Skip to content

PMIO — Pgim ETF Tr Institutional Holders · Q2 2026

Who owns Pgim ETF Tr (PMIO)? 15 institutions reported holding $34.88M in SEC 13F filings for Q2 2026 (period ended 2026-06-30). Largest holders: Prudential Financial Inc ($24.0M), Mosaic Family Wealth Partners, LLC ($5.7M), First United Bank & Trust ($1.2M).

RankInstitutionValueSharesChange
1PRUDENTIAL FINANCIAL INC$24.0M469,000Hold
2MOSAIC FAMILY WEALTH PARTNERS, LLC$5.7M111,692Added
3FIRST UNITED BANK & TRUST$1.2M22,760Added
4ELEVATION POINT WEALTH PARTNERS, LLC$611,60311,950New
5CITADEL ADVISORS LLC$571,79411,193New
6JANE STREET GROUP, LLC$444,3888,699Trimmed
7HARBOUR INVESTMENTS, INC.$422,4738,270Trimmed
8Landmark Wealth Management, LLC$421,3358,248Added
9Vestmark Advisory Solutions, Inc.$360,6607,060New
10Janney Montgomery Scott LLC$307,0006,000New
11WealthPLAN Partners, LLC$300,1245,875New
12Creative Planning$248,3754,862Hold
13ENVESTNET ASSET MANAGEMENT INC$236,8814,637Added
14AE Wealth Management LLC$128,5812,517Added
15DHJJ Financial Advisors, Ltd.$1,02220Hold

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