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Disclosery

PHYL PGIM ETF TR

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ACTV HY BD ETF (fund)

98 managers (98 13F filers) reported a position in PHYL shares at 2025-09-30, 11,184,673 shares in all. 16 filers opened a position and 7 filers sold out during the quarter.

Managers
98
13F filers
98
New
16
Added
59
Reduced
18
Sold out
7
Shares held by filers
11,184,673

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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 INC3,568,139$128M0.15%+1,672,07413F-HRTimelineGroup
State of New Jersey Common Pension Fund…in group State of New Jersey Common Pe…1,050,000$37.5M0.14%+275,00013F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC902,039$32.2M0.01%+221,24213F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…376,200$13.4M0.01%+129,67113F-HRTimelineGroup
LPL Financial LLC365,980$13.1M<0.01%+51113F-HRTimeline
Inspire Advisors, LLCin group Inspire Investing, LLC320,648$11.5M1.1%+37,11313F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO314,520$11.2M<0.01%+5,49613F-HR/ATimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA275,890$9.86M<0.01%+257,69413F-HRTimelineGroup
Vestmark Advisory Solutions, Inc.254,807$9.11M0.17%-302,08313F-HRTimeline
MML INVESTORS SERVICES, LLC248,152$8.87M0.02%+19,16213F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN245,746$8.79M<0.01%+46,24913F-HRTimelineGroup
Capital Analysts, LLCin group Capital Analysts, LLC209,742$7.5M0.22%+181,44713F-HRTimelineGroup
Redhawk Wealth Advisors, Inc.161,121$5.76M0.67%new13F-HRTimeline
CacheTech Inc.157,689$5.64M1.13%+8,90613F-HRTimeline
American Alpha Advisors, LLC148,832$5.32M3.85%+4,13013F-HRTimeline
Adams Wealth Management147,771$5.28M1.13%-1,01213F-HRTimeline
Advisory Resource Group132,647$4.74M0.85%+9,82613F-HRTimeline
PFW Advisors LLC131,832$4.71M1.39%+59613F-HRTimeline
Ocean Park Asset Management, LLC128,300$4.59M0.19%-239,50013F-HRTimeline
Ellenbecker Investment Group121,629$4.35M0.64%+26,88513F-HRTimeline
Fifth Third Securities, Inc.in group FIFTH THIRD BANK, NATIONAL AS…113,265$4.05M0.28%+7,17413F-HRTimelineGroup
OneDigital Investment Advisors LLC107,175$3.83M0.04%+56,94713F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.100,899$3.61M0.04%new13F-HRTimelineGroup
RFG Advisory, LLC91,042$3.25M0.07%+10,70713F-HRTimeline
SAX WEALTH ADVISORS, LLC89,832$3.21M0.17%+27,02713F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP75,626$2.7M<0.01%+42,79113F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC71,338$2.55M<0.01%+22,76813F-HRTimelineGroup
Breakwater Capital Group66,451$2.38M0.35%+8,72913F-HRTimeline
EARNED WEALTH ADVISORS, LLC65,470$2.34M0.39%+13,51913F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP65,285$2.33M<0.01%+3,88613F-HRTimelineGroup
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…58,947$2.11M<0.01%-229,73313F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC51,738$1.85M<0.01%+21,52313F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC51,626$1.85M<0.01%new13F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.50,979$1.82M0.01%+4,23513F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.49,046$1.75M<0.01%+3,07513F-HRTimelineGroup
Gibbs Wealth Management48,692$1.74M0.39%-7,96413F-HRTimeline
Fjell Capital, LLC48,670$1.74M1.53%-2,56813F-HRTimeline
RFG - Bristol Wealth Advisors, LLC48,316$1.73M0.5%new13F-HRTimeline
First Citizens Financial Corp46,311$1.66M0.82%+8,99713F-HRTimeline
SCHMIDT P J INVESTMENT MANAGEMENT INC38,867$1.39M0.23%+2,90413F-HRTimeline
J.W. COLE ADVISORS, INC.35,382$1.26M0.02%+8,52913F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC33,586$1.2M0.01%new13F-HRTimelineGroup
