IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Pgim Total Return Bond ETF (PTRB)

CUSIP: 69344A800 | NYSE | 143 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile

Institutional Holders — Q3 2026

Apollon Wealth Management, LLC2,575,980
1.2% of portfolio›$101.6M
Howard Financial Services, Ltd.796,745
3.3% of portfolio›$31.4M
Commonwealth Equity Services, LLC695,824
0.0% of portfolio›$27.4M
Elevation Point Wealth Partners, LLC695,351
0.5% of portfolio›$27.5M
Boyum Wealth Architects LLC680,149
10.9% of portfolio›$26.8M
First Heartland Consultants, Inc.324,767
0.9% of portfolio›$12.8M
RFG - Bristol Wealth Advisors, LLC307,726
2.9% of portfolio›$12.1M
Concurrent Investment Advisors, LLC305,580
0.1% of portfolio›$12.1M
Spire Wealth Management292,576
0.4% of portfolio›$11.5M
Advisory Resource Group285,503
1.6% of portfolio›$11.3M
Novem Group253,283
1.0% of portfolio›$10.0M
Genesis Private Wealth, LLC244,557
2.7% of portfolio›$9.6M
AJ Advisors, LLC191,150
2.4% of portfolio›$7.5M
Bank of New York Mellon Corp187,440
0.0% of portfolio›$7.4M
Team Financial Group, LLC172,266
2.7% of portfolio›$6.8M
MGO One Seven LLC170,974
0.1% of portfolio›$6.7M
Ascentis Independent Advisors160,654
0.4% of portfolio›$6.3M
Huntleigh Advisors, Inc.159,885
0.9% of portfolio›$6.3M
Pinnacle Financial Group, LLC / IL145,583
1.4% of portfolio›$5.7M
Apollon Financial, LLC131,524
0.6% of portfolio›$5.2M
Prime Capital Investment Advisors, LLC128,450
0.0% of portfolio›$5.1M
Maia Wealth LLC93,583
0.5% of portfolio›$3.7M
Richards, Merrill & Peterson, Inc.71,274
0.9% of portfolio›$2.8M
First Citizens Financial Corp65,245
1.1% of portfolio›$2.6M
Ignite Planners, LLC60,792
0.3% of portfolio›$2.4M
MSH Capital Advisors LLC55,956
0.3% of portfolio›$2.2M
SilverOak Wealth Management LLC52,610
0.2% of portfolio›$2.1M
Armor Investment Advisors, LLC30,590
0.4% of portfolio›$1.2M
Fermata Advisors, LLC25,696
0.2% of portfolio›$1.0M
WealthPLAN Partners, LLC20,602
0.1% of portfolio›$812.5K
Gateway Investment Advisers LLC18,217
0.0% of portfolio›$718.5K
Cambridge Investment Research Advisors, Inc.13,339
0.0% of portfolio›$526
AdvisorNet Financial, Inc12,655
0.0% of portfolio›$501.9K
Wealth Enhancement Advisory Services, LLC12,170
0.0% of portfolio›$481.5K
Farther Finance Advisors, LLC9,528
0.0% of portfolio›$375.8K
Mascoma Wealth Management LLC9,386
0.1% of portfolio›$370.2K
Summit Wealth Group LLC / Co8,304
0.0% of portfolio›$327.5K
Acorn Wealth Advisors, LLC7,658
0.1% of portfolio›$302.0K
365 WMG Private Fund I: Primus Fund LLC6,707
0.2% of portfolio›$264.5K
Axecap Investments, LLC6,707
0.2% of portfolio›$264.5K
Cypress Capital, LLC6,674
0.1% of portfolio›$263.2K
Cora Capital Advisors LLC5,888
0.1% of portfolio›$232.2K
Three Magnolias Financial Advisors, LLC5,713
0.1% of portfolio›$225.3K
D.A. Davidson & Co.5,192
0.0% of portfolio›$204.8K
Register Financial Advisors LLC4,246
0.1% of portfolio›$167.5K
MidAtlantic Capital Management, Inc.3,907
0.1% of portfolio›$154.1K
Barnes Dennig Private Wealth Management LLC2,370
0.1% of portfolio›$93.5K
IFP Advisors, Inc210
0.0% of portfolio›$8.3K
EverSource Wealth Advisors, LLC116
0.0% of portfolio›$4.6K
StyleTurnoverLocationFiled
Apollon Wealth Management, LLC
2,575,980$101.6M1.2%GrowthLowMount Pleasant, SC2026-10-23
Howard Financial Services, Ltd.
796,745$31.4M3.3%ETFLowDallas, TX2026-10-15
Commonwealth Equity Services, LLC
695,824$27.4M0.0%ETFLowWaltham, MA2026-11-02
Elevation Point Wealth Partners, LLC
