Filing Research | PRUDENTIAL PLC Institutional Holdings

Snapshot holdings

50 / 59 loaded

#		Instrument	quantity
1	ABC ARBITRAGE SA	Shares	288.7KSH	$7.7M
2	Gradient Investments LLC	Shares	185.0KSH	$5.0M
3	QRG CAPITAL MANAGEMENT, INC.	Shares	153.6KSH	$4.1M
4	Crossmark Global Holdings, Inc.	Shares	101.5KSH	$2.7M
5	DAVENPORT & Co LLC	Shares	55.2KSH	$1.5M
6	Advisory Resource Group	Shares	45.1KSH	$1.2M
7	GC Wealth Management RIA, LLC	Shares	32.7KSH	$876.2K
8	SIGNATUREFD, LLC	Shares	29.9KSH	$802.2K
9	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	27.0KSH	$760.0K
10	Legacy Wealth Asset Management, LLC	Shares	27.1KSH	$726.2K
11	EVERGREEN CAPITAL MANAGEMENT LLC	Shares	25.7KSH	$688.1K
12	Ballentine Partners, LLC	Shares	19.6KSH	$526.2K
13	Merit Financial Group, LLC	Shares	19.3KSH	$518.3K
14	Aaron Wealth Advisors LLC	Shares	19.2KSH	$514.1K
15	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	Shares	18.4KSH	$492.0K
16	Sivia Capital Partners, LLC	Shares	17.5KSH	$470.2K
17	Versant Capital Management, Inc	Shares	15.9KSH	$426.6K
18	Gallacher Capital Management LLC	Shares	14.5KSH	$388.9K
19	Sequoia Financial Advisors, LLC	Shares	12.9KSH	$346.8K
20	Venturi Wealth Management, LLC	Shares	10.8KSH	$288.9K
21	Net Worth Advisory Group	Shares	9.6KSH	$258.0K
22	GAMMA Investing LLC	Shares	9.3KSH	$248.8K
23	Trust Point Inc.	Shares	8.3KSH	$223.4K
24	Farther Finance Advisors, LLC	Shares	5.8KSH	$155.6K
25	EverSource Wealth Advisors, LLC	Shares	5.7KSH	$153.4K
26	Blue Trust, Inc.	Shares	4.1KSH	$110.3K
27	Atlatl Advisers LLC	Shares	2.6KSH	$69.8K
28	Owl Creek Wealth Partners LLC	Shares	1.5KSH	$39.5K
29	Grove Bank & Trust	Shares	1.2KSH	$31.9K
30	SOA Wealth Advisors, LLC.	Shares	11.8KSH	$11.8K
31	True Wealth Design, LLC	Shares	377SH	$10.1K
32	JFS WEALTH ADVISORS, LLC	Shares	319SH	$8.6K
33	Ares Financial Consulting, LLC	Shares	262SH	$7.0K
34	IFP Advisors, Inc	Shares	245SH	$6.6K
35	SBI Securities Co., Ltd.	Shares	226SH	$6.1K
36	Spire Wealth Management	Shares	218SH	$5.8K
37	Aventura Private Wealth, LLC	Shares	192SH	$5.1K
38	SJS Investment Consulting Inc.	Shares	183SH	$4.9K
39	FINANCIAL CONSULATE, INC	Shares	182SH	$4.9K
40	Retirement Wealth Solutions LLC	Shares	150SH	$4.0K
41	Physician Wealth Advisors, Inc.	Shares	145SH	$3.9K
42	JNBA Financial Advisors	Shares	133SH	$3.6K
43	HIGHLINE WEALTH PARTNERS LLC	Shares	119SH	$3.2K
44	CoreCap Advisors, LLC	Shares	100SH	$2.7K
45	Beaird Harris Wealth Management, LLC	Shares	80SH	$2.1K
46	LRI Investments, LLC	Shares	72SH	$1.9K
47	GHP Investment Advisors, Inc.	Shares	62SH	$1.7K
48	HALBERT HARGROVE GLOBAL ADVISORS, LLC	Shares	51SH	$1.4K
49	Cape Investment Advisory, Inc.	Shares	48SH	$1.3K
50	PARK AVENUE SECURITIES LLC	Shares	30.8KSH	$825

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Manager changes2026-06-30 vs 2026-03-31

