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Pgim ACT Aggrg Bond ETF (PAB)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
KWB Wealth
NEW
Shares429,144
Change+429,144
Value$17.2M
Filed 2026-10-16
Advisory Resource Group
INCREASED
Shares261,770 from 133,351
Change+128,419 (+96%)
Value$10.5M (+$4.9M)
Filed 2026-10-26
Sagespring Wealth Partners, LLC
INCREASED
Shares239,064 from 228,331
Change+10,733 (+5%)
Value$9.6M (-$21.4K)
Filed 2026-10-22
LPL Financial LLC
INCREASED
Shares67,727 from 65,932
Change+1,795 (+3%)
Value$2.7M (-$58.6K)
Filed 2026-11-06
Global Assets Advisory, LLC
DECREASED
Shares30,644 from 31,375
Change-731 (-2%)
Value$1.2M (-$92.5K)
Filed 2026-10-28
Intrua Financial, LLC
DECREASED
Shares27,842 from 31,193
Change-3,351 (-11%)
Value$1.1M (-$196.3K)
Filed 2026-10-28
Cora Capital Advisors LLC
DECREASED
Shares6,599 from 7,777
Change-1,178 (-15%)
Value$264.9K (-$62.7K)
Filed 2026-11-02
Truist Financial Corp
NEW
Shares5,720
Change+5,720
Value$229.7K
Filed 2026-10-30
Cambridge Investment Research Advisors, Inc.
NEW
Shares5,093
Change+5,093
Value$204
Filed 2026-11-02
Larson Financial Group LLC
DECREASED
Shares2,642 from 2,666
Change-24 (-1%)
Value$106.1K (-$6.2K)
Filed 2026-11-05
Prudential Financial Inc
N/A
Shares— from 451,164
Change-451,164 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 221,249
Change-221,249 (-100%)
Value—
Coign Capital Advisors LLC
N/A
Shares— from 182,203
Change-182,203 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 84,708
Change-84,708 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 82,555
Change-82,555 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 25,558
Change-25,558 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 17,957
Change-17,957 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 16,991
Change-16,991 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 13,698
Change-13,698 (-100%)
Value—
Evergreen Wealth Partners LLC
N/A
Shares— from 13,138
Change-13,138 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 8,334
Change-8,334 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 4,989
Change-4,989 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 3,809
Change-3,809 (-100%)
Value—
Mpwm Advisory Solutions, LLC
N/A
Shares— from 3,346
Change-3,346 (-100%)
Value—
Status
KWB Wealth
NEW429,144—+429,144——$17.2M—2026-10-16
Advisory Resource Group
INCREASED261,770133,351+128,419+96%$5.6M$10.5M+$4.9M2026-10-26
Sagespring Wealth Partners, LLC
INCREASED239,064228,331+10,733+5%$9.6M$9.6M-$21.4K2026-10-22
LPL Financial LLC
INCREASED67,72765,932+1,795+3%$2.8M$2.7M-$58.6K2026-11-06
Global Assets Advisory, LLC
DECREASED30,64431,375-731-2%$1.3M$1.2M-$92.5K2026-10-28
Intrua Financial, LLC
DECREASED27,84231,193-3,351-11%$1.3M$1.1M-$196.3K2026-10-28
Cora Capital Advisors LLC
DECREASED6,5997,777-1,178-15%$327.6K$264.9K-$62.7K2026-11-02
Truist Financial Corp
NEW5,720—+5,720——$229.7K—2026-10-30
Cambridge Investment Research Advisors, Inc.
NEW5,093—+5,093——$204—2026-11-02
Larson Financial Group LLC
DECREASED2,6422,666-24-1%$112.3K$106.1K-$6.2K2026-11-05
Prudential Financial Inc
N/A—451,164-451,164-100%$19.0M———
JPMorgan Chase & Co
N/A—221,249-221,249-100%$9.4M———
Coign Capital Advisors LLC
N/A—182,203-182,203-100%$7.7M———
Steward Partners Investment Advisory, LLC
N/A—84,708-84,708-100%$3.6M———
Jones Financial Companies Lllp
N/A—82,555-82,555-100%$3.5M———
Stratos Wealth Partners, Ltd.
N/A—25,558-25,558-100%$1.1M———
Osaic Holdings, Inc.
N/A—17,957-17,957-100%$756.5K———
Natixis Advisors, LLC
N/A—16,991-16,991-100%$715.0K———
Cetera Investment Advisers
N/A—13,698-13,698-100%$577.1K———
Evergreen Wealth Partners LLC
N/A—13,138-13,138-100%$553.5K———
Goldman Sachs Group Inc
N/A—8,334-8,334-100%$351.1K———
Citadel Advisors LLC
N/A—4,989-4,989-100%$210.2K———
Royal Bank of Canada
N/A—3,809-3,809-100%$160.0K———
Mpwm Advisory Solutions, LLC
N/A—3,346-3,346-100%$141.0K———
Showing 24 of 24 institutions