DaveManuel.com · Institutional Ownership · Who Owns It
PGIM ETF TR (PULS)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
474
Reporting holders
$11.8B
Reported value
0.0%
Calls
0.0%
Puts
+25
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 |
|---|---|---|---|---|---|
| JPMORGAN CHASE & CO | $2.5B | 50,644,264 | 0.14% | 16q | +28.5%+$558.3M |
| PRUDENTIAL FINANCIAL INC | $1.3B | 27,206,439 | 1.47% | 27q | +21.2%+$235.8M |
| MORGAN STANLEY | $925.6M | 18,679,985 | 0.05% | 29q | +7.4%+$63.6M |
| LPL Financial LLC | $692.8M | 13,981,921 | 0.16% | 31q | +9.9%+$62.6M |
| BANK OF AMERICA CORP /DE/ | $601.4M | 12,137,761 | 0.04% | 31q | +5.7%+$32.6M |
| WELLS FARGO & COMPANY/MN | $438.7M | 8,853,495 | 0.07% | 30q | +12.9%+$50.1M |
| FMR LLC | $311.0M | 6,276,578 | 0.01% | 13q | +40.8%+$90.2M |
| Cetera Investment Advisers | $289.3M | 5,839,077 | 0.26% | 15q | +23.2%+$54.5M |
| RAYMOND JAMES FINANCIAL INC | $265.9M | 5,365,982 | 0.07% | 7q | +5.1%+$12.8M |
| PNC Financial Services Group, Inc. | $260.4M | 5,256,302 | 0.13% | 22q | +6.4%+$15.7M |
| UBS Group AG | $222.9M | 4,498,032 | 0.03% | 19q | +2.8%+$6.1M |
| Kensington Asset Management, LLC | $218.4M | 4,407,675 | 11.91% | 4q | +36.6%+$58.5M |
| JONES FINANCIAL COMPANIES LLLP | $206.2M | 4,147,919 | 0.08% | 11q | +28.1%+$45.2M |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $200.6M | 4,048,209 | 0.03% | 7q | +4.6%+$8.7M |
| ROYAL BANK OF CANADA | $129.1M | 2,605,664 | 0.02% | 31q | +6.7%+$8.1M |
| COMMONWEALTH EQUITY SERVICES, LLC | $113.5M | 2,291,481 | 0.14% | 30q | -0.8%-$892.2K |
| AMERIPRISE FINANCIAL INC | $107.9M | 2,178,894 | 0.02% | 11q | -8.8%-$10.5M |
| NewEdge Advisors, LLC | $101.6M | 2,049,668 | 0.30% | 15q | +56.8%+$36.8M |
| OSAIC HOLDINGS, INC. | $97.4M | 1,966,178 | 0.11% | 26q | +21.5%+$17.2M |
| STIFEL FINANCIAL CORP | $89.2M | 1,801,048 | 0.07% | 31q | -0.5%-$450.4K |
| Cambridge Investment Research Advisors, Inc. | $76.1M | 1,536,751 | 0.09% | 28q | +99.4%+$38.0M |
| Crane Advisory, LLC | $75.8M | 1,528,318 | 10.89% | 16q | -0.6%-$441.7K |
| MAI Capital Management | $71.5M | 1,443,174 | 0.27% | 7q | -0.8%-$574.6K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $61.0M | 1,230,140 | 0.03% | 17q | +9.4%+$5.2M |
| MML INVESTORS SERVICES, LLC | $55.2M | 1,113,486 | 0.11% | 16q | +50.3%+$18.5M |
| ENVESTNET ASSET MANAGEMENT INC | $51.1M | 1,030,413 | 0.01% | 23q | +2.0%+$1.0M |
| Crewe Advisors LLC | $42.0M | 847,303 | 3.04% | 9q | +25.5%+$8.5M |
| Ameritas Advisory Services, LLC | $38.1M | 769,363 | 0.77% | 14q | +86.2%+$17.7M |
| Lakeshore Financial Planning, Inc. | $38.0M | 767,769 | 12.25% | 12q | HELD |
| Peak Planning Group, LLC | $37.1M | 749,150 | 8.38% | 6q | +27.1%+$7.9M |
| Main Street Group, LTD | $36.6M | 738,794 | 8.53% | 11q | +12.1%+$3.9M |
