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Disclosery

PHYL PGIM ETF TR

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ACTV HY BD ETF (fund)

107 managers (109 13F filers) reported a position in PHYL shares at 2025-12-31, 25,139,570 shares in all. 14 filers opened a position and 13 filers sold out during the quarter.

Managers
107
13F filers
109
New
14
Added
57
Reduced
24
Sold out
13
Shares held by filers
25,139,570

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, Q4 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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 INC13,332,491$473M0.57%+9,764,35213F-HRTimelineGroup
State of New Jersey Common Pension Fund…in group State of New Jersey Common Pe…1,725,000$61.2M0.22%+675,00013F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding1,075,984$38.2M+173,945Timeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC871,569$30.9M0.01%+819,94313F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…564,884$20M0.01%+188,68413F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC440,407$15.6M<0.01%+369,06913F-HRTimelineGroup
LPL Financial LLC422,949$15M<0.01%+56,96913F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…376,538$13.4M0.02%+317,59113F-HRTimelineGroup
Capital Analysts, LLCin group Capital Analysts, LLC351,208$12.5M0.34%+141,46613F-HR/ATimelineGroup
Inspire Advisors, LLCin group Inspire Investing, LLC341,309$12.1M1.11%+20,66113F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO334,677$11.9M<0.01%+20,15713F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA289,709$10.3M<0.01%+13,81913F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN251,018$8.91M<0.01%+5,27213F-HRTimelineGroup
RFG Advisory, LLC223,177$7.92M0.15%+132,13513F-HRTimeline
Vestmark Advisory Solutions, Inc.219,727$7.8M0.11%-35,08013F-HRTimeline
MML INVESTORS SERVICES, LLC203,261$7.21M0.02%-44,89113F-HRTimeline
Cetera Investment Advisers183,470$6.51M0.01%new13F-HRTimeline
Foguth Wealth Management, LLC.170,817$6.06M0.94%13F-HRTimeline
CacheTech Inc.156,041$5.54M1.03%-1,64813F-HRTimeline
Ellenbecker Investment Group154,374$5.48M0.77%+32,74513F-HRTimeline
Adams Wealth Management147,077$5.22M1.11%-69413F-HRTimeline
American Alpha Advisors, LLC146,882$5.21M3.29%-1,95013F-HR/ATimeline
OneDigital Investment Advisors LLC140,061$4.97M0.05%+32,88613F-HRTimeline
Advisory Resource Group139,852$4.96M0.87%+7,20513F-HRTimeline
Fifth Third Securities, Inc.in group FIFTH THIRD BANK, NATIONAL AS…132,918$4.72M0.31%+19,65313F-HRTimelineGroup
PFW Advisors LLC132,465$4.7M1.42%+63313F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP130,193$4.62M<0.01%+64,90813F-HRTimelineGroup
Ocean Park Asset Management, LLC128,300$4.55M0.21%013F-HRTimeline
Breakwater Capital Group115,560$4.1M0.57%+49,10913F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC112,408$3.99M<0.01%new13F-HRTimelineGroup
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.110,594$3.92M0.04%+9,69513F-HRTimelineGroup
SAX WEALTH ADVISORS, LLC104,016$3.69M0.17%+14,18413F-HRTimeline
Cambridge Investment Research Advisors,…102,668$3.64M0.01%new13F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP96,042$3.41M<0.01%+20,41613F-HRTimelineGroup
EARNED WEALTH ADVISORS, LLC86,113$3.06M0.22%+20,64313F-HR/ATimeline
Mutual Advisors, LLC78,129$2.77M0.06%new13F-HRTimeline
Smartleaf Asset Management LLC72,541$2.58M0.1%+64,77113F-HRTimeline
ALONGSIDE, LLC68,975$2.45M0.81%13F-HRTimeline
Clarity Retirement & Wealth, LLC62,846$2.23M1.96%13F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC60,975$2.16M<0.01%+9,23713F-HRTimeline
Keenan, LLC59,595$2.11M1.86%13F-HR/ATimeline
TrustBankin group TrustBank56,748$2.01M0.84%13F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.52,720$1.87M0.01%+1,74113F-HRTimelineGroup
First Citizens Financial Corp51,036$1.81M0.89%+4,72513F-HRTimeline
RFG - Bristol Wealth Advisors, LLC51,026$1.81M0.5%+2,71013F-HRTimeline
Fjell Capital, LLC49,164$1.74M1.34%+49413F-HRTimeline
