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PGIM Total Return Bond ETF (PTRB) Institutional Ownership

PGIM Total Return Bond ETF logo
$41.51 +0.07 (+0.17%)
As of 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)
61
Total
Institutional Inflows
(last 12 months)
$201.54M
Number of
Institutional Sellers
(last 12 months)
25
Total
Institutional Outflows
(last 12 months)
$36.94M
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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
5/5/2026Bank 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%
5/4/2026 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%
3/17/2026Rockefeller 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%
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%
2/16/2026 MML 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%
2/13/2026 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%
2/12/2026Daybright Advisory Services Inc.38,321$1.61M0.4%N/A0.199%
2/12/2026Advisory Resource Group472,860$19.88M3.5%+3.9%2.454%
2/11/2026 Janney 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%
2/6/2026 Cypress Capital LLC23,325$981K0.3%+12.0%0.121%
2/6/2026HighTower 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%
2/3/2026MGO 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%
1/29/2026Sanctuary 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%
1/26/2026Prosperity 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%
1/23/2026RFG 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%
1/21/2026Prime 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%
1/20/2026Coign 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%
11/17/2025Prosperity 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%
11/12/2025 Kelman 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%
11/10/2025 First 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%
11/6/2025PFG Private Wealth Management LLC182,656$7.71M3.4%N/A1.226%
11/5/2025Prime 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%
11/4/2025Jones Financial Companies Lllp232,379$9.80M0.0%+29.6%1.560%
11/3/2025Private Wealth Asset Management LLC3,165$134K0.0%N/A0.021%
11/3/2025 Truist Financial Corp189,606$8.00M0.0%+0.8%1.273%
10/31/2025 AJ Advisors LLC159,765$6.74M2.8%+1.1%1.076%
10/31/2025 Acorn Wealth Advisors LLC7,728$326K0.1%-3.0%0.052%
10/30/2025Coign Capital Advisors LLC20,944$884K0.5%-59.9%0.141%
10/30/2025Twin Peaks Wealth Advisors LLC25,583$1.08M0.4%+3.3%0.176%
10/30/2025 Huntleigh Advisors Inc.156,158$6.59M1.1%+4.5%1.075%
10/29/2025 Wealth Enhancement Advisory Services LLC159,598$6.73M0.0%-0.9%1.099%
10/29/2025 Axecap Investments LLC5,806$245K0.2%N/A0.040%
10/29/2025FAS Wealth Partners Inc.557,927$23.55M1.6%+10.8%3.842%
10/24/2025 SilverOak Wealth Management LLC47,102$1.99M0.3%+5.2%0.326%
10/23/2025 Cypress Capital LLC20,827$879K0.3%-8.0%0.144%
10/23/2025 Howard Financial Services LTD.677,420$28.59M3.5%+1.9%4.695%
10/22/2025RFG Bristol Wealth Advisors LLC229,266$9.68M2.9%N/A1.589%
10/22/2025Advisory Resource Group455,178$19.21M3.4%+116.7%3.154%
10/22/2025 Commonwealth Equity Services LLC383,523$16.19M0.0%+11.3%2.658%


PTRB Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of PTRB shares?

During the previous two years, 80 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), Howard Financial Services LTD. ($30.82M), FAS Wealth Partners Inc. ($26.51M), Boyum Wealth Architects LLC ($25.55M), and Advisory Resource Group ($19.88M).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 76 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 ($916.55K), Envestnet Asset Management Inc. ($879.23K), Advisory Resource Group ($365.51K), Howard Financial Services LTD. ($322.79K), Boyum Wealth Architects LLC ($312.68K), and First Heartland Consultants Inc. ($299.43K).

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

Institutional investors have bought a total of 4,796,509 shares in the last 24 months. This purchase volume represents approximately $201.54M in transactions.

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

Of the 25 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 ($454.80K), Armor Investment Advisors LLC ($133.52K), Coign Capital Advisors LLC ($58.36K), Jones Financial Companies Lllp ($45.38K), Prime Capital Investment Advisors LLC ($36.85K), Osaic Holdings Inc. ($26.28K), and Goldman Sachs Group Inc. ($22.42K).

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

Institutional investors have sold a total of 882,306 shares in the last 24 months. This volume of shares sold represents approximately $36.94M in transactions.


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This page (NYSEARCA:PTRB) was last updated on 5/5/2026 by MarketBeat.com Staff.
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