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PGIM Total Return Bond ETF (PTRB) Institutional Ownership

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$40.02 -0.34 (-0.84%)
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Institutional Ownership Changes (13F Filings) for PGIM Total Return Bond ETF (NYSEARCA:PTRB)

Number of
Institutional Buyers
(last 12 months)
62
Total
Institutional Inflows
(last 12 months)
$162.12M
Number of
Institutional Sellers
(last 12 months)
13
Total
Institutional Outflows
(last 12 months)
$10.96M
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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
9/23/2026 Envestnet Asset Management Inc.1,368,039$56.72M0.0%+6.3%4.780%
9/9/2026 Integrated Wealth Concepts LLC191,679$7.95M0.0%+0.7%0.695%
9/9/2026 NewEdge Advisors LLC58,971$2.45M0.0%+3.4%0.214%
9/2/2026 Citadel Advisors LLC43,823$1.82M0.0%+69.0%0.159%
8/22/2026 Concurrent Investment Advisors LLC10,829$449K0.0%N/A0.039%
7/8/2026 First Heartland Consultants Inc.312,147$12.94M0.8%+1.1%1.217%
7/7/2026 First Citizens Financial Corp61,432$2.55M1.1%+16.9%0.223%
7/7/2026 Howard Financial Services LTD.781,736$32.41M3.2%+0.3%3.051%
6/10/2026 FAS Wealth Partners Inc.791,128$32.84M2.0%+25.5%3.588%
6/3/2026 NewEdge Advisors LLC57,007$2.37M0.0%N/A0.259%
5/19/2026 NewEdge Advisors LLC57,007$2.37M0.0%N/A0.259%
5/18/2026 Royal Bank of Canada640$27K0.0%N/A0.003%
5/15/2026 Everest Financial Group LLC5,455$226K0.0%N/A0.025%
5/13/2026 Cetera Investment Advisers110,790$4.60M0.0%+235.7%0.502%
5/5/2026 RFG Bristol Wealth Advisors LLC268,133$11.13M3.0%+12.2%1.216%
5/5/2026 Bank of New York Mellon Corp157,877$6.55M0.0%+7.1%0.716%
5/5/2026 Sanctuary Advisors LLC41,974$1.74M0.0%+13.3%0.190%
5/4/2026 Integrity Wealth Solutions LLC213,157$8.85M3.5%+6.6%0.967%
5/4/2026 Team Financial Group LLC333,938$13.86M6.3%+4.9%1.514%
4/30/2026 Mosaic Family Wealth Partners LLC105,337$4.37M0.4%+35.3%0.479%
4/29/2026 SilverOak Wealth Management LLC52,068$2.16M0.3%+5.4%0.237%
4/29/2026 Armor Investment Advisors LLC34,404$1.43M0.5%-18.0%0.156%
4/28/2026 Cypress Capital LLC10,642$442K0.1%-54.4%0.048%
4/28/2026 Ascentis Independent Advisors38,081$1.58M0.1%+226.0%0.173%
4/27/2026 Kelman Lazarov Inc.78,482$3.26M0.5%+20.5%0.358%
4/23/2026 Three Magnolias Financial Advisors LLC13,298$552K0.4%-8.1%0.061%
4/23/2026 Apollon Financial LLC112,616$4.68M0.6%+4.4%0.518%
4/23/2026 Apollon Wealth Management LLC1,728,202$71.74M1.2%+0.9%7.953%
4/22/2026 Janney Montgomery Scott LLC12,307$511K0.0%-4.3%0.057%
4/21/2026 Silver Oak Securities Incorporated121,963$5.06M0.4%+7.4%0.566%
4/18/2026 Cora Capital Advisors LLC6,672$277K0.1%+5.5%0.031%
4/18/2026 Richards Merrill & Peterson Inc.65,214$2.71M1.0%+2.8%0.303%
3/17/2026 Rockefeller Capital Management L.P.20,848$876K0.0%+470.7%0.108%
2/18/2026 Beacon Pointe Advisors LLC92,267$3.88M0.0%+31.6%0.479%
2/18/2026 FAS Wealth Partners Inc.630,483$26.51M1.7%+13.0%3.272%
2/18/2026 Maia Wealth LLC77,097$3.27M0.6%+8.2%0.400%
2/17/2026 Cetera Investment Advisers33,001$1.39M0.0%+12.6%0.171%
2/17/2026 Osaic Holdings Inc.276,341$11.62M0.0%+13.3%1.434%
2/16/2026 MML Investors Services LLC5,548$233K0.0%N/A0.029%
2/16/2026 Mariner LLC69,361$2.92M0.0%+17.4%0.360%
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2/13/2026 Stifel Financial Corp143,118$6.02M0.0%+94.8%0.743%
2/13/2026 Mosaic Family Wealth Partners LLC77,831$3.27M0.4%N/A0.404%
2/12/2026 Commonwealth Equity Services LLC467,460$19.65M0.0%+21.9%2.426%
2/12/2026 Daybright Advisory Services Inc.38,321$1.61M0.4%N/A0.199%
2/12/2026 Advisory Resource Group472,860$19.88M3.5%+3.9%2.454%
2/11/2026 Janney Montgomery Scott LLC12,863$541K0.0%+17.8%0.067%
