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PGIM Total Return Bond ETF (PTRB) Institutional Ownership

$40.90 +0.11 (+0.27%)
As of 05/22/2025 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)
57
Total
Institutional Inflows
(last 12 months)
$166.17M
Number of
Institutional Sellers
(last 12 months)
19
Total
Institutional Outflows
(last 12 months)
$30.61M
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PTRB Institutional Buying and Selling by Quarter

PGIM Total Return Bond ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/20/2025 Blue 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%
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%
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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%
2/14/2025 Blue 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%
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%
2/5/2025 Maia Wealth LLC36,147$1.49M0.3%+63.5%0.640%
2/4/2025 Twin Peaks Wealth Advisors LLC20,712$848K0.4%+13.8%0.367%
2/4/2025 Bank of New York Mellon Corp140,309$5.75M0.0%+168.8%2.483%
2/4/2025 Acorn Wealth Advisors LLC8,393$344K0.1%-13.8%0.149%
2/3/2025 Cypress Capital LLC24,724$1.01M0.3%+37.9%0.438%
1/31/2025 SilverOak Wealth Management LLC35,401$1.45M0.3%+113.9%0.627%
1/31/2025Sanctuary Advisors LLC42,311$1.75M0.0%+5.6%0.749%
1/30/2025 Nations Financial Group Inc. IA ADV25,412$1.04M0.1%+29.5%0.450%
1/28/2025 Advisory Resource Group184,409$7.55M1.6%+49.4%3.264%
1/28/2025 Kingsview Wealth Management LLC5,182$212K0.0%-28.8%0.092%
1/28/2025 Apollon Wealth Management LLC984,434$40.32M0.9%+6.4%17.424%
1/28/2025 Apollon Financial LLC32,057$1.31M0.3%+28.9%0.567%
1/27/2025 Silver Oak Securities Incorporated104,321$4.28M0.4%N/A1.846%
1/24/2025 Golden State Equity Partners9,843$403K0.1%+5.3%0.174%
1/24/2025 AJ Advisors LLC142,764$5.85M3.0%+1.9%2.527%
1/22/2025 Integrity Wealth Solutions LLC144,094$5.93M3.3%+14.3%2.550%
1/22/2025 Mount Yale Investment Advisors LLC10,788$442K0.0%N/A0.191%
1/22/2025 Kingswood Wealth Advisors LLC6,546$268K0.0%N/A0.116%
1/21/2025 Cora Capital Advisors LLC5,341$219K0.1%N/A0.095%
1/21/2025 Team Financial Group LLC261,880$10.73M6.4%+7.9%4.635%
1/17/2025 Janney Montgomery Scott LLC15,408$631K0.0%+29.3%0.273%
1/17/2025 Genesis Private Wealth LLC189,923$7.78M4.3%N/A3.361%
1/15/2025 Howard Financial Services LTD.711,401$29.14M4.0%+13.0%12.591%
1/3/2025 First Citizens Financial Corp30,764$1.26M0.7%-8.8%0.544%
11/25/2024Sanctuary Advisors LLC40,076$1.66M0.0%+36.2%0.709%
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11/20/2024 Advisory Resource Group123,457$5.29M1.1%+3.7%2.185%
11/15/2024 Jane Street Group LLC10,053$431K0.0%-18.9%0.178%
11/15/2024 Stifel Financial Corp25,180$1.08M0.0%+103.3%0.446%
11/15/2024 Integrated Wealth Concepts LLC614,221$26.33M0.3%-7.1%10.871%
11/15/2024 HighTower Advisors LLC67,954$2.92M0.0%+17.0%1.203%
11/14/2024 Flow Traders U.S. LLC11,679$501K0.0%-62.2%0.207%
11/13/2024 Acorn Wealth Advisors LLC9,732$417K0.2%+15.4%0.172%
11/12/2024 Kingsview Wealth Management LLC7,275$312K0.0%+34.5%0.129%
11/5/2024 Prime Capital Investment Advisors LLC42,124$1.81M0.0%N/A0.746%
11/5/2024 Apollon Financial LLC24,878$1.07M0.3%+12.3%0.440%
(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, 62 institutional investors and hedge funds held shares of PGIM Total Return Bond ETF. The most heavily invested institutionals were Apollon Wealth Management LLC ($58.08M), Envestnet Asset Management Inc. ($34.91M), Howard Financial Services LTD. ($27.93M), FAS Wealth Partners Inc. ($19.80M), Team Financial Group LLC ($11.35M), Novem Group ($9.57M), and Integrated Wealth Concepts LLC ($8.48M).Learn more on PTRB's institutional investors.

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

Of the 62 institutional investors that purchased PGIM Total Return Bond ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Envestnet Asset Management Inc. ($635.38K), Apollon Wealth Management LLC ($566.64K), Howard Financial Services LTD. ($406.63K), Raymond James Financial Inc. ($239.99K), Novem Group ($229.33K), Huntleigh Advisors Inc. ($201.39K), and Genesis Private Wealth LLC ($189.92K).

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

Institutional investors have bought a total of 4,475,925 shares in the last 24 months. This purchase volume represents approximately $185.58M in transactions.

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

Of the 21 institutional investors that sold PGIM Total Return Bond ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Advisory Resource Group ($685.95K), Integrated Wealth Concepts LLC ($484.20K), ABLE Financial Group LLC ($95.07K), Jones Financial Companies Lllp ($45.38K), Howard Financial Services LTD. ($42.17K), Flow Traders U.S. LLC ($19.18K), and MSH Capital Advisors LLC ($9.39K).

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

Institutional investors have sold a total of 1,420,791 shares in the last 24 months. This volume of shares sold represents approximately $59.22M in transactions.


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This page (NYSEARCA:PTRB) was last updated on 5/23/2025 by MarketBeat.com Staff
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