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Pgim Shrt Duration MS BD ETF (PSDM)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
Thrivent Financial for Lutherans
INCREASED
Shares362,920 from 229,755
Change+133,165 (+58%)
Value$18.2K (-$11.7M)
Filed 2026-11-05
Team Financial Group, LLC
INCREASED
Shares262,966 from 218,467
Change+44,499 (+20%)
Value$13.1M (+$2.0M)
Filed 2026-10-30
TrueWealth Advisors, LLC
NEW
Shares192,862
Change+192,862
Value$9.6M
Filed 2026-10-09
LPL Financial LLC
INCREASED
Shares103,072 from 63,581
Change+39,491 (+62%)
Value$5.2M (+$1.9M)
Filed 2026-11-06
Founders Financial Securities LLC
DECREASED
Shares82,143 from 96,726
Change-14,583 (-15%)
Value$4.1M (-$816.2K)
Filed 2026-10-28
Prosperity Financial Group, Inc.
NEW
Shares74,599
Change+74,599
Value$3.7M
Filed 2026-10-29
Steel Grove Capital Advisors, LLC
DECREASED
Shares57,299 from 59,951
Change-2,652 (-4%)
Value$2.9M (-$186.6K)
Filed 2026-10-13
Sagespring Wealth Partners, LLC
INCREASED
Shares41,312 from 39,771
Change+1,541 (+4%)
Value$2.1M (+$41.2K)
Filed 2026-10-22
Commonwealth Equity Services, LLC
INCREASED
Shares40,792 from 35,429
Change+5,363 (+15%)
Value$2.0M (+$236.2K)
Filed 2026-11-02
Ascentis Independent Advisors
NEW
Shares37,221
Change+37,221
Value$1.9M
Filed 2026-11-03
IFP Advisors, Inc
INCREASED
Shares32,791 from 32,200
Change+591 (+2%)
Value$1.6M (+$570)
Filed 2026-10-16
Prairie Advisory, LLC
INCREASED
Shares32,690 from 16,384
Change+16,306 (+100%)
Value$1.6M (+$800.6K)
Filed 2026-10-19
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares22,024 from 10,526
Change+11,498 (+109%)
Value$1.1K (-$534.9K)
Filed 2026-11-02
Blue Line Capital, LLC / IL
INCREASED
Shares16,494 from 16,323
Change+171 (+1%)
Value$824.7K (-$6.2K)
Filed 2026-11-04
Thoroughbred Financial Services, LLC
INCREASED
Shares14,412 from 14,161
Change+251 (+2%)
Value$720 (-$719.3K)
Filed 2026-11-09
Wealth Enhancement Advisory Services, LLC
NEW
Shares6,287
Change+6,287
Value$315.4K
Filed 2026-10-13
Register Financial Advisors LLC
UNCHANGED
Shares1,673 from 1,673
Change0 (0%)
Value$83.7K (-$1.5K)
Filed 2026-10-23
PNC Financial Services Group, Inc.
NEW
Shares1,392
Change+1,392
Value$69.6K
Filed 2026-11-06
Harbour Investments, Inc.
UNCHANGED
Shares250 from 250
Change0 (0%)
Value$12.5K (-$225)
Filed 2026-11-09
Elevation Point Wealth Partners, LLC
CLOSED
Shares0 from 175,262
Change-175,262 (-100%)
Value$0 (-$8.9M)
Filed 2026-11-05
Envestnet Asset Management Inc
N/A
Shares— from 280,349
Change-280,349 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 239,060
Change-239,060 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 175,069
Change-175,069 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 138,075
Change-138,075 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 99,154
Change-99,154 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 89,779
Change-89,779 (-100%)
Value—
Tidal Investments LLC
N/A
Shares— from 60,494
Change-60,494 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 59,646
Change-59,646 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 40,192
Change-40,192 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 38,557
Change-38,557 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 33,206
Change-33,206 (-100%)
Value—
Essex Financial Services, Inc.
