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Disclosery

PHYL PGIM ETF TR

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ACTV HY BD ETF (fund)

124 managers (127 13F filers) reported a position in PHYL shares at 2026-03-31, 34,636,248 shares in all. 30 filers opened a position and 8 filers sold out during the quarter.

Managers
124
13F filers
127
New
30
Added
64
Reduced
25
Sold out
8
Shares held by filers
34,636,248

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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 INC19,794,108$685M0.84%+6,461,61713F-HRTimelineGroup
State of New Jersey Common Pension Fund…in group State of New Jersey Common Pe…2,175,000$75.3M0.29%+450,00013F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding1,377,023$47.7M+301,039Timeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,333,765$46.2M0.01%+893,35813F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC1,261,120$43.7M0.01%+389,55113F-HR/ATimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…723,228$25M0.01%+158,34413F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN520,828$18M<0.01%+269,81013F-HR/ATimelineGroup
Capital Analysts, LLCin group Capital Analysts, LLC487,663$16.9M0.44%+136,45513F-HRTimelineGroup
LPL Financial LLC455,159$15.8M<0.01%+32,21013F-HRTimeline
Cetera Investment Advisers377,707$13.1M0.01%+194,23713F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO372,705$12.9M<0.01%+38,02813F-HR/ATimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA327,513$11.3M<0.01%+37,80413F-HRTimelineGroup
Inspire Advisors, LLCin group Inspire Investing, LLC245,488$8.5M0.69%-95,82113F-HRTimelineGroup
RFG Advisory, LLC235,187$8.14M0.15%+12,01013F-HRTimeline
MML INVESTORS SERVICES, LLC232,300$8.04M0.02%+29,03913F-HRTimeline
Ellenbecker Investment Group182,603$6.32M0.85%+28,22913F-HRTimeline
OneDigital Investment Advisors LLC179,621$6.22M0.06%+39,56013F-HRTimeline
Vestmark Advisory Solutions, Inc.165,721$5.74M0.06%-54,00613F-HRTimeline
CacheTech Inc.158,473$5.49M1.06%+2,43213F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP157,413$5.45M0.01%+27,22013F-HRTimelineGroup
American Alpha Advisors, LLC153,538$5.32M3.11%+6,65613F-HRTimeline
Adams Wealth Management149,093$5.16M1.13%+2,01613F-HRTimeline
Advisory Resource Group148,164$5.13M0.88%+8,31213F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding148,077$5.13M+15,159Timeline
KFA Private Wealth Group, LLC141,233$4.89M1.17%new13F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP133,200$4.6M<0.01%+37,15813F-HRTimelineGroup
Ocean Park Asset Management, LLC128,300$4.44M0.26%013F-HR/ATimeline
Foguth Wealth Management, LLC.126,360$4.43M0.52%-44,45713F-HRTimeline
Cambridge Investment Research Advisors,…127,079$4.4M0.01%+24,41113F-HRTimeline
Breakwater Capital Group121,146$4.2M0.56%+5,58613F-HRTimeline
Spectrum Wealth Advisory Group, LLC110,177$3.82M1.42%new13F-HRTimeline
EARNED WEALTH ADVISORS, LLC108,624$3.76M0.25%+22,51113F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.108,066$3.74M0.04%-2,52813F-HRTimelineGroup
SAX WEALTH ADVISORS, LLC104,016$3.69M0.18%013F-HRTimeline
Smartleaf Asset Management LLC97,623$3.38M0.12%+25,08213F-HRTimeline
Mutual Advisors, LLC95,942$3.32M0.07%+17,81313F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.87,292$3.02M<0.01%+41,96913F-HRTimelineGroup
Keenan, LLC84,136$2.9M2.45%+24,54113F-HRTimeline
Advyzon Investment Management, LLC80,299$2.78M0.25%new13F-HRTimeline
Clarity Retirement & Wealth, LLC68,012$2.36M1.9%+5,16613F-HRTimeline
PFW Advisors LLC67,232$2.33M0.73%-65,23313F-HRTimeline
First Citizens Financial Corp64,399$2.23M1.05%+13,36313F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…64,192$2.22M<0.01%-312,34613F-HRTimelineGroup
Seros Financial, LLC61,709$2.14M1.36%new13F-HRTimeline
OLD MISSION CAPITAL LLC60,886$2.11M0.05%new13F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC58,781$2.04M<0.01%-53,62713F-HRTimelineGroup
RFG - Bristol Wealth Advisors, LLC56,494$1.96M0.53%+5,46813F-HRTimeline
MRA Advisory Group51,714$1.79M0.73%+16,58913F-HRTimeline
Fjell Capital, LLC51,166$1.77M1.36%+2,00213F-HRTimeline
SCHMIDT P J INVESTMENT MANAGEMENT INC50,465$1.75M0.29%+9,87113F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC48,868$1.69M0.01%+4,10813F-HRTimelineGroup
VICTORY FINANCIAL GROUP, LLC46,375$1.61M0.2%+21,22713F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC44,189$1.53M0.03%new13F-HRTimeline
Gibbs Wealth Management43,224$1.5M0.2%-2,32413F-HRTimeline
M Holdings Securities, Inc.41,413$1.46M0.1%+17,74713F-HRTimeline
InTrack Investment Management Inc40,955$1.42M0.81%+3,43513F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