2/11/2026 GWN Securities Inc.5,955$250K0.1%N/A0.031%
2/11/2026 LPL Financial LLC87,380$3.67M0.0%-13.6%0.453%
2/10/2026 Private Wealth Asset Management LLC53,684$2.26M0.2%+1,596.2%0.279%
2/10/2026 Goldman Sachs Group Inc.8,433$355K0.0%-72.7%0.044%
2/10/2026 Twin Peaks Wealth Advisors LLC36,407$1.54M0.5%+42.3%0.189%
2/9/2026 Kingsview Wealth Management LLC19,748$830K0.0%N/A0.102%
2/9/2026 MSH Capital Advisors LLC57,315$2.41M0.5%+48.7%0.297%
2/6/2026 Cypress Capital LLC23,325$981K0.3%+12.0%0.121%
2/6/2026 HighTower Advisors LLC69,725$2.93M0.0%-2.9%0.362%
2/5/2026 Armor Investment Advisors LLC41,937$1.76M0.6%-9.1%0.218%
2/4/2026 Summit Wealth Group LLC Co.7,502$315K0.0%N/A0.039%
2/3/2026 MGO One Seven LLC171,351$7.20M0.1%N/A0.894%
2/2/2026 Truist Financial Corp199,232$8.38M0.0%+5.1%1.039%
2/2/2026 Integrity Wealth Solutions LLC199,900$8.40M3.3%+9.4%1.043%
1/29/2026 Kestra Private Wealth Services LLC7,101$299K0.0%N/A0.037%
1/29/2026 Huntleigh Advisors Inc.160,999$6.77M1.1%+3.1%0.845%
1/29/2026 Sanctuary Advisors LLC37,036$1.56M0.0%+6.1%0.194%
1/29/2026 Golden State Equity Partners11,681$492K0.1%+5.0%0.061%
1/28/2026 SilverOak Wealth Management LLC49,406$2.08M0.3%+4.9%0.259%
1/27/2026 Novem Group249,720$10.50M1.2%+11.1%1.311%
1/27/2026 Richards Merrill & Peterson Inc.63,447$2.67M1.0%+15.7%0.333%
1/26/2026 Boyum Wealth Architects LLC605,802$25.55M12.0%+41.2%3.197%
1/26/2026 Prosperity Financial Group Inc.102,103$4.29M1.5%+17.3%0.539%
1/26/2026 Kelman Lazarov Inc.65,143$2.74M0.4%+22.3%0.344%
1/23/2026 Farther Finance Advisors LLC11,820$497K0.0%N/A0.062%
1/23/2026 RFG Bristol Wealth Advisors LLC238,953$10.05M2.8%+4.2%1.261%
1/22/2026 Apollon Financial LLC107,845$4.53M0.7%+7.6%0.569%
1/22/2026 Apollon Wealth Management LLC1,712,380$71.99M1.2%+3.1%9.036%
1/21/2026 Prime Capital Investment Advisors LLC123,204$5.18M0.1%+21.3%0.650%
1/21/2026 AJ Advisors LLC176,838$7.43M2.7%+10.7%0.933%
1/20/2026 Coign Capital Advisors LLC19,942$839K0.4%-4.8%0.123%
1/20/2026 Three Magnolias Financial Advisors LLC14,463$608K0.4%-13.6%0.089%
1/15/2026 Silver Oak Securities Incorporated113,609$4.78M0.3%+8.0%0.703%
1/13/2026 Team Financial Group LLC318,202$13.38M6.1%+4.7%1.983%
1/12/2026 Howard Financial Services LTD.732,998$30.82M3.6%+8.2%4.567%
1/9/2026 First Heartland Consultants Inc.299,429$12.59M1.0%+14.4%1.871%
1/8/2026 Wealth Enhancement Advisory Services LLC160,054$6.73M0.0%+0.3%1.000%
1/8/2026 Genesis Private Wealth LLC222,673$9.36M2.9%+8.9%1.392%
1/6/2026 First Citizens Financial Corp41,397$1.74M0.9%+14.4%0.259%
11/17/2025 Prosperity Financial Group Inc.87,046$3.67M1.3%+21.6%0.584%
11/17/2025 Mariner LLC59,096$2.49M0.0%N/A0.397%
11/17/2025 Integrated Wealth Concepts LLC188,801$7.97M0.1%-8.4%1.267%
11/14/2025 Raymond James Financial Inc.907,752$38.31M0.0%+158.6%6.092%
11/14/2025 Maia Wealth LLC71,247$3.01M0.5%+37.7%0.478%
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Marc Chaikin, founder of Chaikin Analytics, says two forces - AI disruption and fracturing global trade - are triggering a historic wealth transfer already underway in 2026. Household names like Intuit (-57%), Boston Scientific (-49%), and Tractor Supply (-40%) are cratering, while lesser-known companies like Sandisk (+573%) and Rackspace (+444%) surge. Chaikin has identified specific stocks he believes investors should sell before they fall further - and the names may surprise you. He's also pinpointing a company tapped as Nvidia's self-driving partner and a potential AI megadeal that could split into three high-growth stocks. Stream his free presentation to get every buy and sell recommendation with no membership or credit card required.tc pixel

