Filing Research | PGIM ETF TR Institutional Holdings

Snapshot holdings

50 / 155 loaded

#		Instrument	quantity
1	Crane Advisory, LLC	Shares	1.5MSH	$75.8M
2	Crewe Advisors LLC	Shares	847.3KSH	$42.0M
3	Lakeshore Financial Planning, Inc.	Shares	767.8KSH	$38.0M
4	Main Street Group, LTD	Shares	738.8KSH	$36.6M
5	Valeo Financial Advisors, LLC	Shares	675.6KSH	$33.5M
6	MBM WEALTH CONSULTANTS, LLC	Shares	570.8KSH	$28.3M
7	Embree Financial Group	Shares	453.1KSH	$22.5M
8	IRONWOOD WEALTH MANAGEMENT, INC.	Shares	439.8KSH	$21.8M
9	FINANCIAL CONSULATE, INC	Shares	427.2KSH	$21.2M
10	Bulwark Capital Corp	Shares	386.7KSH	$19.2M
11	CALIBER WEALTH MANAGEMENT, LLC / KS	Shares	378.4KSH	$18.7M
12	BOS Asset Management, LLC	Shares	372.4KSH	$18.5M
13	Beaumont Asset Management, L.L.C.	Shares	360.5KSH	$17.9M
14	Fairvoy Private Wealth, LLC	Shares	340.9KSH	$16.9M
15	DAVENPORT & Co LLC	Shares	330.6KSH	$16.4M
16	PRAIRIE ADVISORY, LLC	Shares	318.9KSH	$15.8M
17	Onyx Bridge Wealth Group LLC	Shares	305.4KSH	$15.1M
18	Leelyn Smith, LLC	Shares	281.4KSH	$13.9M
19	AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP	Shares	273.3KSH	$13.5M
20	J.W. COLE ADVISORS, INC.	Shares	263.6KSH	$13.1M
21	Shore Point Advisors, LLC	Shares	242.4KSH	$11.9M
22	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	227.0KSH	$11.3M
23	Stonebridge Financial Group, LLC	Shares	213.5KSH	$10.6M
24	BENJAMIN EDWARDS INC	Shares	205.0KSH	$10.2M
25	SHEETS SMITH WEALTH MANAGEMENT	Shares	201.8KSH	$10.0M
26	Farther Finance Advisors, LLC	Shares	193.9KSH	$9.6M
27	Goldstein Advisors, LLC	Shares	193.1KSH	$9.6M
28	Fortitude Advisory Group L.L.C.	Shares	177.6KSH	$8.8M
29	Spire Wealth Management	Shares	169.7KSH	$8.4M
30	Bouvel Investment Partners, LLC	Shares	166.0KSH	$8.2M
31	Innovative Wealth Building LLC	Shares	162.5KSH	$8.0M
32	IFP Advisors, Inc	Shares	159.1KSH	$7.9M
33	Cedar Mountain Advisors, LLC	Shares	151.1KSH	$7.5M
34	Client First Investment Management LLC	Shares	146.2KSH	$7.2M
35	Leisure Capital Management	Shares	142.1KSH	$7.0M
36	Smallwood Wealth Investment Management, LLC	Shares	140.2KSH	$6.9M
37	FLAGSHIP HARBOR ADVISORS, LLC	Shares	138.0KSH	$6.8M
38	Ifrah Financial Services, Inc.	Shares	133.3KSH	$6.6M
39	Clearwave Capital, LLC	Shares	132.0KSH	$6.5M
40	IRON Financial LLC	Shares	126.8KSH	$6.3M
41	Global View Capital Management LLC	Shares	122.9KSH	$6.1M
42	Congress Park Capital LLC	Shares	122.4KSH	$6.1M
43	Catalyst Capital Advisors LLC	Shares	119.2KSH	$5.9M
44	COLLECTIVE FAMILY OFFICE LLC	Shares	118.5KSH	$5.9M
45	Mayflower Financial Advisors, LLC	Shares	115.5KSH	$5.7M
46	Advisory Resource Group	Shares	114.3KSH	$5.7M
47	Blue Trust, Inc.	Shares	111.2KSH	$5.5M
48	Wealthcare Advisory Partners LLC	Shares	100.9KSH	$5.0M
49	Alpha Zero LLC	Shares	98.5KSH	$4.9M
50	Fermata Advisors, LLC	Shares	96.7KSH	$4.8M

