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PGIM Floating Rate Income ETF (PFRL) Institutional Ownership

$49.65 -0.01 (-0.02%)
As of 07/24/2026 04:10 PM Eastern
Compare

Institutional Ownership Changes (13F Filings) for PGIM Floating Rate Income ETF (NYSEARCA:PFRL)

Number of
Institutional Buyers
(last 12 months)
16
Total
Institutional Inflows
(last 12 months)
$11.71M
Number of
Institutional Sellers
(last 12 months)
17
Total
Institutional Outflows
(last 12 months)
$9.73M
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PFRL Institutional Buying and Selling by Quarter

PGIM Floating Rate Income ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/10/2026 Wealthcare Advisory Partners LLC15,001$742K0.0%-32.5%0.630%
7/9/2026 Focus Financial Network Inc.13,949$693K0.0%N/A0.586%
7/9/2026 Tactive Advisors LLC8,262$409K0.1%+24.8%0.347%
7/7/2026 Moody National Bank Trust Division141,096$6.98M0.6%+1.9%5.928%
7/7/2026 CoreCap Advisors LLC640$32K0.0%-40.7%0.027%
5/18/2026Royal Bank of Canada818$40K0.0%+13,533.3%0.035%
5/13/2026Cetera Investment Advisers26,414$1.29M0.0%-6.8%1.124%
4/30/2026Kestra Advisory Services LLC21,051$1.03M0.0%+213.9%0.896%
4/20/2026Kestra Private Wealth Services LLC43,363$2.11M0.0%-44.9%1.845%
4/16/2026 Sheets Smith Wealth Management18,996$925K0.1%-3.0%0.808%
2/17/2026Cetera Investment Advisers28,355$1.41M0.0%N/A1.277%
2/16/2026MML Investors Services LLC9,667$480K0.0%-60.5%0.435%
2/16/2026Mariner LLC36,466$1.81M0.0%+116.3%1.643%
2/13/2026Arete Wealth Advisors LLC568,227$28.23M1.7%-2.9%25.596%
2/13/2026Kestra Advisory Services LLC6,706$333K0.0%+8.8%0.302%
2/13/2026Inspire Advisors LLC8,931$444K0.0%+23.2%0.402%
2/13/2026Summit Financial LLC7,285$365K0.0%N/A0.328%
2/10/2026Founders Financial Securities LLC7,638$379K0.0%-42.2%0.344%
1/29/2026Kestra Private Wealth Services LLC78,754$3.91M0.0%+10.2%3.547%
1/29/2026TBH Global Asset Management LLC6,810$338K0.1%-29.5%0.307%
1/20/2026 Sheets Smith Wealth Management19,577$973K0.1%+3.5%0.923%
1/14/2026 Wealthcare Advisory Partners LLC26,201$1.30M0.0%N/A1.248%
1/12/2026 Moody National Bank Trust Division129,955$6.46M0.6%+2.8%6.188%
1/9/2026 Tactive Advisors LLC6,761$336K0.1%-11.7%0.325%
1/8/2026 Wealth Enhancement Advisory Services LLC46,825$2.33M0.0%-9.1%2.251%
11/17/2025Kestra Private Wealth Services LLC71,441$3.58M0.0%N/A3.608%
11/17/2025Mariner LLC16,858$845K0.0%+21.9%0.851%
11/12/2025Arete Wealth Advisors LLC585,227$29.34M1.8%-2.9%29.557%
11/5/2025Envestnet Asset Management Inc.4,550$228K0.0%N/A0.230%
10/31/2025OneAscent Wealth Management LLC4,091$205K0.1%-20.9%0.207%
10/29/2025 Wealth Enhancement Advisory Services LLC51,508$2.56M0.0%-51.7%2.601%
10/29/2025Inspire Advisors LLC7,250$363K0.0%+2.9%0.366%
10/29/2025Rovin Capital UT ADV70,021$3.51M1.0%+3.3%3.536%
10/20/2025 Ocean Park Asset Management LLC23,300$1.17M0.0%-36.9%1.395%
10/20/2025TBH Global Asset Management LLC9,662$484K0.1%N/A0.579%
10/16/2025 Sheets Smith Wealth Management18,913$948K0.1%+5.4%1.133%
10/15/2025Founders Financial Securities LLC13,223$663K0.0%-25.8%0.792%
10/14/2025 Tactive Advisors LLC7,658$384K0.1%+34.7%0.459%
10/6/2025 Moody National Bank Trust Division126,362$6.34M0.5%+1.0%7.567%
9/4/2025Osaic Holdings Inc.2,378$119K0.0%-12.9%0.153%
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8/18/2025 Tactive Advisors LLC5,684$285K0.1%N/A0.367%
8/15/2025MML Investors Services LLC21,538$1.08M0.0%+3.5%1.390%
8/14/2025Jane Street Group LLC44,527$2.23M0.0%-11.6%2.873%
8/11/2025Inspire Advisors LLC7,045$353K0.0%-15.7%0.440%
