Group, LLC 32,041 $2M +17,149 +115.2% 4Q SEC ↗
16 JONES FINANCIAL COMPANIES LLLP 26,527 $1M +25,176 +1863.5% 2Q SEC ↗
17 Corient Private Wealth LP 22,484 $1M — +0.0% 7Q SEC ↗
18 Lakeshore Financial Planning, Inc. 20,047 $977K — +0.0% 4Q SEC ↗
19 First Heartland Consultants, Inc. 18,096 $882K +845 +4.9% 2Q SEC ↗
20 OSAIC HOLDINGS, INC. 16,996 $828K +9,853 +137.9% 9Q SEC ↗
21 JANE STREET GROUP, LLC 15,587 $760K +730 +4.9% 2Q SEC ↗
22 Parallel Advisors, LLC 8,191 $399K +4,164 +103.4% 5Q SEC ↗
23 Equitable Holdings, Inc. 8,120 $396K -6,555 -44.7% 4Q SEC ↗
24 Prosperity Financial Group, Inc. 6,700 $326K — +0.0% 5Q SEC ↗
25 HARBOUR INVESTMENTS, INC. 6,275 $306K +91 +1.5% 5Q SEC ↗
26 XML Financial, LLC 6,179 $301K +600 +10.8% 6Q SEC ↗
27 Stratos Wealth Partners, LTD. NEW 5,600 $273K — +0.0% 1Q SEC ↗
28 Moors & Cabot, Inc. 5,217 $254K -1,385 -21.0% 2Q SEC ↗
29 Indivisible Partners NEW 5,024 $245K — +0.0% 1Q SEC ↗
30 Cetera Investment Advisers NEW 4,524 $220K — +0.0% 1Q SEC ↗
31 KERR FINANCIAL PLANNING Corp 1,204 $59K — +0.0% 3Q SEC ↗
32 MERCER GLOBAL ADVISORS INC /ADV NEW 648 $32K — +0.0% 1Q SEC ↗
33 HAZLETT, BURT & WATSON, INC. 473 $23K +7 +1.5% 4Q SEC ↗
34 TD Waterhouse Canada Inc. NEW 160 $8K — +0.0% 1Q SEC ↗
35 WELLS FARGO & COMPANY/MN 110 $5K — +0.0% 3Q SEC ↗
36 Trilogy Capital Inc. 0 $0K -4,775 -100.0% 4Q SEC ↗
37 CITADEL ADVISORS LLC 0 $0K -13,301 -100.0% 1Q SEC ↗
38 Mariner, LLC 0 $0K -19,137 -100.0% 4Q SEC ↗
39 HRT FINANCIAL LP 0 $0K -4,368 -100.0% 1Q SEC ↗
40 BANK OF AMERICA CORP /DE 0 $0K -277 -100.0% 1Q SEC ↗
41 Advisory Services Network, LLC 0 $0K -957 -100.0% 1Q SEC ↗
42 Cambridge Investment Research Advisors 0 $0K -8,760 -100.0% 3Q SEC ↗
43 FLAGSHIP HARBOR ADVISORS, LLC 0 $0K -1,129 -100.0% 1Q SEC ↗
44 MATHER GROUP, LLC. 0 $0K -43 -100.0% 1Q SEC ↗
45 UBS Group AG 0 $0K -134 -100.0% 1Q SEC ↗
46 Farther Finance Advisors, LLC 0 $0K -2,728 -100.0% 2Q SEC ↗
47 ROYAL BANK OF CANADA 0 $0K -210 -100.0% 1Q SEC ↗

Recent Activity

Sold Out (12)
Biggest Increases (19)
HolderAddedChange %Total Shares
IAG Wealth Partners, LLC +319,532 +14008.4% 321,813
LPL Financial LLC +113,168 +49.8% 340,590
TRUIST FINANCIAL CORP +104,875 +195.9% 158,423
ENVESTNET ASSET MANAGEMENT INC +36,376 +152.4% 60,246
JONES FINANCIAL COMPANIES LLLP +25,176 +1863.5% 26,527
Focus Partners Wealth +18,424 +15.4% 138,077
Private Advisor Group, LLC +17,149 +115.2% 32,041
OSAIC HOLDINGS, INC. +9,853 +137.9% 16,996
COMMONWEALTH EQUITY SERVICES, LLC +9,807 +3.6% 279,598
Crumly & Associates Inc. +5,740 +2.2% 271,387
Sunrise Financial Services, LLC +5,485 +7.5% 78,991
Janney Montgomery Scott LLC +4,809 +10.3% 51,345
Parallel Advisors, LLC +4,164 +103.4% 8,191
First Heartland Consultants, Inc. +845 +4.9% 18,096
JANE STREET GROUP, LLC +730 +4.9% 15,587
XML Financial, LLC +600 +10.8% 6,179
HighTower Advisors, LLC +513 +0.3% 202,156
HARBOUR INVESTMENTS, INC. +91 +1.5% 6,275
HAZLETT, BURT & WATSON, INC. +7 +1.5% 473
Biggest Decreases (5)
HolderReducedChange %Total Shares
Equitable Holdings, Inc. -6,555 -44.7% 8,120
MGO ONE SEVEN LLC -3,897 -3.5% 107,361
EverSource Wealth Advisors, LLC -2,762 -2.2% 120,121
Moors & Cabot, Inc. -1,385 -21.0% 5,217
Fjell Capital, LLC -156 -0.3% 60,047

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