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Disclosery

PHYL PGIM ETF TR

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ACTV HY BD ETF (fund)

131 managers (134 13F filers) reported a position in PHYL shares at 2026-06-30, 37,417,946 shares in all. 18 filers opened a position and 12 filers sold out during the quarter.

Managers
131
13F filers
134
New
18
Added
68
Reduced
31
Sold out
12
Shares held by filers
37,417,946

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
PRUDENTIAL FINANCIAL INCin group PRUDENTIAL FINANCIAL INC19,750,440$689M0.75%-43,66813F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC2,300,545$80.2M0.02%+966,78013F-HRTimelineGroup
State of New Jersey Common Pension Fund…in group State of New Jersey Common Pe…2,175,000$75.9M0.26%013F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding1,535,524$53.6M+158,501Timeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC1,463,076$51M0.01%+201,95613F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…831,843$29M0.01%+108,61513F-HRTimelineGroup
Capital Analysts, LLCin group Capital Analysts, LLC558,617$19.5M0.45%+70,95413F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN541,401$18.9M<0.01%+20,57313F-HRTimelineGroup
Cetera Investment Advisers446,767$15.6M0.01%+69,06013F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…421,927$14.7M0.02%+357,73513F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO402,951$14.2M<0.01%+30,24613F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA345,255$12M<0.01%+17,74213F-HRTimelineGroup
LPL Financial LLC338,055$11.8M<0.01%-117,10413F-HRTimeline
MML INVESTORS SERVICES, LLC263,673$9.2M0.02%+31,37313F-HRTimeline
Inspire Advisors, LLCin group Inspire Investing, LLC251,737$8.78M0.61%+6,24913F-HRTimelineGroup
Ellenbecker Investment Group225,923$7.88M0.92%+43,32013F-HRTimeline
OneDigital Investment Advisors LLC209,495$7.31M0.06%+29,87413F-HRTimeline
RFG Advisory, LLC201,671$7.03M0.11%-33,51613F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP196,728$6.86M0.01%+39,31513F-HRTimelineGroup
CacheTech Inc.181,313$6.32M1.02%+22,84013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP175,940$6.17M<0.01%+42,74013F-HRTimelineGroup
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding168,487$5.88M+20,410Timeline
Advisory Resource Group160,895$5.61M0.84%+12,73113F-HRTimeline
Cambridge Investment Research Advisors,…158,459$5.53M0.01%+31,38013F-HR/ATimeline
Adams Wealth Management155,126$5.41M1.04%+6,03313F-HRTimeline
American Alpha Advisors, LLC153,056$5.34M3.16%-48213F-HRTimeline
Advyzon Investment Management, LLC151,989$5.3M0.38%+71,69013F-HRTimeline
Vestmark Advisory Solutions, Inc.146,793$5.12M0.05%-18,92813F-HRTimeline
KFA Private Wealth Group, LLC144,685$5.05M1.22%+3,45213F-HRTimeline
Integrated Wealth Concepts LLC133,264$4.65M0.02%new13F-HRTimeline
EARNED WEALTH ADVISORS, LLC132,951$4.64M0.3%+24,32713F-HRTimeline
HBW ADVISORY SERVICES LLC128,680$4.49M0.41%new13F-HRTimeline
Ocean Park Asset Management, LLC128,300$4.48M0.22%013F-HRTimeline
Foguth Wealth Management, LLC.127,575$4.45M0.51%+1,21513F-HRTimeline
Clarity Retirement & Wealth, LLC122,668$4.28M2.96%+54,65613F-HRTimeline