50 / 64 loaded

#		Instrument
1	ABC ARBITRAGE SA new	Shares	+288.7K	+$7.7M	$7.7M
2	Advisory Resource Group new	Shares	+45.1K	+$1.2M	$1.2M
3	Sivia Capital Partners, LLC added	Shares	+5.5K	+$126.8K	$470.2K
4	Atlatl Advisers LLC new	Shares	+2.6K	+$69.8K	$69.8K
5	Gradient Investments LLC added	Shares	+12.4K	+$52.6K	$5.0M
6	Trust Point Inc. added	Shares	+1.0K	+$16.2K	$223.4K
7	SOA Wealth Advisors, LLC. new	Shares	+11.8K	+$11.8K	$11.8K
8	Farther Finance Advisors, LLC added	Shares	+673	+$5.3K	$155.6K
9	Aventura Private Wealth, LLC new	Shares	+192	+$5.1K	$5.1K
10	CoreCap Advisors, LLC new	Shares	+100	+$2.7K	$2.7K
11	IFP Advisors, Inc added	Shares	+70	+$1.6K	$6.6K
12	HALBERT HARGROVE GLOBAL ADVISORS, LLC new	Shares	+51	+$1.4K	$1.4K
13	Cape Investment Advisory, Inc. new	Shares	+48	+$1.3K	$1.3K
14	Crewe Advisors LLC new	Shares	+17	+$456	$456
15	Bogart Wealth, LLC new	Shares	+13	+$349	$349
16	Monetary Solutions, Ltd new	Shares	+11	+$295	$295
17	Decker Retirement Planning Inc. new	Shares	+3	+$69	$69
18	Triumph Capital Management unchanged	Shares	0	-$15	$241
19	Abound Wealth Management unchanged	Shares	0	-$18	$295
20	Trust Co unchanged	Shares	0	-$35	$590
21	Arlington Trust Co LLC unchanged	Shares	0	-$37	$617
22	PARK AVENUE SECURITIES LLC added	Shares	+336	-$41	$825
23	GHP Investment Advisors, Inc. unchanged	Shares	0	-$100	$1.7K
24	TOTH FINANCIAL ADVISORY CORP exited	Shares	-4	-$114	$0
25	Beaird Harris Wealth Management, LLC unchanged	Shares	0	-$129	$2.1K
26	Mosley Wealth Management trimmed	Shares	-5	-$146	$134
27	HIGHLINE WEALTH PARTNERS LLC unchanged	Shares	0	-$193	$3.2K
28	JNBA Financial Advisors unchanged	Shares	0	-$216	$3.6K
29	SBI Securities Co., Ltd. added	Shares	+1	-$338	$6.1K
30	Spire Wealth Management unchanged	Shares	0	-$353	$5.8K
31	Physician Wealth Advisors, Inc. trimmed	Shares	-8	-$462	$3.9K
32	Ares Financial Consulting, LLC unchanged	Shares	0	-$647	$7.0K
33	Dogwood Wealth Management LLC exited	Shares	-32	-$910	$0
34	JFS WEALTH ADVISORS, LLC trimmed	Shares	-18	-$1.0K	$8.6K
35	Owl Creek Wealth Partners LLC unchanged	Shares	0	-$2.4K	$39.5K
36	FINANCIAL CONSULATE, INC trimmed	Shares	-88	-$2.8K	$4.9K
37	Grove Bank & Trust trimmed	Shares	-36	-$3.0K	$31.9K
38	Retirement Wealth Solutions LLC trimmed	Shares	-96	-$3.0K	$4.0K
39	SJS Investment Consulting Inc. trimmed	Shares	-99	-$3.1K	$4.9K
40	Net Worth Advisory Group added	Shares	+353	-$5.6K	$258.0K
41	Blue Trust, Inc. added	Shares	+29	-$5.9K	$110.3K
42	LRI Investments, LLC trimmed	Shares	-208	-$6.0K	$1.9K
43	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management added	Shares	+768	-$7.9K	$492.0K
44	True Wealth Design, LLC trimmed	Shares	-317	-$9.6K	$10.1K
45	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+282	-$16.4K	$760.0K
46	Sound Income Strategies, LLC exited	Shares	-612	-$17.9K	$0
47	Merit Financial Group, LLC added	Shares	+176	-$26.3K	$518.3K
48	GAMMA Investing LLC trimmed	Shares	-423	-$27.1K	$248.8K
49	SIGNATUREFD, LLC trimmed	Shares	-7	-$48.7K	$802.2K
50	Legacy Wealth Asset Management, LLC trimmed	Shares	-227	-$50.3K	$726.2K

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