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PGIM Total Return Bond ETF (PTRB) Institutional Ownership

$41.84 +0.18 (+0.43%)
Closing price 08/22/2025 04:10 PM Eastern
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$41.84 +0.00 (+0.01%)
As of 08/22/2025 04:10 PM Eastern
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Institutional Ownership Changes (13F Filings) for PGIM Total Return Bond ETF (NYSEARCA:PTRB)

Number of
Institutional Buyers
(last 12 months)
58
Total
Institutional Inflows
(last 12 months)
$190.96M
Number of
Institutional Sellers
(last 12 months)
23
Total
Institutional Outflows
(last 12 months)
$34.79M
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PTRB Institutional Buying and Selling by Quarter

PGIM Total Return Bond ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/15/2025 First Heartland Consultants Inc.202,954$8.49M0.8%+12.4%1.717%
8/14/2025 Jane Street Group LLC22,907$958K0.0%-41.8%0.194%
8/14/2025 Raymond James Financial Inc.351,079$14.69M0.0%+136.5%2.970%
8/14/2025 FAS Wealth Partners Inc.503,436$21.06M1.6%+6.1%4.259%
8/14/2025 Acorn Wealth Advisors LLC7,969$333K0.1%-7.9%0.067%
8/13/2025 Flow Traders U.S. LLC28,909$1.21M0.0%-13.3%0.245%
8/13/2025 Twin Peaks Wealth Advisors LLC24,761$1.03M0.3%+29.3%0.209%
8/13/2025 Beacon Pointe Advisors LLC114,213$4.78M0.0%-1.1%0.966%
8/13/2025 Maia Wealth LLC51,731$2.16M0.4%+26.5%0.438%
8/12/2025 Armor Investment Advisors LLC167,925$7.02M2.6%+0.8%1.421%
8/11/2025 Pinnacle Financial Group LLC IL50,309$2.10M0.7%+22.4%0.431%
8/8/2025 Advisory Resource Group210,044$8.79M1.7%+6.5%1.799%
8/8/2025 AJ Advisors LLC157,969$6.61M2.9%+5.6%1.353%
8/7/2025 Cypress Capital LLC22,634$947K0.3%+16.1%0.194%
8/5/2025 Integrity Wealth Solutions LLC157,739$6.60M3.2%+2.8%1.351%
8/4/2025 Coign Capital Advisors LLC52,201$2.18M1.5%-33.3%0.447%
8/4/2025 Daymark Wealth Partners LLC6,846$286K0.0%-11.3%0.059%
8/1/2025 Envestnet Asset Management Inc.1,002,102$41.92M0.0%+19.8%8.583%
7/31/2025 Richards Merrill & Peterson Inc.50,993$2.13M1.0%+35.7%0.437%
7/30/2025 Prosperity Financial Group Inc.71,581$2.99M1.3%+4.2%0.613%
7/29/2025 Kelman Lazarov Inc.39,949$1.67M0.3%+60.6%0.342%
7/29/2025 SilverOak Wealth Management LLC44,787$1.87M0.4%+2.3%0.384%
7/25/2025 Apollon Financial LLC36,439$1.52M0.3%+10.2%0.312%
7/25/2025 Apollon Wealth Management LLC1,674,521$70.05M1.4%+20.3%14.343%
7/24/2025 MSH Capital Advisors LLC37,551$1.57M0.5%-0.8%0.324%
7/23/2025 Prime Capital Investment Advisors LLC87,400$3.66M0.0%-29.7%0.753%
7/18/2025 Truist Financial Corp188,025$7.77M0.0%N/A1.610%
7/17/2025 Janney Montgomery Scott LLC11,363$475K0.0%+13.8%0.098%
7/17/2025 Genesis Private Wealth LLC200,520$8.39M4.0%+1.1%1.729%
7/16/2025 Novem Group223,119$9.33M1.2%-2.7%1.923%
7/11/2025 Silver Oak Securities Incorporated101,243$4.24M0.3%+1.2%0.869%
7/10/2025 Wealth Enhancement Advisory Services LLC161,059$6.68M0.0%N/A1.382%
7/9/2025 Boyum Wealth Architects LLC361,025$15.10M11.1%-1.0%3.099%
7/7/2025 First Citizens Financial Corp28,914$1.21M0.7%+1.3%0.253%
7/2/2025 Howard Financial Services LTD.664,849$27.81M3.7%-0.7%5.819%
5/20/2025Blue Rock Wealth Management LLC7,537$315K0.3%-9.8%0.070%
5/19/2025 Jane Street Group LLC39,390$1.64M0.0%+45.5%0.368%
5/16/2025 Jones Financial Companies Lllp19,952$833K0.0%-69.5%0.186%
5/16/2025 NewEdge Advisors LLC87,079$3.64M0.0%+0.4%0.814%
5/16/2025 Integrated Wealth Concepts LLC203,040$8.48M0.1%-68.3%1.898%
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5/14/2025 Flow Traders U.S. LLC33,331$1.39M0.1%+471.8%0.312%
5/13/2025 Raymond James Financial Inc.148,468$6.20M0.0%+62.2%1.388%
5/13/2025 MSH Capital Advisors LLC37,842$1.58M0.5%-19.9%0.354%
5/13/2025 HighTower Advisors LLC82,634$3.45M0.0%-1.6%0.772%