| Baird Financial Group, Inc. | $36.2M | 731,005 | 0.05% | 31q | +282.6%+$26.8M |
| Pine Harbor Wealth Management, LLC | $35.8M | 722,615 | 9.59% | 11q | +5.4%+$1.8M |
| Valeo Financial Advisors, LLC | $33.5M | 675,621 | 0.71% | 4q | +9.5%+$2.9M |
| Vickerman Investment Advisors, Inc. | $33.3M | 672,130 | 6.47% | 15q | -2.0%-$693.0K |
| Blue Water Asset Management | $32.8M | 662,688 | 10.60% | 3q | -3.2%-$1.1M |
| AMJ Financial Wealth Management | $32.8M | 662,171 | 7.73% | 6q | HELD |
| Navigation Group, LLC | $32.6M | 658,086 | 6.34% | 2q | +12.5%+$3.6M |
| Janney Montgomery Scott LLC | $32.5M | 656,857 | 0.06% | 31q | +16.5%+$4.6M |
| Private Advisor Group, LLC | $29.4M | 592,404 | 0.13% | 18q | -37.0%-$17.3M |
| MBM WEALTH CONSULTANTS, LLC | $28.3M | 570,844 | 5.45% | 24q | +13.3%+$3.3M |
| MONETA GROUP INVESTMENT ADVISORS LLC | $26.9M | 543,289 | 0.20% | 4q | +10.9%+$2.6M |
| Disciplina Capital Management LLC | $26.0M | 524,130 | 2.69% | 4q | +16.5%+$3.7M |
| EP Wealth Advisors, LLC | $25.9M | 522,161 | 0.10% | 7q | -1.8%-$475.1K |
| IHT Wealth Management, LLC | $25.8M | 521,161 | 0.55% | 16q | -1.7%-$455.3K |
| Equitable Holdings, Inc. | $25.5M | 515,220 | 0.15% | 16q | +7.7%+$1.8M |
| Rockefeller Capital Management L.P. | $24.6M | 497,420 | 0.04% | 23q | +39.6%+$7.0M |
| &PARTNERS | $24.2M | 486,353 | 0.10% | 10q | +18.0%+$3.7M |
| Diversify Advisory Services, LLC | $24.0M | 482,731 | 0.40% | new | NEW |
| DIVERSIFY WEALTH MANAGEMENT, LLC | $24.0M | 482,731 | 0.40% | 9q | +23.2%+$4.5M |
| Geneos Wealth Management Inc. | $22.7M | 458,258 | 0.46% | 17q | +18.5%+$3.5M |
| Embree Financial Group | $22.5M | 453,114 | 2.25% | 8q | -8.3%-$2.0M |
| IRONWOOD WEALTH MANAGEMENT, INC. | $21.8M | 439,756 | 9.22% | 17q | +4.6%+$960.1K |
| Symphony Financial, Ltd. Co. | $21.6M | 435,076 | 2.36% | 15q | +5.6%+$1.1M |
| IAG Wealth Partners, LLC | $21.3M | 429,859 | 2.11% | 18q | +3.3%+$686.5K |
| FINANCIAL CONSULATE, INC | $21.2M | 427,177 | 2.36% | 7q | +7.9%+$1.6M |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | $21.0M | 423,725 | 0.12% | 3q | +26.0%+$4.3M |
| Ashton Thomas Private Wealth, LLC | $19.5M | 393,420 | 0.41% | 19q | +7.4%+$1.3M |
| Bulwark Capital Corp | $19.2M | 386,677 | 10.78% | 5q | +20.1%+$3.2M |
| Northwest Financial Advisors | $18.9M | 381,089 | 2.51% | new | NEW |
| HighTower Advisors, LLC | $18.9M | 380,490 | 0.02% | 10q | +25.2%+$3.8M |
| Caliber Wealth Management, LLC / KS | $18.7M | 378,362 | 1.81% | 6q | +24.3%+$3.7M |
| BOS Asset Management, LLC | $18.5M | 372,401 | 4.28% | 15q | +66.8%+$7.4M |
| TD Capital Management LLC | $18.0M | 362,454 | 1.47% | 11q | +94.4%+$8.7M |
| Arete Wealth Advisors, LLC | $17.9M | 361,480 | 1.18% | 11q | -4.3%-$809.0K |
| Beaumont Asset Management, L.L.C. | $17.9M | 360,506 | 6.94% | 4q | +215.3%+$12.2M |