TrustBankin group TrustBank39,750$1.38M0.53%-16,99813F-HRTimelineGroup
Hoxton Planning & Management, LLC37,391$1.29M0.39%+15,30713F-HRTimeline
Connecticut Capital Management Group, L…33,610$1.16M1.1%-37013F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.29,104$1.03M0.01%-23,61613F-HRTimelineGroup
United Advisor Group, LLC28,373$983K0.12%+2,19813F-HRTimeline
Freedom Financial Partners LLC28,148$975K0.35%-1,53813F-HRTimeline
Integrity Financial Corp /WA26,212$913K0.45%+9113F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp24,920$863K<0.01%-9,29513F-HRTimelineGroup
FLOW TRADERS U.S. LLC22,406$776K0.02%new13F-HRTimeline
MBE Wealth Management, LLC21,948$760K0.32%+1,18813F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…20,133$697K0.02%new13F-HRTimelineGroup
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…20,020$693K0.05%+24413F-HRTimelineGroup
Blom & Howell Financial Planning, Inc.19,954$691K0.68%-8,51113F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding18,988$658K-30Timeline
Smith Partners Wealth Management, LLC18,608$644K0.58%+8,17313F-HRTimeline
JT Stratford LLC18,586$644K0.08%+2,28313F-HRTimeline
Steward Partners Investment Advisory, L…17,577$609K<0.01%+3,51513F-HRTimeline
Ducere Wealth Management LLC16,187$561K0.22%new13F-HRTimeline
Veracity Capital LLC15,358$532K0.19%+1,37613F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers14,721$510K<0.01%new13F-HRTimelineGroup
HICKS CAPITAL MANAGEMENT LLC14,241$493K0.49%-2,65513F-HRTimeline
Austin Wealth Management, LLC13,284$463K0.11%+50413F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…13,174$456K0.01%+1,17113F-HRTimelineGroup
ALEXANDER LABRUNERIE & CO., INC.11,746$407K0.15%+2,30013F-HRTimeline
KELLEHER FINANCIAL ADVISORS11,300$391K0.1%+40913F-HRTimeline
MILESTONE ASSET MANAGEMENT, LLC10,831$375K0.07%-57113F-HRTimeline
Gaddis Premier Wealth Advisors LLC10,619$368K0.27%+2,34313F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP10,521$364K<0.01%+16113F-HRTimelineGroup
Bison Wealth, LLC9,780$343K0.03%+13313F-HRTimeline
Petros Family Wealth, LLC9,527$330K0.24%-9,09813F-HRTimeline
Mendota Financial Group, LLC9,390$325K0.24%+42013F-HRTimeline
Kingsview Wealth Management, LLC9,156$317K<0.01%new13F-HRTimeline
CENTAURUS FINANCIAL, INC.9,125$316K0.02%new13F-HRTimeline
B. Riley Wealth Advisors, Inc.8,492$294K0.02%new13F-HRTimeline
Bensler, LLC8,400$291K0.03%+1,45213F-HRTimeline
Symphony Financial Services, Inc.7,735$268K0.14%+60313F-HRTimeline
HARMONY ASSET MANAGEMENT LLC7,385$256K0.08%new13F-HRTimeline
UPTICK PARTNERS, LLC7,286$252K0.05%new13F-HRTimeline
Strategic Blueprint, LLC6,756$234K0.01%-16,53113F-HRTimeline
PRIVATE TRUST CO NA6,667$231K0.02%013F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC6,242$216K<0.01%new13F-HRTimeline
FIRST NATIONAL BANK & TRUST CO OF NEWTO…6,236$216K0.05%new13F-HRTimeline
Town Capital LLC6,021$209K0.17%new13F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY3,693$128K<0.01%-40613F-HRTimelineGroup
Anchor Investment Management, LLC3,689$128K0.01%+62213F-HRTimeline
Advisory Services Network, LLC1,520$52.6K<0.01%new13F-HRTimeline
Financial Network Wealth Advisors LLC1,474$51K0.05%-8213F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.920$31.9K0.02%-913F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV595$20.6K<0.01%-94213F-HRTimeline
Farther Finance Advisors, LLC493$17.1K<0.01%+27413F-HRTimeline
CX Institutional459$16K<0.01%new13F-HRTimeline
Register Financial Advisors LLC401$13.9K0.01%new13F-HRTimeline
AE Wealth Management LLC372$12.9K<0.01%new13F-HRTimeline
CWM, LLCin group CWM, LLC360$12.5K<0.01%013F-HRTimelineGroup
STANCE CAPITAL LLC360$12.5K0.01%new13F-HRTimeline
UBS Group AGin group UBS Group AG255$8.83K<0.01%new13F-HRTimelineGroup
Ashton Thomas Private Wealth, LLC156$5.4K<0.01%new13F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…131$4.54K<0.01%new13F-HRTimelineGroup
Hughes Financial Services, LLC104$3.6K<0.01%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…84$2.91K<0.01%-613F-HR/ATimelineGroup
Pacifica Partners Inc.68$2.36K<0.01%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.42$1.45K<0.01%-33913F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.35$1.21K<0.01%013F-HRTimelineGroup
Aptus Capital Advisors, LLC28$970<0.01%013F-HRTimeline
ALERUS FINANCIAL NA6$208<0.01%013F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS5$173<0.01%new13F-HRTimelineGroup
FMR LLCin group FMR LLC26$91<0.01%+113F-HRTimelineGroup
Merkkuri Wealth Advisors LLC0$15<0.01%new13F-HRTimelineAmount filed as zero, left out of ratios.