5/12/2025 Maia Wealth LLC40,894$1.67M0.4%+13.1%0.382%
5/7/2025 Richards Merrill & Peterson Inc.37,575$1.57M0.8%+80.8%0.351%
5/7/2025 First Heartland Consultants Inc.180,506$7.53M0.8%+2,563.1%1.687%
5/6/2025 Avantax Advisory Services Inc.28,678$1.20M0.0%+1.1%0.269%
5/6/2025 Kelman Lazarov Inc.24,880$1.04M0.2%+30.6%0.233%
5/6/2025 AJ Advisors LLC149,524$6.24M3.2%+4.7%1.400%
5/5/2025 FAS Wealth Partners Inc.474,406$19.80M1.6%+7.6%4.442%
5/2/2025 Armor Investment Advisors LLC166,635$6.96M2.9%+4.0%1.560%
5/2/2025 Apollon Financial LLC33,054$1.38M0.3%+3.1%0.309%
5/2/2025 Apollon Wealth Management LLC1,391,392$58.08M1.3%+41.3%13.028%
5/1/2025 Acorn Wealth Advisors LLC8,649$361K0.2%+3.1%0.081%
4/30/2025 SilverOak Wealth Management LLC43,785$1.83M0.4%+23.7%0.410%
4/29/2025 Envestnet Asset Management Inc.836,298$34.91M0.0%+134.1%7.831%
4/29/2025 Bank of New York Mellon Corp147,831$6.17M0.0%+5.4%1.384%
4/29/2025 Huntleigh Advisors Inc.149,478$6.24M1.2%+0.9%1.400%
4/29/2025 Silver Oak Securities Incorporated100,015$4.17M0.4%-4.1%0.936%
4/28/2025 Novem Group229,331$9.57M1.3%+48.4%2.147%
4/28/2025 ABLE Financial Group LLC8,911$372K0.1%-4.1%0.083%
4/25/2025 Cypress Capital LLC19,494$814K0.2%-21.2%0.183%
4/23/2025 Golden State Equity Partners10,689$446K0.1%+8.6%0.100%
4/23/2025 Team Financial Group LLC271,791$11.35M6.5%+3.8%2.545%
4/23/2025 Continuum Advisory LLC3,353$140K0.0%N/A0.031%
4/22/2025 Integrity Wealth Solutions LLC153,437$6.40M3.5%+6.5%1.437%
4/21/2025 Advisory Resource Group197,181$8.23M1.7%+6.9%1.846%
4/21/2025 Silver Oak Securities Incorporated100,015$4.17M0.4%-4.1%0.936%
4/18/2025 Huntleigh Advisors Inc.200,000$8.19M5.0%N/A1.873%
4/17/2025 Janney Montgomery Scott LLC9,983$417K0.0%-35.2%0.093%
4/16/2025 Twin Peaks Wealth Advisors LLC19,148$787K0.4%-7.6%0.179%
4/14/2025 Daymark Wealth Partners LLC7,716$322K0.0%-6.2%0.072%
4/11/2025 Cora Capital Advisors LLC6,482$271K0.1%+21.4%0.063%
4/7/2025 Howard Financial Services LTD.669,232$27.93M3.8%-5.9%6.510%
4/3/2025 First Citizens Financial Corp28,550$1.19M0.7%-7.2%0.278%
2/27/2025 ABLE Financial Group LLC9,289$380K0.1%-91.1%0.096%
2/18/2025 Pinnacle Financial Group LLC IL22,004$901K0.4%+52.5%0.389%
2/18/2025 Novem Group154,561$6.33M0.9%N/A2.736%
2/18/2025 First Heartland Consultants Inc.6,778$278K0.0%N/A0.120%
2/17/2025 Citadel Advisors LLC31,688$1.30M0.0%+210.0%0.561%
2/14/2025Blue Rock Wealth Management LLC8,356$342K0.4%N/A0.148%
2/14/2025 FAS Wealth Partners Inc.440,878$18.06M1.5%+18.0%7.803%
2/14/2025 Jane Street Group LLC27,074$1.11M0.0%+169.3%0.479%
2/14/2025 Beacon Pointe Advisors LLC76,288$3.13M0.0%+145.8%1.350%
2/14/2025 Integrated Wealth Concepts LLC640,590$26.24M0.3%+4.3%11.338%
2/14/2025 Stifel Financial Corp38,733$1.59M0.0%+53.8%0.686%
2/13/2025 MSH Capital Advisors LLC47,231$1.94M0.6%N/A0.836%
2/13/2025 NewEdge Advisors LLC86,706$3.55M0.0%+4.2%1.535%
2/13/2025 Rockefeller Capital Management L.P.10,765$441K0.0%N/A0.191%
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2/13/2025 Coign Capital Advisors LLC78,187$3.20M3.0%N/A1.384%
2/13/2025 Kelman Lazarov Inc.19,048$780K0.1%+4.7%0.337%
2/13/2025 Raymond James Financial Inc.91,517$3.75M0.0%N/A1.620%
2/13/2025 Envestnet Asset Management Inc.357,220$14.63M0.0%+9.1%6.322%
2/11/2025 Modern Wealth Management LLC41,337$1.70M0.1%+130.2%0.732%
2/10/2025 Commonwealth Equity Services LLC61,432$2.52M0.0%+168.6%1.087%
2/10/2025 Avantax Advisory Services Inc.28,354$1.16M0.0%+102.4%0.502%
2/7/2025 HighTower Advisors LLC83,954$3.44M0.0%+23.5%1.486%
2/6/2025 Raymond James Financial Inc.91,517$3.75M0.0%N/A1.620%
2/6/2025 Jones Financial Companies Lllp65,336$2.68M0.0%+323.8%1.156%
(Data available from 1/1/2016 forward)

