DaveManuel.com · Institutional Ownership · Who Owns It
PGIM ETF TR (PSH)
Institutional ownership reported to the SEC as of Q2 2026, across 12 quarters.
34
Reporting holders
$123.7M
Reported value
0.0%
Calls
0.0%
Puts
-4
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 |
|---|---|---|---|---|---|
| LPL Financial LLC | $17.0M | 340,590 | 0.00% | 5q | +49.8%+$5.6M |
| IAG Wealth Partners, LLC | $16.1M | 321,813 | 1.59% | 2q | +14008.4%+$15.9M |
| COMMONWEALTH EQUITY SERVICES, LLC | $13.9M | 279,598 | 0.02% | 6q | +3.6%+$489.2K |
| Crumly & Associates Inc. | $13.5M | 271,387 | 2.59% | 3q | +2.2%+$286.3K |
| HighTower Advisors, LLC | $10.1M | 202,156 | 0.01% | 7q | HELD |
| TRUIST FINANCIAL CORP | $7.9M | 158,423 | 0.01% | 5q | +195.9%+$5.2M |
| Focus Partners Wealth | $6.9M | 138,077 | 0.01% | 4q | +15.4%+$919.0K |
| EverSource Wealth Advisors, LLC | $6.0M | 120,121 | 0.20% | 4q | -2.2%-$137.8K |
| MGO ONE SEVEN LLC | $5.4M | 107,361 | 0.09% | 3q | -3.5%-$194.4K |
| Stonebridge Financial Group, LLC/CA | $4.0M | 81,098 | 0.56% | new | FIRST |
| Sunrise Financial Services, LLC | $3.9M | 78,991 | 2.34% | 3q | +7.5%+$273.6K |
| ENVESTNET ASSET MANAGEMENT INC | $3.0M | 60,246 | 0.00% | 5q | +152.4%+$1.8M |
| Fjell Capital, LLC | $3.0M | 60,047 | 2.04% | 6q | HELD |
| Janney Montgomery Scott LLC | $2.6M | 51,345 | 0.00% | 4q | +10.3%+$239.9K |
| Private Advisor Group, LLC | $1.6M | 32,041 | 0.01% | 4q | +115.2%+$855.4K |
| JONES FINANCIAL COMPANIES LLLP | $1.3M | 26,527 | 0.00% | 2q | +1863.5%+$1.3M |
| Corient Private Wealth LP | $1.1M | 22,484 | 0.00% | 7q | HELD |
| Lakeshore Financial Planning, Inc. | $999.9K | 20,047 | 0.32% | 4q | HELD |
| First Heartland Consultants, Inc. | $902.6K | 18,096 | 0.06% | 2q | +4.9%+$42.1K |
| OSAIC HOLDINGS, INC. | $851.3K | 16,996 | 0.00% | 9q | +137.9%+$493.5K |
| JANE STREET GROUP, LLC | $777.5K | 15,587 | 0.00% | 2q | +4.9%+$36.4K |
| Parallel Advisors, LLC | $408.6K | 8,191 | 0.01% | 5q | +103.4%+$207.7K |
| Equitable Holdings, Inc. | $405.0K | 8,120 | 0.00% | 4q | -44.7%-$327.0K |
| Prosperity Financial Group, Inc. | $334.2K | 6,700 | 0.10% | 5q | HELD |
| HARBOUR INVESTMENTS, INC. | $313.0K | 6,275 | 0.00% | 5q | +1.5%+$4.5K |
| XML Financial, LLC | $308.2K | 6,179 | 0.02% | 6q | +10.8%+$29.9K |
| Stratos Wealth Partners, LTD. | $279.3K | 5,600 | 0.00% | new | NEW |
| Moors & Cabot, Inc. | $260.2K | 5,217 | 0.01% | 2q | -21.0%-$69.1K |
| Indivisible Partners | $250.6K | 5,024 | 0.01% | new | NEW |
| Cetera Investment Advisers | $225.7K | 4,524 | 0.00% | new | NEW |
| HAZLETT, BURT & WATSON, INC. | $23.0K | 473 | 0.01% | 4q | +1.5% |
| KERR FINANCIAL PLANNING Corp | $19.7K | 1,204 | 0.02% | 3q | HELD |
| TD Waterhouse Canada Inc. | $8.0K | 160 | 0.00% | new | NEW |
| WELLS FARGO & COMPANY/MN | $5.5K | 110 | 0.00% | 3q | 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 | 12 | $32.8M | 673,828 | 2 | 4 | 4 | 0.0% |
| Q2 2026 | 34 | $123.7M | 2,480,808 | 4 | 18 | 4 | 0.0% |
| Q1 2026 | 38 | $88.1M | 1,776,092 | 10 | 17 | 4 | 0.0% |
| Q4 2025 | 31 | $74.1M | 1,472,247 | 8 | 17 | 4 | 0.0% |
| Q3 2025 | 27 | $54.0M | 1,062,259 | 11 | 12 | 2 | 0.0% |
| Q2 2025 | 18 | $33.9M | 669,292 | 9 | 2 | 7 | 0.0% |
| Q1 2025 | 12 | $36.1M | 718,383 | 6 | 1 | 4 | 0.0% |
| Q4 2024 | 8 | $37.9M | 756,655 | 5 | 1 | 1 | 0.0% |
| Q3 2024 | 4 | $20.2M | 394,783 | 1 | 2 | 1 | 0.0% |
| Q2 2024 | 4 | $21.8M | 433,435 | 1 | 2 | 0 | 0.0% |
| Q1 2024 | 4 | $24.7M | 486,473 | 1 | 2 | 1 | 0.0% |
| Q4 2023 | 3 | $26.2M | 519,572 | 3 | 0 | 0 | 0.0% |