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Pgim Short Duration High YLD (PSH)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
LPL Financial LLC
INCREASED
Shares792,405 from 340,590
Change+451,815 (+133%)
Value$38.6M (+$21.6M)
Filed 2026-11-06
IAG Wealth Partners, LLC
INCREASED
Shares332,577 from 321,813
Change+10,764 (+3%)
Value$16.2M (+$134.5K)
Filed 2026-11-06
Commonwealth Equity Services, LLC
INCREASED
Shares293,451 from 279,598
Change+13,853 (+5%)
Value$14.3M (+$335.9K)
Filed 2026-11-02
Crumly & Associates Inc.
INCREASED
Shares279,563 from 271,387
Change+8,176 (+3%)
Value$13.6M (+$69.5K)
Filed 2026-10-07
Truist Financial Corp
INCREASED
Shares163,283 from 158,423
Change+4,860 (+3%)
Value$7.9M (+$44.9K)
Filed 2026-10-30
EverSource Wealth Advisors, LLC
DECREASED
Shares115,552 from 120,121
Change-4,569 (-4%)
Value$5.6M (-$367.7K)
Filed 2026-11-04
MGO One Seven LLC
DECREASED
Shares103,394 from 107,361
Change-3,967 (-4%)
Value$5.0M (-$322.9K)
Filed 2026-10-28
Sunrise Financial Services, LLC
DECREASED
Shares78,648 from 78,991
Change-343 (0%)
Value$3.8M (-$112.3K)
Filed 2026-10-21
FIG Financial Advisory Services Inc
NEW
Shares75,649
Change+75,649
Value$3.7M
Filed 2026-10-07
Fjell Capital, LLC
DECREASED
Shares49,769 from 60,047
Change-10,278 (-17%)
Value$2.4M (-$572.9K)
Filed 2026-10-13
First Heartland Consultants, Inc.
INCREASED
Shares24,599 from 18,096
Change+6,503 (+36%)
Value$1.2M (+$294.6K)
Filed 2026-10-08
Ballew Advisors, Inc
NEW
Shares22,819
Change+22,819
Value$1.1M
Filed 2026-10-05
Lakeshore Financial Planning, Inc.
INCREASED
Shares21,050 from 20,047
Change+1,003 (+5%)
Value$1.0M (+$24.6K)
Filed 2026-10-13
Harbour Investments, Inc.
INCREASED
Shares6,370 from 6,275
Change+95 (+2%)
Value$310.0K (-$3.0K)
Filed 2026-11-09
Prosperity Financial Group, Inc.
DECREASED
Shares6,105 from 6,700
Change-595 (-9%)
Value$297.1K (-$37.1K)
Filed 2026-10-29
Indivisible Partners
INCREASED
Shares6,093 from 5,024
Change+1,069 (+21%)
Value$296.6K (+$45.9K)
Filed 2026-10-26
XML Financial, LLC
DECREASED
Shares5,979 from 6,179
Change-200 (-3%)
Value$291.0K (-$17.2K)
Filed 2026-10-29
Moors & Cabot, Inc.
DECREASED
Shares5,174 from 5,217
Change-43 (-1%)
Value$251.8K (-$8.4K)
Filed 2026-11-06
Parallel Advisors, LLC
DECREASED
Shares4,058 from 8,191
Change-4,133 (-50%)
Value$197.5K (-$211.1K)
Filed 2026-11-03
Hazlett, Burt & Watson, Inc.
INCREASED
Shares479 from 473
Change+6 (+1%)
Value$23 ($0)
Filed 2026-11-04
TD Waterhouse Canada Inc.