SAX WEALTH ADVISORS, LLC110,347$3.82M0.16%+6,33113F-HRTimeline
GAINLINE FINANCIAL PARTNERS, LLC106,216$3.7M3.46%13F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.100,068$3.49M0.04%-7,99813F-HRTimelineGroup
Mutual Advisors, LLC99,871$3.48M0.07%+3,92913F-HRTimeline
Smartleaf Asset Management LLC97,623$3.43M0.11%013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.98,005$3.42M<0.01%+10,71313F-HRTimelineGroup
Keenan, LLC92,264$3.22M2.27%+8,12813F-HRTimeline
49 WEALTH MANAGEMENT, LLC88,121$3.07M0.59%new13F-HR/ATimeline
ALONGSIDE, LLC88,121$3.07M0.59%13F-HRTimeline
Breakwater Capital Group80,731$2.82M0.34%-40,41513F-HRTimeline
First Citizens Financial Corp73,581$2.57M1.07%+9,18213F-HRTimeline
PFW Advisors LLC67,184$2.34M0.68%-4813F-HRTimeline
Seros Financial, LLC66,993$2.34M1.22%+5,28413F-HRTimeline
RFG - Bristol Wealth Advisors, LLC59,114$2.06M0.5%+2,62013F-HRTimeline
Turner Financial Group, Inc.54,769$1.91M1.9%13F-HRTimeline
SCHMIDT P J INVESTMENT MANAGEMENT INC51,931$1.81M0.28%+1,46613F-HRTimeline
Fjell Capital, LLC51,138$1.78M1.22%-2813F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC50,223$1.75M0.01%+1,35513F-HRTimelineGroup
MRA Advisory Group49,794$1.74M0.63%-1,92013F-HRTimeline
J.W. COLE ADVISORS, INC.48,991$1.71M0.03%new13F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC44,769$1.56M0.02%+58013F-HRTimeline
TrustBankin group TrustBank44,751$1.56M0.53%+5,00113F-HRTimelineGroup
M Holdings Securities, Inc.43,708$1.53M0.21%+2,29513F-HRTimeline
InTrack Investment Management Inc41,729$1.46M0.72%+77413F-HRTimeline
VICTORY FINANCIAL GROUP, LLC39,327$1.37M0.14%-7,04813F-HRTimeline
Hoxton Planning & Management, LLC37,612$1.31M0.34%+22113F-HRTimeline
MBE Wealth Management, LLC35,909$1.25M0.44%+13,96113F-HRTimeline
Connecticut Capital Management Group, L…34,289$1.2M0.96%+67913F-HRTimeline
Global Assets Advisory, LLC33,785$1.18M0.26%new13F-HRTimeline
Blom & Howell Financial Planning, Inc.32,214$1.12M0.94%+12,26013F-HRTimeline
Smith Partners Wealth Management, LLC29,560$1.03M0.82%+10,95213F-HRTimeline
United Advisor Group, LLC29,042$1.01M0.11%+66913F-HRTimeline
Freedom Financial Partners LLC28,478$993K0.32%+33013F-HRTimeline
Mendota Financial Group, LLC28,016$977K0.61%+18,62613F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp27,285$952K<0.01%+2,36513F-HRTimelineGroup
Spectrum Wealth Advisory Group, LLC25,119$876K0.25%-85,05813F-HRTimeline
Integrity Financial Corp /WA23,967$841K0.4%-2,24513F-HRTimeline
Steward Partners Investment Advisory, L…24,097$841K<0.01%+6,52013F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers22,601$788K<0.01%+7,88013F-HRTimelineGroup
Kingsview Wealth Management, LLC22,085$770K0.01%+12,92913F-HRTimeline
JT Stratford LLC21,638$755K0.08%+3,05213F-HRTimeline
Ducere Wealth Management LLC21,397$746K0.22%+5,21013F-HRTimeline
KWB Wealth21,321$744K0.06%new13F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding18,363$641K-625Timeline
Veracity Capital LLC17,793$621K0.17%+2,43513F-HRTimeline
CENTAURUS FINANCIAL, INC.17,511$611K0.02%+8,38613F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC17,469$609K<0.01%new13F-HRTimeline
