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PGIM Total Return Bond ETF (PTRB) Institutional Ownership

PGIM Total Return Bond ETF logo
$39.63 +0.06 (+0.15%)
Closing price 04:10 PM Eastern
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$39.64 +0.00 (+0.01%)
As of 07:30 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)
63
Total
Institutional Inflows
(last 12 months)
$170.91M
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
10/13/2026Fermata Advisors LLC25,696$1.01M0.2%N/A0.089%
10/9/2026RFG Bristol Wealth Advisors LLC307,726$12.14M2.9%+9.7%1.067%
10/9/2026First Heartland Consultants Inc.324,767$12.81M0.9%N/A1.126%
10/6/2026Boyum Wealth Architects LLC680,149$26.81M10.9%+0.3%2.370%
10/2/2026 First Citizens Financial Corp65,245$2.57M1.1%+6.2%0.227%
9/23/2026Envestnet Asset Management Inc.1,368,039$56.72M0.0%+6.3%4.780%
9/9/2026Integrated Wealth Concepts LLC191,679$7.95M0.0%+0.7%0.695%
9/9/2026NewEdge Advisors LLC58,971$2.45M0.0%+3.4%0.214%
9/2/2026Citadel Advisors LLC43,823$1.82M0.0%+69.0%0.159%
8/22/2026Concurrent Investment Advisors LLC10,829$449K0.0%N/A0.039%
7/8/2026First 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%
7/7/2026Howard Financial Services LTD.781,736$32.41M3.2%+0.3%3.051%
6/10/2026FAS Wealth Partners Inc.791,128$32.84M2.0%+25.5%3.588%
6/3/2026NewEdge Advisors LLC57,007$2.37M0.0%N/A0.259%
5/19/2026NewEdge Advisors LLC57,007$2.37M0.0%N/A0.259%
5/18/2026Royal Bank of Canada640$27K0.0%N/A0.003%
5/15/2026Everest Financial Group LLC5,455$226K0.0%N/A0.025%
5/13/2026Cetera Investment Advisers110,790$4.60M0.0%+235.7%0.502%
5/5/2026RFG Bristol Wealth Advisors LLC268,133$11.13M3.0%+12.2%1.216%
5/5/2026Bank of New York Mellon Corp157,877$6.55M0.0%+7.1%0.716%
5/5/2026Sanctuary Advisors LLC41,974$1.74M0.0%+13.3%0.190%
5/4/2026Integrity Wealth Solutions LLC213,157$8.85M3.5%+6.6%0.967%
5/4/2026Team Financial Group LLC333,938$13.86M6.3%+4.9%1.514%
4/30/2026Mosaic Family Wealth Partners LLC105,337$4.37M0.4%+35.3%0.479%
4/29/2026SilverOak Wealth Management LLC52,068$2.16M0.3%+5.4%0.237%
4/29/2026Armor Investment Advisors LLC34,404$1.43M0.5%-18.0%0.156%
4/28/2026Cypress Capital LLC10,642$442K0.1%-54.4%0.048%
4/28/2026Ascentis Independent Advisors38,081$1.58M0.1%+226.0%0.173%
4/27/2026Kelman Lazarov Inc.78,482$3.26M0.5%+20.5%0.358%
4/23/2026Three Magnolias Financial Advisors LLC13,298$552K0.4%-8.1%0.061%
4/23/2026Apollon Financial LLC112,616$4.68M0.6%+4.4%0.518%
4/23/2026Apollon Wealth Management LLC1,728,202$71.74M1.2%+0.9%7.953%
4/22/2026Janney Montgomery Scott LLC12,307$511K0.0%-4.3%0.057%
4/21/2026Silver Oak Securities Incorporated121,963$5.06M0.4%+7.4%0.566%
4/18/2026Cora Capital Advisors LLC6,672$277K0.1%+5.5%0.031%
4/18/2026Richards Merrill & Peterson Inc.65,214$2.71M1.0%+2.8%0.303%
3/17/2026Rockefeller Capital Management L.P.20,848$876K0.0%+470.7%0.108%
2/18/2026Beacon Pointe Advisors LLC92,267$3.88M0.0%+31.6%0.479%
2/18/2026FAS Wealth Partners Inc.630,483$26.51M1.7%+13.0%3.272%
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2/18/2026Maia Wealth LLC77,097$3.27M0.6%+8.2%0.400%
2/17/2026Cetera Investment Advisers33,001$1.39M0.0%+12.6%0.171%
2/17/2026Osaic Holdings Inc.276,341$11.62M0.0%+13.3%1.434%
2/16/2026MML Investors Services LLC5,548$233K0.0%N/A0.029%
2/16/2026Mariner LLC69,361$2.92M0.0%+17.4%0.360%
2/13/2026Stifel Financial Corp143,118$6.02M0.0%+94.8%0.743%
2/13/2026Mosaic Family Wealth Partners LLC77,831$3.27M0.4%N/A0.404%
2/12/2026Commonwealth Equity Services LLC467,460$19.65M0.0%+21.9%2.426%
2/12/2026Daybright Advisory Services Inc.38,321$1.61M0.4%N/A0.199%
2/12/2026Advisory Resource Group472,860$19.88M3.5%+3.9%2.454%
2/11/2026Janney Montgomery Scott LLC12,863$541K0.0%+17.8%0.067%
2/11/2026GWN Securities Inc.5,955$250K0.1%N/A0.031%
2/11/2026LPL Financial LLC87,380$3.67M0.0%-13.6%0.453%