UNCHANGED
Shares160 from 160
Change0 (0%)
Value$7.8K (-$172)
Filed 2026-10-16
HighTower Advisors, LLC
N/A
Shares— from 202,156
Change-202,156 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 138,077
Change-138,077 (-100%)
Value—
Stonebridge Financial Group, LLC
N/A
Shares— from 81,098
Change-81,098 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 60,246
Change-60,246 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 51,345
Change-51,345 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 32,041
Change-32,041 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 26,527
Change-26,527 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 16,996
Change-16,996 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 15,587
Change-15,587 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 8,120
Change-8,120 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 5,600
Change-5,600 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 4,524
Change-4,524 (-100%)
Value—
Kerr Financial Planning Corp
N/A
Shares— from 1,204
Change-1,204 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 110
Change-110 (-100%)
Value—
Status
LPL Financial LLC
INCREASED792,405340,590+451,815+133%$17.0M$38.6M+$21.6M2026-11-06
IAG Wealth Partners, LLC
INCREASED332,577321,813+10,764+3%$16.1M$16.2M+$134.5K2026-11-06
Commonwealth Equity Services, LLC
INCREASED293,451279,598+13,853+5%$13.9M$14.3M+$335.9K2026-11-02
Crumly & Associates Inc.
INCREASED279,563271,387+8,176+3%$13.5M$13.6M+$69.5K2026-10-07
Truist Financial Corp
INCREASED163,283158,423+4,860+3%$7.9M$7.9M+$44.9K2026-10-30
EverSource Wealth Advisors, LLC
DECREASED115,552120,121-4,569-4%$6.0M$5.6M-$367.7K2026-11-04
MGO One Seven LLC
DECREASED103,394107,361-3,967-4%$5.4M$5.0M-$322.9K2026-10-28
Sunrise Financial Services, LLC
DECREASED78,64878,991-3430%$3.9M$3.8M-$112.3K2026-10-21
FIG Financial Advisory Services Inc
NEW75,649—+75,649——$3.7M—2026-10-07
Fjell Capital, LLC
DECREASED49,76960,047-10,278-17%$3.0M$2.4M-$572.9K2026-10-13
First Heartland Consultants, Inc.
INCREASED24,59918,096+6,503+36%$902.6K$1.2M+$294.6K2026-10-08
Ballew Advisors, Inc
NEW22,819—+22,819——$1.1M—2026-10-05
Lakeshore Financial Planning, Inc.
INCREASED21,05020,047+1,003+5%$999.9K$1.0M+$24.6K2026-10-13
Harbour Investments, Inc.
INCREASED6,3706,275+95+2%$313.0K$310.0K-$3.0K2026-11-09
Prosperity Financial Group, Inc.
DECREASED6,1056,700-595-9%$334.2K$297.1K-$37.1K2026-10-29
Indivisible Partners
INCREASED6,0935,024+1,069+21%$250.6K$296.6K+$45.9K2026-10-26
XML Financial, LLC
DECREASED5,9796,179-200-3%$308.2K$291.0K-$17.2K2026-10-29
Moors & Cabot, Inc.
DECREASED5,1745,217-43-1%$260.2K$251.8K-$8.4K2026-11-06
Parallel Advisors, LLC
DECREASED4,0588,191-4,133-50%$408.6K$197.5K-$211.1K2026-11-03
Hazlett, Burt & Watson, Inc.
INCREASED479473+6+1%$23$23$02026-11-04
TD Waterhouse Canada Inc.
UNCHANGED16016000%$8.0K$7.8K-$1722026-10-16
HighTower Advisors, LLC
N/A—202,156-202,156-100%$10.1M———
Focus Partners Wealth
N/A—138,077-138,077-100%$6.9M———
Stonebridge Financial Group, LLC
N/A—81,098-81,098-100%$4.0K———
Envestnet Asset Management Inc
N/A—60,246-60,246-100%$3.0M———
Janney Montgomery Scott LLC
N/A—51,345-51,345-100%$2.6K———
Private Advisor Group, LLC
N/A—32,041-32,041-100%$1.6M———
Jones Financial Companies Lllp
N/A—26,527-26,527-100%$1.3M———
Osaic Holdings, Inc.
N/A—16,996-16,996-100%$851.3K———
Jane Street Group, LLC
N/A—15,587-15,587-100%$777.5K———
Equitable Holdings, Inc.
N/A—8,120-8,120-100%$405.0K———
Stratos Wealth Partners, Ltd.
N/A—5,600-5,600-100%$279.3K———
Cetera Investment Advisers
N/A—4,524-4,524-100%$225.7K———
Kerr Financial Planning Corp
N/A—1,204-1,204-100%$19.7K———
Wells Fargo & Company
N/A—110-110-100%$5.5K———
Showing 35 of 35 institutions