PTRB Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of PTRB shares?

During the previous two years, 65 institutional investors and hedge funds held shares of PGIM Total Return Bond ETF. The most heavily invested institutionals were Apollon Wealth Management LLC ($70.05M), Envestnet Asset Management Inc. ($41.92M), Howard Financial Services LTD. ($27.81M), FAS Wealth Partners Inc. ($21.06M), Boyum Wealth Architects LLC ($15.10M), Raymond James Financial Inc. ($14.69M), and Team Financial Group LLC ($11.35M).Learn more on PGIM Total Return Bond ETF's institutional investors.

Which institutional investors have been buying PGIM Total Return Bond ETF's stock?

Of the 64 institutional investors that purchased PGIM Total Return Bond ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Apollon Wealth Management LLC ($849.77K), Envestnet Asset Management Inc. ($801.18K), Raymond James Financial Inc. ($442.60K), Howard Financial Services LTD. ($392.26K), Novem Group ($229.33K), First Heartland Consultants Inc. ($202.95K), and Huntleigh Advisors Inc. ($201.39K).

How much institutional buying is happening at PGIM Total Return Bond ETF?

Institutional investors have bought a total of 4,594,620 shares in the last 24 months. This purchase volume represents approximately $190.96M in transactions.

Which of PGIM Total Return Bond ETF's major shareholders have been selling company stock?

Of the 23 institutional investors that sold PGIM Total Return Bond ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Integrated Wealth Concepts LLC ($484.20K), ABLE Financial Group LLC ($95.07K), Howard Financial Services LTD. ($46.55K), Jones Financial Companies Lllp ($45.38K), Prime Capital Investment Advisors LLC ($36.85K), Coign Capital Advisors LLC ($26.10K), and Flow Traders U.S. LLC ($23.60K).

How much institutional selling is happening at PGIM Total Return Bond ETF?

Institutional investors have sold a total of 833,289 shares in the last 24 months. This volume of shares sold represents approximately $34.79M in transactions.



This page (NYSEARCA:PTRB) was last updated on 8/24/2025 by MarketBeat.com Staff
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