Town Capital LLC14,700$513K0.33%+8,67913F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…13,245$462K0.01%-6,88813F-HRTimelineGroup
Austin Wealth Management, LLC13,067$456K0.1%-21713F-HRTimeline
Bensler, LLC12,983$453K0.04%+4,58313F-HRTimeline
HARMONY ASSET MANAGEMENT LLC12,869$449K0.12%+5,48413F-HRTimeline
HICKS CAPITAL MANAGEMENT LLC12,398$432K0.35%-1,84313F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…11,797$411K<0.01%-1,37713F-HRTimelineGroup
KELLEHER FINANCIAL ADVISORS11,458$400K0.06%+15813F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP11,167$389K<0.01%+64613F-HRTimelineGroup
COFG Advisors, LLC11,080$386K0.07%new13F-HRTimeline
MILESTONE ASSET MANAGEMENT, LLC10,831$378K0.06%013F-HRTimeline
UPTICK PARTNERS, LLC10,296$359K0.06%+3,01013F-HRTimeline
Bison Wealth, LLC9,813$343K0.03%+3313F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC9,558$333K<0.01%new13F-HRTimelineGroup
Gaddis Premier Wealth Advisors LLC9,161$320K0.19%-1,45813F-HRTimeline
Symphony Financial Services, Inc.8,321$290K0.13%+58613F-HRTimeline
B. Riley Wealth Advisors, Inc.7,501$264K0.01%-99113F-HRTimeline
New Insight Wealth Advisors7,352$256K0.08%new13F-HRTimeline
Petros Family Wealth, LLC7,176$250K0.15%-2,35113F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC7,106$248K<0.01%-51,67513F-HRTimelineGroup
Walleye Partners, LLC6,584$230K0.26%new13F-HRTimeline
OLD MISSION CAPITAL LLC6,420$224K0.01%-54,46613F-HRTimeline
Global Retirement Partners, LLC6,276$219K<0.01%13F-HRTimeline
FIRST NATIONAL BANK & TRUST CO OF NEWTO…6,236$215K0.04%013F-HRTimeline
Gotham Asset Management, LLC6,170$215K<0.01%new13F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC6,164$215K<0.01%-7813F-HRTimeline
MOSAIC FAMILY WEALTH PARTNERS, LLC5,768$201K0.01%new13F-HRTimeline
1015 Capital Partners, LLC3,944$138K0.12%new13F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY3,693$129K<0.01%013F-HRTimelineGroup
Financial Network Wealth Advisors LLC1,300$45.3K0.05%-17413F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.920$32.1K0.02%013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…846$29.5K<0.01%new13F-HRTimelineGroup
Register Financial Advisors LLC401$14K<0.01%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV387$13.5K<0.01%-20813F-HRTimeline
AE Wealth Management LLC372$13K<0.01%013F-HRTimeline
FIDUCIARY FINANCIAL ADVISORS198$6.91K<0.01%new13F-HRTimeline
UBS Group AGin group UBS Group AG122$4.25K<0.01%-13313F-HRTimelineGroup
Parallel Advisors, LLC115$4.01K<0.01%new13F-HRTimeline
Hughes Financial Services, LLC94$3.28K<0.01%-1013F-HRTimeline
Pacifica Partners Inc.70$2.44K<0.01%+213F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…67$2.34K<0.01%-1713F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.42$1.47K<0.01%013F-HRTimeline
Ashton Thomas Private Wealth, LLC40$1.4K<0.01%-11613F-HRTimeline
Aptus Capital Advisors, LLC28$977<0.01%013F-HRTimeline
Farther Finance Advisors, LLC26$907<0.01%-46713F-HRTimeline
IFG Advisory, LLC16$570<0.01%new13F-HRTimeline
ALERUS FINANCIAL NA6$209<0.01%013F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS5$174<0.01%013F-HRTimelineGroup
FMR LLCin group FMR LLC28$96<0.01%+213F-HRTimelineGroup