20 institutions reported holding $57.2M of PGIM ETF TR (PSH) in SEC 13F filings for 2026-06-30. Largest institutional holders: COMMONWEALTH EQUITY SERVICES, LLC ($13.9M), Crumly & Associates Inc. ($13.5M), TRUIST FINANCIAL CORP ($7.9M), EverSource Wealth Advisors, LLC ($6.0M), MGO ONE SEVEN LLC ($5.4M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | COMMONWEALTH EQUITY SERVICES, LLC | $13.9M | 279,598 | Added |
| 2 | Crumly & Associates Inc. | $13.5M | 271,387 | Added |
| 3 | TRUIST FINANCIAL CORP | $7.9M | 158,423 | Added |
| 4 | EverSource Wealth Advisors, LLC | $6.0M | 120,121 | Trimmed |
| 5 | MGO ONE SEVEN LLC | $5.4M | 107,361 | Trimmed |
| 6 | ENVESTNET ASSET MANAGEMENT INC | $3.0M | 60,246 | Added |
| 7 | Fjell Capital, LLC | $3.0M | 60,047 | Trimmed |
| 8 | Private Advisor Group, LLC | $1.6M | 32,041 | Added |
| 9 | Lakeshore Financial Planning, Inc. | $999,944 | 20,047 | Hold |
| 10 | First Heartland Consultants, Inc. | $902,628 | 18,096 | Added |
| 11 | Prosperity Financial Group, Inc. | $334,196 | 6,700 | Hold |
| 12 | XML Financial, LLC | $308,209 | 6,179 | Added |
| 13 | Indivisible Partners | $250,610 | 5,024 | New |
| 14 | HAZLETT, BURT & WATSON, INC. | $23,000 | 473 | Added |
| 15 | KERR FINANCIAL PLANNING Corp | $19,734 | 1,204 | Hold |
| 16 | TD Waterhouse Canada Inc. | $7,992 | 160 | New |
| 17 | Cambridge Investment Research Advisors, Inc. | $0 | 0 | Exited |
| 18 | MATHER GROUP, LLC. | $0 | 0 | Exited |
| 19 | Trilogy Capital Inc. | $0 | 0 | Exited |
| 20 | Farther Finance Advisors, LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30