| Stratos Wealth Partners, LTD. | $16.9M | 341,821 | 0.17% | 27q | +5.5%+$890.0K |
| Fairvoy Private Wealth, LLC | $16.9M | 340,896 | 3.41% | 7q | +4.8%+$771.6K |
| DAVENPORT & Co LLC | $16.4M | 330,609 | 0.08% | 16q | +12.0%+$1.8M |
| PRAIRIE ADVISORY, LLC | $15.8M | 318,946 | 3.71% | new | FIRST |
| Hedeker Wealth, LLC | $15.7M | 316,211 | 2.99% | 6q | +13.7%+$1.9M |
| Sand Hill Global Advisors, LLC | $15.4M | 310,228 | 0.46% | 8q | +7.2%+$1.0M |
| FIFTH THIRD BANCORP | $15.2M | 307,563 | 0.02% | 3q | +10.4%+$1.4M |
| Onyx Bridge Wealth Group LLC | $15.1M | 305,389 | 1.36% | 5q | +39.4%+$4.3M |
| OPPENHEIMER & CO INC | $14.9M | 300,607 | 0.16% | 28q | +4.2%+$600.5K |
| Inscription Capital, LLC | $14.8M | 299,090 | 1.31% | 4q | +13.0%+$1.7M |
| Kestra Advisory Services, LLC | $14.1M | 285,037 | 0.05% | 19q | -23.7%-$4.4M |
| M Wealth Management, LLC | $14.1M | 284,707 | 11.08% | 7q | +0.9%+$125.1K |
| Good Steward Wealth Advisors,LLC | $14.0M | 283,138 | 8.47% | 6q | +1.0%+$132.8K |
| 1 NORTH WEALTH SERVICES LLC | $14.0M | 282,255 | 4.57% | 6q | +1.1%+$155.4K |
| Leelyn Smith, LLC | $13.9M | 281,445 | 1.70% | 3q | +3.7%+$493.7K |
| AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP | $13.5M | 273,342 | 10.55% | 7q | +6.9%+$870.6K |
| DAYMARK WEALTH PARTNERS, LLC | $13.3M | 268,438 | 0.32% | 13q | +6.6%+$826.3K |
| J.W. COLE ADVISORS, INC. | $13.1M | 263,550 | 0.22% | 19q | +6.6%+$809.3K |
| Fortis Capital Management LLC | $12.3M | 248,952 | 1.38% | 2q | +7.1%+$812.7K |
| Shore Point Advisors, LLC | $11.9M | 242,425 | 4.06% | 6q | +15.0%+$1.5M |
| Advisory Services Network, LLC | $11.8M | 237,319 | 0.13% | 19q | +2.9%+$331.5K |
| Vertex Planning Partners, LLC | $11.7M | 236,284 | 1.74% | 7q | +23.6%+$2.2M |
| Kingsview Wealth Management, LLC | $11.5M | 232,306 | 0.14% | 10q | -22.3%-$3.3M |
| Clark Wealth Partners | $11.3M | 227,663 | 6.39% | 7q | +8.0%+$838.2K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $11.3M | 226,970 | 0.02% | 12q | +38.9%+$3.2M |
| Global Retirement Partners, LLC | $11.2M | 225,399 | 0.17% | 16q | +18.1%+$1.7M |
| WESPAC Advisors, LLC | $11.0M | 221,162 | 5.34% | 7q | +7.3%+$743.1K |
| Stonebridge Financial Group, LLC | $10.6M | 213,455 | 0.80% | 7q | +3.9%+$397.8K |
| NewEdge Wealth, LLC | $10.5M | 212,523 | 0.11% | 8q | -16.4%-$2.1M |
| Horizon Wealth Management, LLC | $10.3M | 208,399 | 1.32% | 5q | +3.5%+$347.2K |
| HARBOUR INVESTMENTS, INC. | $10.3M | 207,038 | 0.14% | 21q | +5.6%+$542.4K |
| BENJAMIN EDWARDS INC | $10.2M | 204,983 | 0.09% | 8q | +5.1%+$493.3K |
| TABR Capital Management, LLC | $10.1M | 204,228 | 8.62% | 7q | +16.4%+$1.4M |
| SHEETS SMITH WEALTH MANAGEMENT | $10.0M | 201,806 | 1.00% | 21q | +3.5%+$338.2K |
Showing the largest 100 of 474 reported holders.