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

50 / 161 loaded

#		Instrument
1	Beaumont Asset Management, L.L.C. added	Shares	+246.2K	+$12.2M	$17.9M
2	Crewe Advisors LLC added	Shares	+172.0K	+$8.6M	$42.0M
3	BOS Asset Management, LLC added	Shares	+149.1K	+$7.4M	$18.5M
4	Mayflower Financial Advisors, LLC new	Shares	+115.5K	+$5.7M	$5.7M
5	Blue Trust, Inc. added	Shares	+109.6K	+$5.4M	$5.5M
6	Global View Capital Management LLC added	Shares	+104.9K	+$5.2M	$6.1M
7	Fortitude Advisory Group L.L.C. added	Shares	+102.7K	+$5.1M	$8.8M
8	Onyx Bridge Wealth Group LLC added	Shares	+86.2K	+$4.3M	$15.1M
9	Main Street Group, LTD added	Shares	+79.5K	+$4.0M	$36.6M
10	Bouvel Investment Partners, LLC added	Shares	+78.4K	+$3.9M	$8.2M
11	CALIBER WEALTH MANAGEMENT, LLC / KS added	Shares	+73.9K	+$3.7M	$18.7M
12	MBM WEALTH CONSULTANTS, LLC added	Shares	+66.9K	+$3.3M	$28.3M
13	Bulwark Capital Corp added	Shares	+64.8K	+$3.2M	$19.2M
14	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+63.6K	+$3.2M	$11.3M
15	Spire Wealth Management added	Shares	+59.3K	+$2.9M	$8.4M
16	Valeo Financial Advisors, LLC added	Shares	+58.7K	+$2.9M	$33.5M
17	PREVAIL INNOVATIVE WEALTH ADVISORS, LLC added	Shares	+53.5K	+$2.7M	$3.8M
18	Alpha Zero LLC added	Shares	+52.6K	+$2.6M	$4.9M
19	DAVENPORT & Co LLC added	Shares	+35.5K	+$1.8M	$16.4M
20	SteelPeak Wealth, LLC added	Shares	+32.6K	+$1.6M	$2.3M
21	FINANCIAL CONSULATE, INC added	Shares	+31.4K	+$1.6M	$21.2M
22	Smallwood Wealth Investment Management, LLC added	Shares	+29.1K	+$1.4M	$6.9M
23	Shore Point Advisors, LLC added	Shares	+31.5K	+$1.4M	$11.9M
24	PARSONS CAPITAL MANAGEMENT INC/RI added	Shares	+25.9K	+$1.3M	$3.3M
25	Bryant Woods Investment Advisors, LLC new	Shares	+25.3K	+$1.3M	$1.3M
26	Fermata Advisors, LLC added	Shares	+24.0K	+$1.2M	$4.8M
27	IRONWOOD WEALTH MANAGEMENT, INC. added	Shares	+19.4K	+$960.1K	$21.8M
28	AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP added	Shares	+17.6K	+$878.3K	$13.5M
29	Congress Park Capital LLC added	Shares	+17.3K	+$862.7K	$6.1M
30	J.W. COLE ADVISORS, INC. added	Shares	+16.3K	+$821.7K	$13.1M
31	Fairvoy Private Wealth, LLC added	Shares	+15.6K	+$787.9K	$16.9M
32	Mills Wealth Advisors LLC new	Shares	+15.6K	+$774.2K	$774.2K
33	Avidian Wealth Enterprises, LLC added	Shares	+15.2K	+$752.4K	$1.2M
34	Prospera Financial Services Inc added	Shares	+15.0K	+$745.6K	$2.6M
35	Farther Finance Advisors, LLC added	Shares	+14.5K	+$724.8K	$9.6M
36	COLLECTIVE FAMILY OFFICE LLC added	Shares	+13.4K	+$668.5K	$5.9M
37	Innovative Wealth Building LLC added	Shares	+12.4K	+$622.6K	$8.0M
38	Scott Capital Advisors, LLC new	Shares	+12.0K	+$594.8K	$594.8K
39	Nautilus Advisors LLC new	Shares	+11.7K	+$581.6K	$581.6K
40	Owen LaRue, LLC added	Shares	+10.2K	+$507.5K	$4.0M
41	Leelyn Smith, LLC added	Shares	+10.0K	+$507.3K	$13.9M
42	Tempus Wealth Planning, LLC added	Shares	+10.2K	+$505.7K	$825.2K
43	BENJAMIN EDWARDS INC added	Shares	+10.0K	+$503.1K	$10.2M
44	Sowell Financial Services LLC new	Shares	+10.0K	+$497.6K	$497.6K
45	China Universal Asset Management Co., Ltd. new	Shares	+10.0K	+$497.0K	$497.0K
46	IRON Financial LLC added	Shares	+9.0K	+$454.2K	$6.3M
47	Goldstein Advisors, LLC added	Shares	+8.8K	+$444.2K	$9.6M
48	Stonebridge Financial Group, LLC added	Shares	+8.0K	+$408.1K	$10.6M
49	Bravera Wealth added	Shares	+8.1K	+$404.0K	$1.2M
50	Ridgeline Wealth, LLC added	Shares	+7.7K	+$384.4K	$2.5M

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