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PGIM Total Return Bond ETF (PTRB) Institutional Ownership

$41.74 +0.18 (+0.43%)
Closing price 08/1/2025 04:10 PM Eastern
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$41.63 -0.11 (-0.26%)
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Institutional Ownership Changes (13F Filings) for PGIM Total Return Bond ETF (NYSEARCA:PTRB)

Number of
Institutional Buyers
(last 12 months)
59
Total
Institutional Inflows
(last 12 months)
$184.05M
Number of
Institutional Sellers
(last 12 months)
22
Total
Institutional Outflows
(last 12 months)
$32.77M
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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
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%
5/19/2025Jane Street Group LLC39,390$1.64M0.0%+45.5%0.368%
5/16/2025Jones Financial Companies Lllp19,952$833K0.0%-69.5%0.186%
5/16/2025NewEdge Advisors LLC87,079$3.64M0.0%+0.4%0.814%
5/16/2025Integrated Wealth Concepts LLC203,040$8.48M0.1%-68.3%1.898%
5/14/2025Flow Traders U.S. LLC33,331$1.39M0.1%+471.8%0.312%
5/13/2025Raymond 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%
5/13/2025HighTower Advisors LLC82,634$3.45M0.0%-1.6%0.772%
5/12/2025Maia 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%
5/7/2025First Heartland Consultants Inc.180,506$7.53M0.8%+2,563.1%1.687%
5/6/2025Avantax 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%
5/6/2025AJ Advisors LLC149,524$6.24M3.2%+4.7%1.400%
5/5/2025FAS Wealth Partners Inc.474,406$19.80M1.6%+7.6%4.442%
5/2/2025Armor 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%
5/1/2025Acorn 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%
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4/29/2025Bank 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%
4/25/2025Cypress 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%
4/23/2025Continuum Advisory LLC3,353$140K0.0%N/A0.031%
4/22/2025Integrity Wealth Solutions LLC153,437$6.40M3.5%+6.5%1.437%
4/21/2025Advisory 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%
4/16/2025Twin Peaks Wealth Advisors LLC19,148$787K0.4%-7.6%0.179%
4/14/2025Daymark 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%
2/18/2025Pinnacle Financial Group LLC IL22,004$901K0.4%+52.5%0.389%
2/18/2025 Novem Group154,561$6.33M0.9%N/A2.736%
2/18/2025First Heartland Consultants Inc.6,778$278K0.0%N/A0.120%
2/17/2025Citadel Advisors LLC31,688$1.30M0.0%+210.0%0.561%
2/14/2025Blue Rock Wealth Management LLC8,356$342K0.4%N/A0.148%
2/14/2025FAS Wealth Partners Inc.440,878$18.06M1.5%+18.0%7.803%
2/14/2025Jane Street Group LLC27,074$1.11M0.0%+169.3%0.479%
2/14/2025Beacon Pointe Advisors LLC76,288$3.13M0.0%+145.8%1.350%
2/14/2025Integrated Wealth Concepts LLC640,590$26.24M0.3%+4.3%11.338%
2/14/2025Stifel Financial Corp38,733$1.59M0.0%+53.8%0.686%
2/13/2025 MSH Capital Advisors LLC47,231$1.94M0.6%N/A0.836%
2/13/2025NewEdge Advisors LLC86,706$3.55M0.0%+4.2%1.535%
2/13/2025Rockefeller Capital Management L.P.10,765$441K0.0%N/A0.191%
2/13/2025Coign Capital Advisors LLC78,187$3.20M3.0%N/A1.384%
2/13/2025 Kelman Lazarov Inc.19,048$780K0.1%+4.7%0.337%
2/13/2025Raymond 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%
2/11/2025Modern Wealth Management LLC41,337$1.70M0.1%+130.2%0.732%
2/10/2025Commonwealth Equity Services LLC61,432$2.52M0.0%+168.6%1.087%
2/10/2025Avantax Advisory Services Inc.28,354$1.16M0.0%+102.4%0.502%
2/7/2025HighTower Advisors LLC83,954$3.44M0.0%+23.5%1.486%
2/6/2025Raymond James Financial Inc.91,517$3.75M0.0%N/A1.620%
2/6/2025Jones Financial Companies Lllp65,336$2.68M0.0%+323.8%1.156%
2/5/2025Maia Wealth LLC36,147$1.49M0.3%+63.5%0.640%
2/4/2025Twin Peaks Wealth Advisors LLC20,712$848K0.4%+13.8%0.367%
2/4/2025Bank of New York Mellon Corp140,309$5.75M0.0%+168.8%2.483%
2/4/2025Acorn Wealth Advisors LLC8,393$344K0.1%-13.8%0.149%
2/3/2025Cypress 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%
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1/30/2025Nations Financial Group Inc. IA ADV25,412$1.04M0.1%+29.5%0.450%
1/28/2025Advisory Resource Group184,409$7.55M1.6%+49.4%3.264%
1/28/2025Kingsview 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%
1/24/2025AJ Advisors LLC142,764$5.85M3.0%+1.9%2.527%
1/22/2025Integrity Wealth Solutions LLC144,094$5.93M3.3%+14.3%2.550%
1/22/2025Mount Yale Investment Advisors LLC10,788$442K0.0%N/A0.191%
(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, 66 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. ($19.80M), Boyum Wealth Architects LLC ($15.10M), Team Financial Group LLC ($11.35M), and Novem Group ($9.33M).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 65 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), Howard Financial Services LTD. ($392.26K), Raymond James Financial Inc. ($239.99K), Novem Group ($229.33K), Huntleigh Advisors Inc. ($201.39K), and Genesis Private Wealth LLC ($192.02K).

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

Institutional investors have bought a total of 4,431,586 shares in the last 24 months. This purchase volume represents approximately $184.05M in transactions.

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

Of the 22 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), Flow Traders U.S. LLC ($19.18K), and MSH Capital Advisors LLC ($9.68K).

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

Institutional investors have sold a total of 784,928 shares in the last 24 months. This volume of shares sold represents approximately $32.77M in transactions.


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This page (NYSEARCA:PTRB) was last updated on 8/4/2025 by MarketBeat.com Staff
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