DaveManuel.com · Institutional Ownership · Who Owns It
PGIM ETF TR (PSDM)
Institutional ownership reported to the SEC as of Q2 2026, across 13 quarters.
35
Reporting holders
$119.1M
Reported value
0.0%
Calls
0.0%
Puts
+5
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC | $14.3M | 280,349 | 0.00% | 11q | HELD |
| Rockefeller Capital Management L.P. | $12.2M | 239,060 | 0.02% | 3q | +2.6%+$310.8K |
| Thrivent Financial for Lutherans | $11.7M | 229,755 | 0.02% | 5q | -3.9%-$479.8K |
| Team Financial Group, LLC | $11.1M | 218,467 | 4.72% | 11q | +8.9%+$909.7K |
| ELEVATION POINT WEALTH PARTNERS, LLC | $8.9M | 175,262 | 0.17% | new | NEW |
| Vestmark Advisory Solutions, Inc. | $8.9M | 175,069 | 0.08% | new | NEW |
| JONES FINANCIAL COMPANIES LLLP | $7.1M | 138,075 | 0.00% | 4q | +94.6%+$3.4M |
| RAYMOND JAMES FINANCIAL INC | $5.0M | 99,154 | 0.00% | 4q | +25.0%+$1.0M |
| FOUNDERS FINANCIAL SECURITIES LLC | $4.9M | 96,726 | 0.25% | 2q | -8.5%-$456.1K |
| Steward Partners Investment Advisory, LLC | $4.6M | 89,779 | 0.02% | 2q | +8.5%+$358.9K |
| LPL Financial LLC | $3.2M | 63,581 | 0.00% | new | NEW |
| Tidal Investments LLC | $3.1M | 60,494 | 0.01% | 3q | +8.5%+$239.9K |
| STEEL GROVE CAPITAL ADVISORS, LLC | $3.1M | 59,951 | 0.28% | 6q | -3.3%-$105.6K |
| OSAIC HOLDINGS, INC. | $3.0M | 59,646 | 0.00% | 10q | +1.2%+$37.4K |
| CITADEL ADVISORS LLC | $2.0M | 40,192 | 0.00% | 10q | +64.2%+$799.5K |
| SAGESPRING WEALTH PARTNERS, LLC | $2.0M | 39,771 | 0.03% | 2q | +2.4%+$46.6K |
| JPMORGAN CHASE & CO | $2.0M | 38,557 | 0.00% | 2q | +2.4%+$46.0K |
| COMMONWEALTH EQUITY SERVICES, LLC | $1.8M | 35,429 | 0.00% | 7q | -3.8%-$71.4K |
| MML INVESTORS SERVICES, LLC | $1.7M | 33,206 | 0.00% | 5q | -9.3%-$174.1K |
| IFP Advisors, Inc | $1.6M | 32,200 | 0.03% | 5q | +2.9%+$45.5K |
| Essex Financial Services, Inc. | $1.1M | 22,115 | 0.06% | 7q | +47.6%+$363.1K |
| Cambridge Investment Research Advisors, Inc. | $1.1M | 21,052 | 0.00% | 4q | +100.1%+$536.3K |
| PRAIRIE ADVISORY, LLC | $833.9K | 16,384 | 0.20% | new | FIRST |
| Blue Line Capital, LLC / IL | $830.9K | 16,323 | 0.69% | new | NEW |
| THOROUGHBRED FINANCIAL SERVICES, LLC | $720.0K | 14,161 | 0.03% | 4q | HELD |
| JANE STREET GROUP, LLC | $627.1K | 12,321 | 0.00% | new | NEW |
| GOLDMAN SACHS GROUP INC | $324.4K | 6,374 | 0.00% | new | NEW |
| STIFEL FINANCIAL CORP | $315.6K | 6,200 | 0.00% | new | NEW |
| World Investment Advisors | $307.0K | 6,009 | 0.01% | 2q | HELD |
| Cetera Investment Advisers | $270.1K | 5,307 | 0.00% | new | NEW |
| Kingsview Wealth Management, LLC | $223.8K | 4,397 | 0.00% | 2q | -26.5%-$80.7K |
| MPWM ADVISORY SOLUTIONS, LLC | $116.4K | 2,287 | 0.05% | new | NEW |
| Register Financial Advisors LLC | $85.2K | 1,673 | 0.03% | 2q | +9.4%+$7.3K |
| SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ | $15.3K | 301 | 0.01% | new | NEW |
| HARBOUR INVESTMENTS, INC. | $12.7K | 250 | 0.00% | 4q | HELD |
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 |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 9 | $26.1M | 521,656 | 3 | 3 | 2 | 0.0% |
| Q2 2026 | 35 | $119.1M | 2,339,877 | 10 | 14 | 6 | 0.0% |
| Q1 2026 | 30 | $90.4M | 1,772,879 | 10 | 13 | 5 | 0.0% |
| Q4 2025 | 21 | $74.3M | 1,444,122 | 4 | 13 | 2 | 0.0% |
| Q3 2025 | 22 | $46.1M | 894,475 | 7 | 6 | 5 | 0.0% |
| Q2 2025 | 15 | $38.9M | 757,387 | 5 | 6 | 4 | 0.0% |
| Q1 2025 | 11 | $35.9M | 701,443 | 2 | 5 | 4 | 0.0% |
| Q4 2024 | 10 | $39.0M | 768,835 | 4 | 4 | 1 | 0.0% |
| Q3 2024 | 6 | $32.4M | 630,075 | 1 | 2 | 3 | 0.0% |
| Q2 2024 | 8 | $32.6M | 645,868 | 1 | 2 | 4 | 0.0% |
| Q1 2024 | 8 | $32.6M | 643,031 | 5 | 2 | 1 | 0.0% |
| Q4 2023 | 4 | $26.2M | 516,565 | 3 | 0 | 1 | 0.0% |
| Q3 2023 | 1 | $24.8M | 495,000 | 1 | 0 | 0 | 0.0% |