Institutional and Fund Ownership - Buyers
Major holders that have opened new positions in PGIM ETF Trust - PGIM Total Return Bond ETF include Truist Financial Corp, Wealth Enhancement Advisory Services, Llc, LPL Financial LLC, Summit Wealth Group Llc / Co, Wiley Bros.-aintree Capital, Llc, and CoreCap Advisors, LLC .
This page shows changes in the ownership structure by listing institutions, funds, and major shareholders that have increased their holdings or opened new positions in the last reporting period. Green rows indicate new positions. Click the link icon to see the full transaction history.
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| File Date | Source | Investor | Type | Avg Price (Est) |
Shares | Δ Shares (%) |
Reported Value ($1000) |
Δ Value (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-14 | 13F | Stifel Financial Corp | 49,969 | 11.90 | 2,090 | 12.18 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 290 | 12 | ||||||
| 2025-07-29 | 13F | SilverOak Wealth Management LLC | 44,787 | 2.29 | 1,873 | 2.52 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 1,674,521 | 20.35 | 70,045 | 20.61 | ||||
| 2025-07-31 | 13F | Richards, Merrill & Peterson, Inc. | 50,993 | 35.71 | 2,133 | 36.03 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 206,046 | 1.48 | 8,619 | 1.70 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 188,025 | 7,765 | ||||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 1,002,102 | 19.83 | 41,918 | 20.09 | ||||
| 2025-08-05 | 13F | Integrity Wealth Solutions LLC | 157,739 | 2.80 | 6,598 | 3.03 | ||||
| 2025-07-07 | 13F | First Citizens Financial Corp | 28,914 | 1.27 | 1,209 | 1.51 | ||||
| 2025-07-22 | 13F | Team Financial Group, LLC | 300,886 | 10.70 | 12,586 | 10.95 | ||||
| 2025-07-17 | 13F | Genesis Private Wealth, Llc | 200,520 | 1.05 | 8,388 | 1.27 | ||||
| 2025-07-29 | 13F | Kelman-Lazarov, Inc. | 39,949 | 60.57 | 1,671 | 60.98 | ||||
| 2025-07-30 | 13F | Prosperity Financial Group, Inc. | 71,581 | 4.22 | 2,994 | 4.47 | ||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 101,243 | 1.23 | 4,235 | 1.68 | ||||
| 2025-08-07 | 13F | Cypress Capital, LLC | 22,634 | 16.11 | 947 | 16.36 | ||||
| 2025-08-13 | 13F | Summit Wealth Group Llc / Co | 7,504 | 314 | ||||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 351,079 | 136.47 | 14,686 | 136.97 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 161,059 | 6,681 | ||||||
| 2025-08-12 | 13F | Armor Investment Advisors, LLC | 167,925 | 0.77 | 7,024 | 0.99 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 5,147 | 215 | ||||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 328 | 4.13 | 14 | 0.00 | ||||
| 2025-08-11 | 13F | Pinnacle Financial Group, LLC / IL | 50,309 | 22.40 | 2,104 | 22.68 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 179,278 | 50.44 | 7,470 | 50.52 | ||||
| 2025-08-13 | 13F | Maia Wealth LLC | 51,731 | 26.50 | 2,164 | 29.52 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 11,363 | 13.82 | 0 | |||||
| 2025-08-14 | 13F | Financial Advisory Service, Inc. | 503,436 | 6.12 | 21,059 | 6.35 | ||||
| 2025-07-25 | 13F | Apollon Financial, LLC | 36,439 | 10.24 | 1,524 | 10.51 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 385 | 7.24 | 16 | 14.29 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 24,761 | 29.31 | 1,033 | 31.42 | ||||
| 2025-08-08 | 13F | AJ Advisors, LLC | 157,969 | 5.65 | 6,608 | 5.86 | ||||
| 2025-07-14 | 13F | Golden State Equity Partners | 10,804 | 1.08 | 452 | 1.12 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 124,967 | 5,227 | ||||||
| 2025-06-02 | 13F/A | Modern Wealth Management, LLC | 41,601 | 0.34 | 1,736 | 2.24 | ||||
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 202,954 | 12.44 | 8,490 | 12.68 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 344,708 | 6.05 | 14 | 7.69 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 1,170 | 49 | ||||||
| 2025-08-08 | 13F | Advisory Resource Group | 210,044 | 6.52 | 8,786 | 6.76 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 29,003 | 1.13 | 1,213 | 1.34 |
