Skip to content
Disclosery

PHYL PGIM ETF TR

Follow

ACTV HY BD ETF (fund)

93 managers (93 13F filers) reported a position in PHYL shares at 2025-06-30, 8,715,195 shares in all. 17 filers opened a position and 11 filers sold out during the quarter.

Managers
93
13F filers
93
New
17
Added
38
Reduced
30
Sold out
11
Shares held by filers
8,715,195

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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 INC1,896,065$66.7M0.09%+469,82213F-HRTimelineGroup
State of New Jersey Common Pension Fund…in group State of New Jersey Common Pe…775,000$27.5M0.11%+300,00013F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding680,797$24.2M+109,547Timeline
Vestmark Advisory Solutions, Inc.556,890$19.8M0.29%+326,05713F-HRTimeline
LPL Financial LLC365,469$13M<0.01%-65,88013F-HRTimeline
Ocean Park Asset Management, LLC367,800$12.8M0.45%013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO309,024$11M<0.01%-38,77513F-HRTimelineGroup
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…288,680$10.2M0.02%new13F-HR/ATimelineGroup
Inspire Advisors, LLCin group Inspire Investing, LLC283,535$10.1M1.04%new13F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…246,529$8.75M0.01%+85,24713F-HRTimelineGroup
MML INVESTORS SERVICES, LLC228,990$8.13M0.02%+8,25913F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN199,497$7.08M<0.01%+28,10213F-HRTimelineGroup
Foguth Wealth Management, LLC.161,000$5.71M1.22%-35,68713F-HRTimeline
Signal Advisors Wealth, LLC157,783$5.6M0.44%-30,26913F-HRTimeline
Adams Wealth Management148,783$5.28M1.01%+13,70513F-HRTimeline
CacheTech Inc.148,783$5.28M0.97%+5,90213F-HRTimeline
American Alpha Advisors, LLC144,702$5.14M4.14%-25,73413F-HRTimeline
PFW Advisors LLC131,236$4.66M1.43%-57613F-HRTimeline
Advisory Resource Group122,821$4.36M0.84%+7,13513F-HRTimeline
Fifth Third Securities, Inc.in group FIFTH THIRD BANK, NATIONAL AS…106,091$3.77M0.28%+5,16413F-HRTimelineGroup
Ellenbecker Investment Group94,744$3.36M0.54%+18,36313F-HRTimeline
RFG Advisory, LLC80,335$2.85M0.07%new13F-HRTimeline
SAX WEALTH ADVISORS, LLC62,805$2.23M0.13%+15,56713F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP61,399$2.18M<0.01%+39,32413F-HRTimelineGroup
Breakwater Capital Group57,722$2.05M0.33%+28,24913F-HRTimeline
Gibbs Wealth Management56,656$2.01M0.39%+7,56413F-HRTimeline
EARNED WEALTH ADVISORS, LLC51,951$1.84M0.36%+18,82013F-HRTimeline
Fjell Capital, LLC51,238$1.82M1.69%-39,37913F-HRTimeline
OneDigital Investment Advisors LLC50,228$1.78M0.02%+42,49113F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC48,570$1.72M<0.01%-5,51813F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.46,744$1.66M0.01%-5,06213F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.45,971$1.63M<0.01%+17,69613F-HR/ATimelineGroup
First Citizens Financial Corp37,314$1.32M0.73%-1,75313F-HRTimeline
SCHMIDT P J INVESTMENT MANAGEMENT INC35,963$1.28M0.22%new13F-HRTimeline
FFG RETIREMENT ADVISORS LLC35,605$1.26M0.79%-11,79413F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP32,835$1.16M<0.01%new13F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC30,215$1.07M<0.01%+9,17213F-HRTimeline
ROVIN CAPITAL /UT/ /ADV29,875$1.06M0.32%+1,82113F-HRTimeline
InTrack Investment Management Inc28,324$1.01M0.68%new13F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC28,295$1M0.03%+24,52213F-HRTimelineGroup
J.W. COLE ADVISORS, INC.26,853$953K0.02%+6,57113F-HRTimeline