2/10/2026Private Wealth Asset Management LLC53,684$2.26M0.2%+1,596.2%0.279%
2/10/2026Goldman Sachs Group Inc.8,433$355K0.0%-72.7%0.044%
2/10/2026Twin Peaks Wealth Advisors LLC36,407$1.54M0.5%+42.3%0.189%
2/9/2026Kingsview Wealth Management LLC19,748$830K0.0%N/A0.102%
2/9/2026MSH Capital Advisors LLC57,315$2.41M0.5%+48.7%0.297%
2/6/2026Cypress Capital LLC23,325$981K0.3%+12.0%0.121%
2/6/2026HighTower Advisors LLC69,725$2.93M0.0%-2.9%0.362%
2/5/2026Armor Investment Advisors LLC41,937$1.76M0.6%-9.1%0.218%
2/4/2026Summit Wealth Group LLC Co.7,502$315K0.0%N/A0.039%
2/3/2026MGO One Seven LLC171,351$7.20M0.1%N/A0.894%
2/2/2026Truist Financial Corp199,232$8.38M0.0%+5.1%1.039%
2/2/2026Integrity Wealth Solutions LLC199,900$8.40M3.3%+9.4%1.043%
1/29/2026Kestra Private Wealth Services LLC7,101$299K0.0%N/A0.037%
1/29/2026Huntleigh Advisors Inc.160,999$6.77M1.1%+3.1%0.845%
1/29/2026Sanctuary Advisors LLC37,036$1.56M0.0%+6.1%0.194%
1/29/2026Golden State Equity Partners11,681$492K0.1%+5.0%0.061%
1/28/2026SilverOak Wealth Management LLC49,406$2.08M0.3%+4.9%0.259%
1/27/2026Novem Group249,720$10.50M1.2%+11.1%1.311%
1/27/2026Richards Merrill & Peterson Inc.63,447$2.67M1.0%+15.7%0.333%
1/26/2026Boyum Wealth Architects LLC605,802$25.55M12.0%+41.2%3.197%
1/26/2026Prosperity Financial Group Inc.102,103$4.29M1.5%+17.3%0.539%
1/26/2026Kelman Lazarov Inc.65,143$2.74M0.4%+22.3%0.344%
1/23/2026Farther Finance Advisors LLC11,820$497K0.0%N/A0.062%
1/23/2026RFG Bristol Wealth Advisors LLC238,953$10.05M2.8%+4.2%1.261%
1/22/2026Apollon Financial LLC107,845$4.53M0.7%+7.6%0.569%
1/22/2026Apollon Wealth Management LLC1,712,380$71.99M1.2%+3.1%9.036%
1/21/2026Prime Capital Investment Advisors LLC123,204$5.18M0.1%+21.3%0.650%
1/21/2026AJ Advisors LLC176,838$7.43M2.7%+10.7%0.933%
1/20/2026Coign Capital Advisors LLC19,942$839K0.4%-4.8%0.123%
1/20/2026Three Magnolias Financial Advisors LLC14,463$608K0.4%-13.6%0.089%
1/15/2026Silver Oak Securities Incorporated113,609$4.78M0.3%+8.0%0.703%
1/13/2026Team Financial Group LLC318,202$13.38M6.1%+4.7%1.983%
1/12/2026Howard Financial Services LTD.732,998$30.82M3.6%+8.2%4.567%
1/9/2026First Heartland Consultants Inc.299,429$12.59M1.0%+14.4%1.871%
1/8/2026Wealth Enhancement Advisory Services LLC160,054$6.73M0.0%+0.3%1.000%
1/8/2026Genesis 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%
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11/17/2025Prosperity Financial Group Inc.87,046$3.67M1.3%+21.6%0.584%
11/17/2025Mariner LLC59,096$2.49M0.0%N/A0.397%
11/17/2025Integrated Wealth Concepts LLC188,801$7.97M0.1%-8.4%1.267%
11/14/2025Raymond James Financial Inc.907,752$38.31M0.0%+158.6%6.092%
11/14/2025Maia Wealth LLC71,247$3.01M0.5%+37.7%0.478%
11/12/2025Kelman Lazarov Inc.53,244$2.25M0.3%+33.3%0.357%
11/12/2025Pinnacle Financial Group LLC IL85,264$3.60M1.1%+69.5%0.572%
11/10/2025First Heartland Consultants Inc.261,848$11.05M0.9%+29.0%1.757%
11/7/2025HighTower Advisors LLC71,828$3.03M0.0%-6.4%0.482%
11/6/2025MSH Capital Advisors LLC38,556$1.63M0.4%+2.7%0.259%


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. ($56.72M), Raymond James Financial Inc. ($38.31M), FAS Wealth Partners Inc. ($32.84M), Howard Financial Services LTD. ($32.41M), Boyum Wealth Architects LLC ($26.81M), 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. ($833.73K), First Heartland Consultants Inc. ($627.51K), FAS Wealth Partners Inc. ($417.48K), Advisory Resource Group ($353.79K), and Boyum Wealth Architects LLC ($314.66K).

Institutional investors have bought a total of 4,090,951 shares in the last 24 months. This purchase volume represents approximately $170.91M 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 10/13/2026. New 13F filings are added each quarter as they're published.
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