695,351$27.5M0.5%CoreHighDenver, CO2026-11-05
Boyum Wealth Architects LLC
680,149$26.8M10.9%ETFLowBloomington, MN2026-10-06
First Heartland Consultants, Inc.
324,767$12.8M0.9%ETFMediumLake St. Louis, MO2026-10-08
RFG - Bristol Wealth Advisors, LLC
307,726$12.1M2.9%ETFLowTaunton, MA2026-10-09
Concurrent Investment Advisors, LLC
305,580$12.1M0.1%GrowthMediumTampa, FL2026-10-16
Spire Wealth Management
292,576$11.5M0.4%GrowthMediumMclean, VA2026-10-30
Advisory Resource Group
285,503$11.3M1.6%GARPMediumTulsa, OK2026-10-26
Novem Group
253,283$10.0M1.0%ETFMediumRochester, NY2026-10-19
Genesis Private Wealth, LLC
244,557$9.6M2.7%ETFLowAshburn, VA2026-11-02
AJ Advisors, LLC
191,150$7.5M2.4%ETFVery LowNashville, TN2026-10-29
Bank of New York Mellon Corp
187,440$7.4M0.0%CoreLowNew York, NY2026-11-05
Team Financial Group, LLC
172,266$6.8M2.7%ETFLowTemecula, CA2026-10-30
MGO One Seven LLC
170,974$6.7M0.1%GrowthLowBeachwood, OH2026-10-28
Ascentis Independent Advisors
160,654$6.3M0.4%ETFLowDallas, TX2026-11-03
Huntleigh Advisors, Inc.
159,885$6.3M0.9%GrowthMediumSt. Louis, MO2026-11-03
Pinnacle Financial Group, LLC / IL
145,583$5.7M1.4%ETFVery LowWestern Springs, IL2026-10-29
Apollon Financial, LLC
131,524$5.2M0.6%ETFVery LowMount Pleasant, SC2026-10-23
Prime Capital Investment Advisors, LLC
128,450$5.1M0.0%ETFLowOverland Park, KS2026-10-20
Maia Wealth LLC
93,583$3.7M0.5%ETFMediumDenver, CO2026-10-19
Richards, Merrill & Peterson, Inc.
71,274$2.8M0.9%GrowthLowSpokane, WA2026-10-19
First Citizens Financial Corp
65,245$2.6M1.1%ETFLowMason City, IA2026-10-02
Ignite Planners, LLC
60,792$2.4M0.3%CoreLowSan Clemente, CA2026-10-14
MSH Capital Advisors LLC
55,956$2.2M0.3%CoreLowScottsdale, AZ2026-11-03
SilverOak Wealth Management LLC
52,610$2.1M0.2%ETFVery LowEdina, MN2026-10-29
Armor Investment Advisors, LLC
30,590$1.2M0.4%ETFLowRaleigh, NC2026-10-27
Fermata Advisors, LLC
25,696$1.0M0.2%ETFLowSonoma, CA2026-10-13
WealthPLAN Partners, LLC
20,602$812.5K0.1%CoreMediumOmaha, NE2026-10-15
Gateway Investment Advisers LLC
18,217$718.5K0.0%GrowthLowCincinnati, OH2026-10-13
Cambridge Investment Research Advisors, Inc.
13,339$5260.0%ETFLowFairfield, IA2026-11-02
AdvisorNet Financial, Inc
12,655$501.9K0.0%ETFLowMinnetonka, MN2026-10-15
Wealth Enhancement Advisory Services, LLC
12,170$481.5K0.0%CoreLowPlymouth, MN2026-10-13
Farther Finance Advisors, LLC
9,528$375.8K0.0%IndexLowSan Francisco, CA2026-10-08
Mascoma Wealth Management LLC
9,386$370.2K0.1%ETFVery LowHanover, NH2026-10-23
Summit Wealth Group LLC / Co
8,304$327.5K0.0%ETFHighColorado Springs, CO2026-10-29
Acorn Wealth Advisors, LLC
7,658$302.0K0.1%ETFLowGrand Blanc, MI2026-10-19
365 WMG Private Fund I: Primus Fund LLC
6,707$264.5K0.2%GrowthN/AMason, OH2026-10-20
Axecap Investments, LLC
6,707$264.5K0.2%GrowthVery HighMason, OH2026-10-20
Cypress Capital, LLC
6,674$263.2K0.1%ETFMediumFranklin, TN2026-10-20
Cora Capital Advisors LLC
5,888$232.2K0.1%ETFLowMarlton, NJ2026-11-02
Three Magnolias Financial Advisors, LLC
5,713$225.3K0.1%ETFLowWinston-Salem, NC2026-10-14
D.A. Davidson & Co.
5,192$204.8K0.0%CoreLowGreat Falls, MT2026-10-28
Register Financial Advisors LLC
4,246$167.5K0.1%GARPLowAtlanta, GA2026-10-23
MidAtlantic Capital Management, Inc.
3,907$154.1K0.1%ETFVery LowRichmond, VA2026-11-05
Barnes Dennig Private Wealth Management LLC
2,370$93.5K0.1%CoreLowCincinnati, OH2026-10-30
IFP Advisors, Inc
210$8.3K0.0%GrowthLowTampa, FL2026-10-16
EverSource Wealth Advisors, LLC
116$4.6K0.0%CoreMediumBirmingham, AL2026-11-04