8/8/2025 AJ Advisors LLC5,077$255K0.1%-8.7%0.317%
8/6/2025Rovin Capital UT ADV67,814$3.40M1.0%+7.9%4.238%
8/6/2025OneAscent Wealth Management LLC5,175$260K0.1%-45.1%0.323%
7/21/2025Ameritas Advisory Services LLC7,859$394K0.0%-45.3%0.491%
7/15/2025 Sheets Smith Wealth Management17,946$900K0.1%-6.5%1.122%
7/10/2025 Moody National Bank Trust Division125,169$6.28M0.6%+1.5%7.703%
7/10/2025 Wealth Enhancement Advisory Services LLC106,624$5.34M0.0%-12.9%6.561%
6/27/2025Goldman Sachs Group Inc.19,086$953K0.0%N/A1.175%
5/19/2025Jane Street Group LLC50,381$2.52M0.0%+1,144.6%2.830%
5/16/2025Arete Wealth Advisors LLC704,086$35.15M2.5%N/A39.555%
5/16/2025Goldman Sachs Group Inc.19,086$953K0.0%N/A1.072%
5/7/2025Inspire Advisors LLC8,360$417K0.0%N/A0.470%
5/6/2025AJ Advisors LLC5,559$278K0.1%-4.7%0.309%
5/5/2025OneAscent Wealth Management LLC9,421$470K0.2%-19.5%0.523%
4/28/2025Rovin Capital UT ADV62,856$3.14M1.0%N/A3.492%
4/23/2025Sheets Smith Wealth Management19,196$958K0.1%N/A1.066%
4/23/2025AssuredPartners Investment Advisors LLC62,573$3.12M0.6%N/A3.476%
4/16/2025Wealth Enhancement Advisory Services LLC122,413$6.11M0.0%-17.7%6.801%
4/10/2025Secure Asset Management LLC9,317$465K0.1%+10.7%0.424%
4/4/2025Moody National Bank Trust Division123,339$6.16M0.6%+11.7%5.606%
3/17/2025Wealth Enhancement Advisory Services LLC148,673$7.48M0.0%+5.7%6.758%
2/14/2025Jane Street Group LLC4,048$204K0.0%-60.6%0.316%
2/13/2025Mariner LLC14,250$717K0.0%N/A1.113%
2/12/2025OneAscent Wealth Management LLC11,708$589K0.2%-20.0%0.915%
2/12/2025Tepp RIA LLC5,184$261K0.4%N/A0.405%
2/11/2025Prudential Financial Inc.583,500$29.35M0.0%+20.7%45.586%
2/10/2025Envestnet Portfolio Solutions Inc.11,338$570K0.0%-21.8%0.886%
1/31/2025Atria Wealth Solutions Inc.11,338$577K0.0%-21.8%0.886%
1/13/2025Moody National Bank Trust Division110,371$5.55M0.6%+3.8%8.623%
11/15/2024Jane Street Group LLC10,265$520K0.0%-87.0%0.802%
11/7/2024OneAscent Wealth Management LLC14,626$741K0.3%+264.6%1.143%
10/24/2024Wealth Enhancement Advisory Services LLC140,607$7.13M0.0%-2.5%10.985%
8/14/2024Bank of Montreal Can29,459$1.49M0.0%N/A2.301%
8/13/2024AE Wealth Management LLC41,234$2.08M0.0%+118.1%3.221%
8/2/2024Founders Financial Securities LLC115,532$5.84M0.6%+72.4%9.026%
7/29/2024Ameritas Advisory Services LLC16,359$827K0.0%+13.9%1.278%
7/24/2024Secure Asset Management LLC8,467$428K0.1%N/A0.661%
7/16/2024Envestnet Portfolio Solutions Inc.7,600$384K0.0%-35.1%0.594%
7/16/2024Wealth Enhancement Advisory Services LLC144,269$7.29M0.0%+4.4%11.271%
5/6/2024Envestnet Portfolio Solutions Inc.11,703$597K0.0%+11.7%0.936%
4/17/2024Founders Financial Securities LLC67,024$3.42M0.4%+26.9%5.585%
4/16/2024Wealth Enhancement Advisory Services LLC138,227$7.05M0.0%-1.0%11.519%
2/7/2024Envestnet Portfolio Solutions Inc.10,478$527K0.0%+26.1%0.806%
2/2/2024Atria Wealth Solutions Inc.10,478$533K0.0%+26.1%0.806%
1/22/2024Wright Fund Management LLC5,842$294K0.0%N/A0.449%
11/13/2023Envestnet Portfolio Solutions Inc.8,310$419K0.0%N/A0.639%
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11/8/2023Atria Wealth Solutions Inc.8,310$419K0.0%N/A0.639%
10/17/2023Founders Financial Securities LLC27,421$1.38M0.2%+137.1%2.109%
10/12/2023IFP Advisors Inc1,317$66K0.0%N/A0.101%
8/11/2023Founders Financial Securities LLC11,566$581K0.1%N/A0.890%
8/2/2023Bank of Montreal Can5,988$301K0.0%N/A0.461%
2/3/2023AJ Advisors LLC6,177$301K0.2%N/A0.572%
11/4/2022Prudential Financial Inc.498,500$24.27M0.0%-0.2%52.474%
8/16/2022Prudential Financial Inc.499,500$24.29M0.0%N/A99.900%