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 | 208 | $1.3B | 25,618,374 | 24 | 100 | 58 | 0.0% |
| Q2 2026 | 474 | $11.8B | 237,502,196 | 51 | 235 | 126 | 0.0% |
| Q1 2026 | 449 | $10.1B | 204,794,414 | 60 | 213 | 112 | 0.0% |
| Q4 2025 | 418 | $9.4B | 189,489,549 | 38 | 195 | 125 | 0.0% |
| Q3 2025 | 396 | $10.8B | 217,531,120 | 59 | 195 | 97 | 0.0% |
| Q2 2025 | 372 | $8.5B | 170,039,747 | 52 | 171 | 98 | 0.0% |
| Q1 2025 | 353 | $8.1B | 162,278,270 | 48 | 181 | 86 | 0.0% |
| Q4 2024 | 338 | $6.7B | 136,097,817 | 50 | 139 | 97 | 0.0% |
| Q3 2024 | 304 | $6.9B | 138,660,729 | 51 | 128 | 96 | 0.0% |
| Q2 2024 | 292 | $6.3B | 127,175,525 | 58 | 116 | 76 | 0.0% |
| Q1 2024 | 251 | $7.0B | 140,362,239 | 36 | 120 | 67 | 0.0% |
| Q4 2023 | 254 | $6.2B | 125,479,929 | 40 | 91 | 83 | 0.0% |
| Q3 2023 | 236 | $4.2B | 84,471,695 | 54 | 89 | 67 | 0.0% |
| Q2 2023 | 204 | $3.5B | 70,994,431 | 38 | 71 | 73 | 0.0% |
| Q1 2023 | 187 | $3.2B | 65,425,781 | 31 | 74 | 65 | 0.0% |
| Q4 2022 | 178 | $2.9B | 58,717,345 | 43 | 67 | 44 | 0.0% |
| Q3 2022 | 145 | $5.9B | 120,175,066 | 38 | 45 | 42 | 0.0% |
| Q2 2022 | 120 | $4.9B | 100,163,968 | 27 | 38 | 43 | 0.0% |
| Q1 2022 | 97 | $4.0B | 82,034,138 | 23 | 27 | 35 | 0.0% |
| Q4 2021 | 86 | $3.0B | 60,232,841 | 18 | 28 | 29 | 0.0% |
| Q3 2021 | 73 | $1.3B | 26,751,864 | 14 | 25 | 22 | 0.0% |
| Q2 2021 | 72 | $1.2B | 24,551,971 | 13 | 34 | 16 | 0.0% |
| Q1 2021 | 64 | $1.3B | 25,890,590 | 14 | 18 | 17 | 0.0% |
| Q4 2020 | 50 | $1.2B | 25,083,539 | 10 | 19 | 14 | 0.0% |
| Q3 2020 | 46 | $1.0B | 20,794,601 | 10 | 19 | 10 | 0.0% |
| Q2 2020 | 38 | $688.7M | 13,829,434 | 4 | 12 | 18 | 0.0% |
| Q1 2020 | 42 | $675.1M | 13,875,394 | 11 | 15 | 11 | 0.0% |
| Q4 2019 | 40 | $595.7M | 11,903,467 | 8 | 21 | 8 | 0.0% |
| Q3 2019 | 38 | $495.7M | 9,877,679 | 11 | 20 | 6 | 0.0% |
| Q2 2019 | 27 | $336.2M | 6,703,188 | 2 | 16 | 8 | 0.0% |
| Q1 2019 | 28 | $173.7M | 3,465,752 | 13 | 7 | 5 | 0.0% |
| Q4 2018 | 17 | $110.8M | 2,220,144 | 2 | 1 | 0 | 0.0% |