N/A
Shares— from 22,115
Change-22,115 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 12,321
Change-12,321 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 6,374
Change-6,374 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 6,200
Change-6,200 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 6,009
Change-6,009 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 5,307
Change-5,307 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 4,397
Change-4,397 (-100%)
Value—
Mpwm Advisory Solutions, LLC
N/A
Shares— from 2,287
Change-2,287 (-100%)
Value—
Security National Bank of Sioux City Iowa
N/A
Shares— from 301
Change-301 (-100%)
Value—
Status
Thrivent Financial for Lutherans
INCREASED362,920229,755+133,165+58%$11.7M$18.2K-$11.7M2026-11-05
Team Financial Group, LLC
INCREASED262,966218,467+44,499+20%$11.1M$13.1M+$2.0M2026-10-30
TrueWealth Advisors, LLC
NEW192,862—+192,862——$9.6M—2026-10-09
LPL Financial LLC
INCREASED103,07263,581+39,491+62%$3.2M$5.2M+$1.9M2026-11-06
Founders Financial Securities LLC
DECREASED82,14396,726-14,583-15%$4.9M$4.1M-$816.2K2026-10-28
Prosperity Financial Group, Inc.
NEW74,599—+74,599——$3.7M—2026-10-29
Steel Grove Capital Advisors, LLC
DECREASED57,29959,951-2,652-4%$3.1M$2.9M-$186.6K2026-10-13
Sagespring Wealth Partners, LLC
INCREASED41,31239,771+1,541+4%$2.0M$2.1M+$41.2K2026-10-22
Commonwealth Equity Services, LLC
INCREASED40,79235,429+5,363+15%$1.8M$2.0M+$236.2K2026-11-02
Ascentis Independent Advisors
NEW37,221—+37,221——$1.9M—2026-11-03
IFP Advisors, Inc
INCREASED32,79132,200+591+2%$1.6M$1.6M+$5702026-10-16
Prairie Advisory, LLC
INCREASED32,69016,384+16,306+100%$833.9K$1.6M+$800.6K2026-10-19
Cambridge Investment Research Advisors, Inc.
INCREASED22,02410,526+11,498+109%$536.0K$1.1K-$534.9K2026-11-02
Blue Line Capital, LLC / IL
INCREASED16,49416,323+171+1%$830.9K$824.7K-$6.2K2026-11-04
Thoroughbred Financial Services, LLC
INCREASED14,41214,161+251+2%$720.0K$720-$719.3K2026-11-09
Wealth Enhancement Advisory Services, LLC
NEW6,287—+6,287——$315.4K—2026-10-13
Register Financial Advisors LLC
UNCHANGED1,6731,67300%$85.2K$83.7K-$1.5K2026-10-23
PNC Financial Services Group, Inc.
NEW1,392—+1,392——$69.6K—2026-11-06
Harbour Investments, Inc.
UNCHANGED25025000%$12.7K$12.5K-$2252026-11-09
Elevation Point Wealth Partners, LLC
CLOSED0175,262-175,262-100%$8.9M$0-$8.9M2026-11-05
Envestnet Asset Management Inc
N/A—280,349-280,349-100%$14.3M———
Rockefeller Capital Management L.P.
N/A—239,060-239,060-100%$12.2M———
Vestmark Advisory Solutions, Inc.
N/A—175,069-175,069-100%$8.9M———
Jones Financial Companies Lllp
N/A—138,075-138,075-100%$7.1M———
Raymond James Financial Inc
N/A—99,154-99,154-100%$5.0M———
Steward Partners Investment Advisory, LLC
N/A—89,779-89,779-100%$4.6M———
Tidal Investments LLC
N/A—60,494-60,494-100%$3.1M———
Osaic Holdings, Inc.
N/A—59,646-59,646-100%$3.0M———
Citadel Advisors LLC
N/A—40,192-40,192-100%$2.0M———
JPMorgan Chase & Co
N/A—38,557-38,557-100%$2.0M———
MML Investors Services, LLC
N/A—33,206-33,206-100%$1.7M———
Essex Financial Services, Inc.
N/A—22,115-22,115-100%$1.1M———
Jane Street Group, LLC
N/A—12,321-12,321-100%$627.1K———
Goldman Sachs Group Inc
N/A—6,374-6,374-100%$324.4K———
Stifel Financial Corp
N/A—6,200-6,200-100%$315.6K———
World Investment Advisors
N/A—6,009-6,009-100%$307.0K———
Cetera Investment Advisers
N/A—5,307-5,307-100%$270.1K———
Kingsview Wealth Management, LLC
N/A—4,397-4,397-100%$223.8K———
Mpwm Advisory Solutions, LLC
N/A—2,287-2,287-100%$116.4K———
Security National Bank of Sioux City Iowa
N/A—301-301-100%$15.3K———
Showing 40 of 40 institutions