Freedom Financial Partners LLC25,167$893K0.38%+1,27313F-HRTimeline
Hoxton Planning & Management, LLC23,491$834K0.29%new13F-HRTimeline
FLOW TRADERS U.S. LLC22,076$783K0.03%new13F-HRTimeline
United Advisor Group, LLC21,144$750K0.13%new13F-HRTimeline
Integrity Financial Corp /WA20,685$734K0.37%new13F-HRTimeline
MBE Wealth Management, LLC20,626$732K0.32%+1,10013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA18,196$647K<0.01%+9,47713F-HR/ATimelineGroup
Strategic Blueprint, LLC16,808$597K0.03%-22,37113F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC16,668$592K<0.01%+10,46113F-HRTimelineGroup
Claro Advisors Inc.16,563$588K0.1%-12,22913F-HRTimeline
Better Money Decisions, LLC14,250$506K0.31%-44213F-HRTimeline
MILESTONE ASSET MANAGEMENT, LLC14,035$498K0.11%+1,57913F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…13,164$467K0.01%new13F-HRTimelineGroup
Austin Wealth Management, LLC13,029$462K0.08%+1,20613F-HRTimeline
Cambridge Investment Research Advisors,…10,998$390K<0.01%+4,30813F-HRTimeline
Garden State Investment Advisory Servic…9,574$340K0.09%-1,69013F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.9,480$336K0.02%-98813F-HRTimelineGroup
ALEXANDER LABRUNERIE & CO., INC.9,324$331K0.14%+3513F-HRTimeline
PFG Advisors8,760$311K0.01%new13F-HRTimeline
VICTORY FINANCIAL GROUP, LLC8,506$302K0.05%+2,68313F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP8,411$299K<0.01%-4,83113F-HRTimelineGroup
Symphony Financial Services, Inc.8,292$295K0.18%+9513F-HRTimeline
Ashton Thomas Private Wealth, LLC7,806$277K0.01%-3,15013F-HRTimeline
Bison Wealth, LLC7,545$266K0.02%-1,18213F-HRTimeline
KELLEHER FINANCIAL ADVISORS7,072$251K0.09%-25713F-HRTimeline
TOWNSQUARE CAPITAL LLC6,610$235K0.02%-85,93013F-HRTimeline
KWB Wealth6,702$233K0.03%new13F-HRTimeline
INTEGRITY ALLIANCE, LLC.6,093$216K0.01%-12,11013F-HRTimeline
One Wealth Advisors, LLC5,872$208K0.03%-12,42513F-HRTimeline
Mendota Financial Group, LLC4,079$145K0.14%+2,56213F-HRTimeline
Global Retirement Partners, LLC3,988$142K<0.01%13F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV3,368$120K0.01%-78113F-HRTimeline
Anchor Investment Management, LLC2,522$89.5K0.01%+2413F-HRTimeline
Gen-Wealth Partners Inc1,925$68.3K0.03%-2,10113F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY1,653$58.7K<0.01%013F-HRTimelineGroup
Financial Network Wealth Advisors LLC1,642$58.3K0.07%013F-HRTimeline
HARBOUR INVESTMENTS, INC.1,524$54.1K<0.01%-65313F-HRTimeline
Hughes Financial Services, LLC1,111$39.3K0.01%-224,50113F-HRTimeline
Smartleaf Asset Management LLC723$25.6K<0.01%new13F-HRTimeline
CWM, LLCin group CWM, LLC663$24K<0.01%+51013F-HRTimelineGroup
Steward Partners Investment Advisory, L…663$23.5K<0.01%new13F-HRTimeline
STEPH & CO551$19.6K0.01%013F-HRTimeline
Semmax Financial Advisors Inc.302$10.7K<0.01%-7113F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.142$5.04K<0.01%-9913F-HRTimelineGroup
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…93$3.3K<0.01%+9213F-HRTimelineGroup
AE Wealth Management LLC87$3.1K<0.01%-13013F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.35$1.24K<0.01%013F-HRTimelineGroup
Aptus Capital Advisors, LLC28$994<0.01%013F-HRTimeline
FMR LLCin group FMR LLC16$560<0.01%+1013F-HRTimelineGroup
UBS Group AGin group UBS Group AG10$355<0.01%new13F-HRTimelineGroup
ALERUS FINANCIAL NA6$213<0.01%new13F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.