Watch Marc Chaikin's free presentation and get his full buy-and-sell list today
11/12/2025 Kelman Lazarov Inc.53,244$2.25M0.3%+33.3%0.357%
11/12/2025 Pinnacle Financial Group LLC IL85,264$3.60M1.1%+69.5%0.572%
11/10/2025 First Heartland Consultants Inc.261,848$11.05M0.9%+29.0%1.757%
11/7/2025 HighTower Advisors LLC71,828$3.03M0.0%-6.4%0.482%
11/6/2025 MSH Capital Advisors LLC38,556$1.63M0.4%+2.7%0.259%
11/6/2025 PFG Private Wealth Management LLC182,656$7.71M3.4%N/A1.226%
11/5/2025 Prime Capital Investment Advisors LLC101,600$4.29M0.1%+16.2%0.682%
11/5/2025 Envestnet Asset Management Inc.1,080,150$45.58M0.0%+7.8%7.249%
11/4/2025 Jones Financial Companies Lllp232,379$9.80M0.0%+29.6%1.560%
11/3/2025 Private Wealth Asset Management LLC3,165$134K0.0%N/A0.021%


PTRB Institutional Ownership - Frequently Asked Questions

During the previous two years, 82 institutional investors and hedge funds held shares of PGIM Total Return Bond ETF. The most heavily invested institutionals were Apollon Wealth Management LLC ($71.74M), Envestnet Asset Management Inc. ($45.58M), Raymond James Financial Inc. ($38.31M), FAS Wealth Partners Inc. ($32.84M), Howard Financial Services LTD. ($32.41M), Boyum Wealth Architects LLC ($25.55M), and Advisory Resource Group ($19.88M).Learn more on PGIM Total Return Bond ETF's institutional investors.

Of the 77 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: Raymond James Financial Inc. ($999.27K), Apollon Wealth Management LLC ($841.09K), Envestnet Asset Management Inc. ($752.59K), FAS Wealth Partners Inc. ($417.48K), Advisory Resource Group ($353.79K), Boyum Wealth Architects LLC ($312.68K), and First Heartland Consultants Inc. ($302.75K).

Institutional investors have bought a total of 3,776,340 shares in the last 24 months. This purchase volume represents approximately $158.75M in transactions.

Of the 13 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: Armor Investment Advisors LLC ($133.52K), Coign Capital Advisors LLC ($32.26K), Goldman Sachs Group Inc. ($22.42K), Integrated Wealth Concepts LLC ($17.25K), Cypress Capital LLC ($14.49K), LPL Financial LLC ($13.78K), and Apollon Wealth Management LLC ($13.11K).

Institutional investors have sold a total of 260,295 shares in the last 24 months. This volume of shares sold represents approximately $10.96M in transactions.


Related Companies

Institutional ownership data for NYSEARCA:PTRB is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 9/23/2026. New 13F filings are added each quarter as they're published.
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