Who Owns PGIM ETF TR (PHYL)? -- Institutional Holders (2026-06-30)

74 institutions reported holding $235.2M of PGIM ETF TR (PHYL) in SEC 13F filings for 2026-06-30. Largest institutional holders: State of New Jersey Common Pension Fund D ($75.9M), ENVESTNET ASSET MANAGEMENT INC ($52.8M), Cambridge Investment Research Advisors, Inc. ($11.1M), Ellenbecker Investment Group ($7.9M), RFG Advisory, LLC ($7.0M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1State of New Jersey Common Pension Fund D$75.9M2.2MHold
2ENVESTNET ASSET MANAGEMENT INC$52.8M1.5MAdded
3Cambridge Investment Research Advisors, Inc.$11.1M316,918Added
4Ellenbecker Investment Group$7.9M225,923Added
5RFG Advisory, LLC$7.0M201,671Trimmed
6Fifth Third Securities, Inc.$5.7M163,757Added
7Advisory Resource Group$5.6M160,895Added
8KFA Private Wealth Group, LLC$5.0M144,685Added
9HBW ADVISORY SERVICES LLC$4.5M128,680New
10Ocean Park Asset Management, LLC$4.5M128,300New
11Foguth Wealth Management, LLC.$4.5M127,575Trimmed
12Clarity Retirement & Wealth, LLC$4.3M122,668Added
13SAX WEALTH ADVISORS, LLC$3.8M110,347Added
14Breakwater Capital Group$2.8M80,731Trimmed
15First Citizens Financial Corp$2.6M73,581Added
16PFW Advisors LLC$2.3M67,184Trimmed
17RFG - Bristol Wealth Advisors, LLC$2.1M59,114Added
18SCHMIDT P J INVESTMENT MANAGEMENT INC$1.8M51,931Added
19Fjell Capital, LLC$1.8M51,138Trimmed
20PARK AVENUE SECURITIES LLC$1.8M50,223Added
21MRA Advisory Group$1.7M49,794Trimmed
22J.W. COLE ADVISORS, INC.$1.7M48,991New
23SAGESPRING WEALTH PARTNERS, LLC$1.6M44,769Added
24TrustBank$1.6M44,751Added
25InTrack Investment Management Inc$1.5M41,729Added

Source: SEC Form 13F filings · as of 2026-06-30