FFG RETIREMENT ADVISORS LLC31,983$1.14M0.71%-3,62213F-HRTimeline
ROVIN CAPITAL /UT/ /ADV31,180$1.11M0.31%+1,30513F-HR/ATimeline
InTrack Investment Management Inc29,059$1.04M0.62%+73513F-HRTimeline
Freedom Financial Partners LLC28,198$1.01M0.38%+3,03113F-HRTimeline
Integrity Financial Corp /WA26,139$934K0.45%+5,45413F-HRTimeline
United Advisor Group, LLC23,812$851K0.11%+2,66813F-HRTimeline
Strategic Blueprint, LLC23,225$830K0.04%+6,41713F-HRTimeline
Hoxton Planning & Management, LLC22,287$797K0.26%-1,20413F-HRTimeline
MBE Wealth Management, LLC21,069$753K0.33%+44313F-HRTimeline
Claro Advisors Inc.17,487$625K0.09%+92413F-HRTimeline
JT Stratford LLC16,600$593K0.08%new13F-HRTimeline
Austin Wealth Management, LLC15,398$547K0.09%+2,36913F-HRTimeline
VICTORY FINANCIAL GROUP, LLC14,072$503K0.07%+5,56613F-HRTimeline
Steward Partners Investment Advisory, L…13,470$482K<0.01%+12,80713F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…13,300$475K0.01%+13613F-HRTimelineGroup
HICKS CAPITAL MANAGEMENT LLC11,970$428K0.7%new13F-HRTimeline
MILESTONE ASSET MANAGEMENT, LLC11,762$420K0.08%-2,27313F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.9,552$341K0.02%+7213F-HRTimelineGroup
Bison Wealth, LLC9,577$338K0.03%+2,03213F-HRTimeline
PFG Advisors9,368$335K0.01%+60813F-HRTimeline
ALEXANDER LABRUNERIE & CO., INC.9,296$332K0.12%-2813F-HRTimeline
Garden State Investment Advisory Servic…9,110$326K0.08%-46413F-HRTimeline
Private Advisor Group, LLC8,852$316K<0.01%new13F-HRTimeline
Ashton Thomas Private Wealth, LLC8,821$315K0.01%+1,01513F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP8,411$301K<0.01%013F-HRTimelineGroup
Smartleaf Asset Management LLC7,770$278K0.02%+7,04713F-HRTimeline
Veracity Capital LLC7,107$254K0.08%new13F-HRTimeline
Symphony Financial Services, Inc.7,026$251K0.14%-1,26613F-HRTimeline
INTEGRITY ALLIANCE, LLC.6,896$247K0.01%+80313F-HRTimeline
FLOW TRADERS U.S. LLC6,790$243K0.01%-15,28613F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC6,526$233K<0.01%new13F-HRTimelineGroup
Bensler, LLC6,325$226K0.02%new13F-HRTimeline
PRIVATE TRUST CO NA6,116$219K0.02%new13F-HRTimeline
One Wealth Advisors, LLC5,638$202K0.03%-23413F-HRTimeline
Mendota Financial Group, LLC4,676$167K0.12%+59713F-HRTimeline
Global Retirement Partners, LLC4,192$150K<0.01%+20413F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY3,883$139K<0.01%+2,23013F-HR/ATimelineGroup
Anchor Investment Management, LLC3,045$109K0.01%+52313F-HRTimeline
STANCE CAPITAL LLC1,970$70.4K0.03%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.1,954$69.9K<0.01%+43013F-HRTimeline
Gen-Wealth Partners Inc1,861$66.5K0.02%-6413F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV1,859$66.5K<0.01%-1,50913F-HRTimeline
Financial Network Wealth Advisors LLC1,677$60K0.07%+3513F-HRTimeline
AE Wealth Management LLC1,268$45.3K<0.01%+1,18113F-HRTimeline
MONTAG A & ASSOCIATES INC1,174$42K<0.01%new13F-HRTimeline
CWM, LLCin group CWM, LLC846$30K<0.01%+18313F-HRTimelineGroup
STEPH & CO551$19.7K0.01%013F-HRTimeline
Hughes Financial Services, LLC509$18K<0.01%-60213F-HRTimeline
Farther Finance Advisors, LLC265$9.47K<0.01%new13F-HRTimeline
Sound Income Strategies, LLC200$7.07K<0.01%new13F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.147$5.25K<0.01%+513F-HRTimelineGroup
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…91$3.25K<0.01%-213F-HRTimelineGroup
NBT BANK, N.A.in group NBT BANK, N.A.36$1.25K<0.01%+113F-HRTimelineGroup
Aptus Capital Advisors, LLC28$1K<0.01%013F-HRTimeline
ALERUS FINANCIAL NA6$215<0.01%013F-HRTimeline
FMR LLCin group FMR LLC16$58<0.01%013F-HRTimelineGroup