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Disclosery

PHYL PGIM ETF TR

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ACTV HY BD ETF (fund)

85 managers (86 13F filers) reported a position in PHYL shares at 2025-03-31, 7,064,946 shares in all. 17 filers opened a position and 5 filers sold out during the quarter.

Managers
85
13F filers
86
New
17
Added
51
Reduced
12
Sold out
5
Shares held by filers
7,064,946

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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 INC1,426,243$50.1M0.07%+180,72113F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding571,250$19.9M+222,761Timeline
State of New Jersey Common Pension Fund…in group State of New Jersey Common Pe…475,000$16.5M0.07%+125,00013F-HRTimelineGroup
LPL Financial LLC431,349$15M0.01%+179,53913F-HRTimeline
Ocean Park Asset Management, LLC367,800$12.8M0.45%+143,10013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO347,799$12.1M<0.01%+13,85713F-HRTimelineGroup
Vestmark Advisory Solutions, Inc.230,833$8.04M0.21%-16,06513F-HRTimeline
Hughes Financial Services, LLC225,612$7.82M1.53%+8,79813F-HRTimeline
MML INVESTORS SERVICES, LLC220,731$7.69M0.03%+113,37313F-HRTimeline
Foguth Wealth Management, LLC.196,687$6.85M1.66%+111,28813F-HRTimeline
Signal Advisors Wealth, LLC188,052$6.55M0.64%+64,46413F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN171,395$5.97M<0.01%+49,04513F-HRTimelineGroup
American Alpha Advisors, LLC170,436$5.93M5.26%+7,45113F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…161,282$5.62M<0.01%+60,41913F-HRTimelineGroup
CacheTech Inc.142,881$4.7M0.92%+10,01313F-HRTimeline
Adams Wealth Management135,078$4.7M0.92%+2,21013F-HRTimeline
PFW Advisors LLC131,812$4.59M1.44%-4,74413F-HRTimeline
Advisory Resource Group115,686$4.03M0.82%new13F-HRTimeline
Fifth Third Securities, Inc.in group FIFTH THIRD BANK, NATIONAL AS…100,927$3.51M0.3%+6,37813F-HRTimelineGroup
Counterpoint Mutual Funds LLC100,000$3.48M0.5%013F-HRTimeline
TOWNSQUARE CAPITAL LLC92,540$3.22M0.03%-4,78413F-HRTimeline
Fjell Capital, LLC90,617$3.16M3.2%-6,93413F-HRTimeline
Ellenbecker Investment Group76,381$2.66M0.48%+28,31713F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC54,088$1.88M<0.01%+5,90713F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.51,806$1.77M0.02%+20,20413F-HRTimelineGroup
Gibbs Wealth Management49,092$1.71M0.41%+81413F-HRTimeline
FFG RETIREMENT ADVISORS LLC47,399$1.65M1.12%new13F-HRTimeline
SAX WEALTH ADVISORS, LLC47,238$1.64M0.12%+21,48413F-HRTimeline
Strategic Blueprint, LLC39,179$1.36M0.07%+5,32413F-HRTimeline
First Citizens Financial Corp39,067$1.36M0.77%+2,51513F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC35,012$1.22M0.01%+10,53113F-HRTimelineGroup
EARNED WEALTH ADVISORS, LLC33,131$1.15M0.25%new13F-HRTimeline
Breakwater Capital Group29,473$1.03M0.18%new13F-HRTimeline
Claro Advisors Inc.28,792$1M0.13%+1,08413F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.28,275$985K<0.01%-10,08413F-HRTimelineGroup
ROVIN CAPITAL /UT/ /ADV28,054$977K0.31%+3,45413F-HRTimeline
Austin Private Wealth, LLC25,721$896K0.08%+3,99113F-HRTimeline
Freedom Financial Partners LLC23,894$832K0.39%+11,01713F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP22,075$769K<0.01%+14,37913F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC21,043$733K<0.01%-68713F-HRTimeline
J.W. COLE ADVISORS, INC.20,282$706K0.02%new13F-HRTimeline
MBE Wealth Management, LLC19,526$680K0.33%new13F-HRTimeline
One Wealth Advisors, LLC18,297$637K0.1%+81113F-HRTimeline
INTEGRITY ALLIANCE, LLC.18,203$634K0.03%+3,33213F-HRTimeline
Horst & Graben Wealth Management LLC17,525$610K0.11%+1,08313F-HRTimeline
Better Money Decisions, LLC14,692$512K0.34%+1,54213F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP13,242$461K<0.01%013F-HRTimelineGroup
MILESTONE ASSET MANAGEMENT, LLC12,456$434K0.09%+28013F-HRTimeline
Austin Wealth Management, LLC11,823$409K0.08%+4,29413F-HRTimeline
Garden State Investment Advisory Servic…11,264$392K0.13%-3,81113F-HRTimeline
Ashton Thomas Private Wealth, LLC10,956$381K0.01%+2,75713F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.10,468$364K0.02%+3,14213F-HRTimelineGroup
ALEXANDER LABRUNERIE & CO., INC.9,289$323K0.14%+10213F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA8,719$304K<0.01%+6,30613F-HR/ATimelineGroup
Bison Wealth, LLC8,727$304K0.03%new13F-HRTimeline
Private Advisor Group, LLC8,693$303K<0.01%+37513F-HRTimeline
Atria Wealth Solutions, Inc.8,237$287K<0.01%new13F-HRTimeline
Symphony Financial Services, Inc.8,197$286K0.19%+43613F-HRTimeline
OneDigital Investment Advisors LLC7,737$269K<0.01%-3,82813F-HRTimeline
KELLEHER FINANCIAL ADVISORS7,329$240K0.1%new13F-HRTimeline
Cambridge Investment Research Advisors,…6,690$233K<0.01%new13F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC6,207$216K<0.01%new13F-HR/ATimelineGroup
VICTORY FINANCIAL GROUP, LLC5,823$203K0.04%new13F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV4,149$144K0.01%+20913F-HRTimeline
Gen-Wealth Partners Inc4,026$140K0.06%+50313F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC3,773$131K<0.01%new13F-HRTimelineGroup
PRIVATE TRUST CO NA3,000$104K0.01%013F-HRTimeline
Anchor Investment Management, LLC2,498$87K0.01%+2313F-HRTimeline
HARBOUR INVESTMENTS, INC.2,177$75.8K<0.01%+1613F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY1,653$57.6K<0.01%013F-HRTimelineGroup
Financial Network Wealth Advisors LLC1,642$57.2K0.08%+46913F-HRTimeline
Mendota Financial Group, LLC1,517$52.8K0.06%new13F-HRTimeline
STEPH & CO551$19.2K0.01%-2413F-HRTimeline
PSI Advisors, LLC442$15.4K0.01%+2113F-HRTimeline
Semmax Financial Advisors Inc.373$12.9K<0.01%+3413F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.241$8.39K<0.01%+313F-HRTimelineGroup
AE Wealth Management LLC217$7.57K<0.01%-17413F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management186$6.48K<0.01%+413F-HRTimelineGroup
Global Wealth Strategies & Associates166$5.78K<0.01%new13F-HRTimeline
CWM, LLCin group CWM, LLC153$5K<0.01%+13313F-HRTimelineGroup
NBT BANK, N.A.in group NBT BANK, N.A.35$1.22K<0.01%new13F-HRTimelineGroup
Aptus Capital Advisors, LLC28$975<0.01%new13F-HRTimeline
FMR LLCin group FMR LLC6$229<0.01%013F-HRTimelineGroup
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…1$35<0.01%-21513F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.