PFRL Institutional Ownership - Frequently Asked Questions

During the previous two years, 35 institutional investors and hedge funds held shares of PGIM Floating Rate Income ETF. The most heavily invested institutionals were Prudential Financial Inc. ($29.35M), Arete Wealth Advisors LLC ($28.23M), Moody National Bank Trust Division ($6.98M), Rovin Capital UT ADV ($3.51M), AssuredPartners Investment Advisors LLC ($3.12M), Wealth Enhancement Advisory Services LLC ($2.33M), and Jane Street Group LLC ($2.23M).Learn more on PGIM Floating Rate Income ETF's institutional investors.

Of the 29 institutional investors that purchased PGIM Floating Rate Income ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Arete Wealth Advisors LLC ($704.09K), Prudential Financial Inc. ($100K), Kestra Private Wealth Services LLC ($78.75K), Rovin Capital UT ADV ($70.02K), AssuredPartners Investment Advisors LLC ($62.57K), Founders Financial Securities LLC ($48.51K), and Jane Street Group LLC ($46.33K).

Institutional investors have bought a total of 235,190 shares in the last 24 months. This purchase volume represents approximately $11.71M in transactions.

Of the 17 institutional investors that sold PGIM Floating Rate Income ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Wealth Enhancement Advisory Services LLC ($59.80K), Kestra Private Wealth Services LLC ($35.39K), Arete Wealth Advisors LLC ($34.61K), MML Investors Services LLC ($14.82K), Ocean Park Asset Management LLC ($13.62K), Founders Financial Securities LLC ($10.18K), and Wealthcare Advisory Partners LLC ($7.21K).

Institutional investors have sold a total of 195,673 shares in the last 24 months. This volume of shares sold represents approximately $9.73M in transactions.


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This page (NYSEARCA:PFRL) was last updated on 7/25/2026 by MarketBeat.com Staff.
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