Gibbs Wealth Management45,548$1.62M0.39%-3,14413F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.45,323$1.61M<0.01%-3,72313F-HRTimelineGroup
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC44,760$1.59M0.01%+11,17413F-HRTimelineGroup
SCHMIDT P J INVESTMENT MANAGEMENT INC40,594$1.44M0.23%+1,72713F-HRTimeline
J.W. COLE ADVISORS, INC.40,384$1.43M0.03%+5,00213F-HRTimeline
ROVIN CAPITAL /UT/ /ADV39,984$1.42M0.38%+8,80413F-HRTimeline
InTrack Investment Management Inc37,520$1.33M0.74%+8,46113F-HRTimeline
MRA Advisory Group35,125$1.25M0.52%new13F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp34,215$1.21M<0.01%new13F-HRTimelineGroup
Connecticut Capital Management Group, L…33,980$1.21M1.15%13F-HRTimeline
FFG RETIREMENT ADVISORS LLC31,842$1.13M0.7%-14113F-HRTimeline
Freedom Financial Partners LLC29,686$1.05M0.38%+1,48813F-HRTimeline
Blom & Howell Financial Planning, Inc.28,465$1.01M1%13F-HRTimeline
Integrity Financial Corp /WA26,121$931K0.47%-1813F-HRTimeline
United Advisor Group, LLC26,175$929K0.12%+2,36313F-HRTimeline
VICTORY FINANCIAL GROUP, LLC25,148$892K0.11%+11,07613F-HRTimeline
M Holdings Securities, Inc.23,666$840K0.06%new13F-HRTimeline
Strategic Blueprint, LLC23,287$826K0.05%+6213F-HRTimeline
Hoxton Planning & Management, LLC22,084$784K0.23%-20313F-HRTimeline
Claro Advisors Inc.21,861$776K0.11%+4,37413F-HRTimeline
MBE Wealth Management, LLC20,760$737K0.31%-30913F-HRTimeline
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…19,776$702K0.11%new13F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 2 filers holding19,018$675K+12,492Timeline
Petros Family Wealth, LLC18,625$661K0.44%new13F-HRTimeline
HICKS CAPITAL MANAGEMENT LLC16,896$599K0.6%+4,92613F-HRTimeline
JT Stratford LLC16,303$578K0.07%-29713F-HRTimeline
Steward Partners Investment Advisory, L…14,062$499K<0.01%+59213F-HRTimeline
Veracity Capital LLC13,982$496K0.15%+6,87513F-HRTimeline
Austin Wealth Management, LLC12,780$455K0.07%-2,61813F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…12,003$426K0.01%-1,29713F-HRTimelineGroup
MILESTONE ASSET MANAGEMENT, LLC11,402$405K0.08%-36013F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.11,095$394K0.02%+1,54313F-HRTimelineGroup
KELLEHER FINANCIAL ADVISORS10,891$386K0.09%new13F-HRTimeline
Smith Partners Wealth Management, LLC10,435$370K0.34%13F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP10,360$368K<0.01%+1,94913F-HRTimelineGroup
ALEXANDER LABRUNERIE & CO., INC.9,446$335K0.12%+15013F-HRTimeline
Bison Wealth, LLC9,647$334K0.04%+7013F-HRTimeline
Mendota Financial Group, LLC8,970$318K0.23%+4,29413F-HRTimeline
Gaddis Premier Wealth Advisors LLC8,276$294K0.22%13F-HRTimeline
Symphony Financial Services, Inc.7,132$253K0.13%+10613F-HRTimeline
Private Advisor Group, LLC6,976$248K<0.01%-1,87613F-HRTimeline
Bensler, LLC6,948$247K0.02%+62313F-HRTimeline
PRIVATE TRUST CO NA6,667$237K0.02%+55113F-HRTimeline
EP Wealth Advisors, LLC6,570$233K<0.01%13F-HRTimeline
Global Retirement Partners, LLC4,497$160K<0.01%+30513F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY4,099$145K<0.01%+21613F-HR/ATimelineGroup
Anchor Investment Management, LLC3,067$109K0.01%+2213F-HRTimeline
Financial Network Wealth Advisors LLC1,556$55.2K0.06%-12113F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV1,537$54.5K<0.01%-32213F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.929$33K0.03%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.381$13.5K<0.01%-1,57313F-HRTimeline
CWM, LLCin group CWM, LLC360$13K<0.01%-48613F-HRTimelineGroup
Farther Finance Advisors, LLC219$7.77K<0.01%-4613F-HRTimeline
Sound Income Strategies, LLC200$7.14K<0.01%013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.135$4.79K<0.01%new13F-HRTimelineGroup
Hughes Financial Services, LLC104$3.69K<0.01%-40513F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…90$3.19K<0.01%-113F-HRTimelineGroup
NBT BANK, N.A.in group NBT BANK, N.A.35$1.24K<0.01%-113F-HRTimelineGroup
Aptus Capital Advisors, LLC28$993<0.01%013F-HRTimeline
ALERUS FINANCIAL NA6$213<0.01%013F-HRTimeline
FMR LLCin group FMR LLC25$89<0.01%+913F-HRTimelineGroup