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Pgim Jennison Focused Value (PJFV)

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
Shares366,805 from 86,120
Change+280,685 (+326%)
Value$36.5M (+$28.0M)
Filed 2026-11-06
Kozak & Associates, Inc.
DECREASED
Shares244,862 from 258,669
Change-13,807 (-5%)
Value$25.1M (-$277.8K)
Filed 2026-10-29
Foguth Wealth Management, Llc.
DECREASED
Shares205,800 from 210,432
Change-4,632 (-2%)
Value$20.8M (+$167.4K)
Filed 2026-10-19
Cambridge Investment Research Advisors, Inc.
NEW
Shares27,389
Change+27,389
Value$2.7K
Filed 2026-11-02
Beacon Financial Advisory LLC
DECREASED
Shares6,280 from 7,003
Change-723 (-10%)
Value$624.4K (-$65.0K)
Filed 2026-10-16
Prosperity Financial Group, Inc.
NEW
Shares5,490
Change+5,490
Value$545.9K
Filed 2026-10-29
PNC Financial Services Group, Inc.
NEW
Shares1,087
Change+1,087
Value$108.1K
Filed 2026-11-06
Fifth Third Bancorp
INCREASED
Shares536 from 440
Change+96 (+22%)
Value$53.3K (+$10.0K)
Filed 2026-11-05
Highland Investment Advisors LLC
NEW
Shares372
Change+372
Value$37.0K
Filed 2026-11-09
Private Trust Co NA
INCREASED
Shares198 from 137
Change+61 (+45%)
Value$19.7K (+$6.2K)
Filed 2026-10-20
Founders Financial Alliance, LLC
CLOSED
Shares0 from 495
Change-495 (-100%)
Value$0 (-$48.7K)
Filed 2026-11-10
Raymond James Financial Inc
N/A
Shares— from 124,300
Change-124,300 (-100%)
Value—
Quattro Advisors LLC
N/A
Shares— from 47,768
Change-47,768 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 34,278
Change-34,278 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 6,745
Change-6,745 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 3,853
Change-3,853 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 3,698
Change-3,698 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 2,157
Change-2,157 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 440
Change-440 (-100%)
Value—
Status
LPL Financial LLC
INCREASED366,80586,120+280,685+326%$8.5M$36.5M+$28.0M2026-11-06
Kozak & Associates, Inc.
DECREASED244,862258,669-13,807-5%$25.3M$25.1M-$277.8K2026-10-29
Foguth Wealth Management, Llc.
DECREASED205,800210,432-4,632-2%$20.6M$20.8M+$167.4K2026-10-19
Cambridge Investment Research Advisors, Inc.
NEW27,389—+27,389——$2.7K—2026-11-02
Beacon Financial Advisory LLC
DECREASED6,2807,003-723-10%$689.4K$624.4K-$65.0K2026-10-16
Prosperity Financial Group, Inc.
NEW5,490—+5,490——$545.9K—2026-10-29
PNC Financial Services Group, Inc.
NEW1,087—+1,087——$108.1K—2026-11-06
Fifth Third Bancorp
INCREASED536440+96+22%$43.3K$53.3K+$10.0K2026-11-05
Highland Investment Advisors LLC
NEW372—+372——$37.0K—2026-11-09
Private Trust Co NA
INCREASED198137+61+45%$13.5K$19.7K+$6.2K2026-10-20
Founders Financial Alliance, LLC
CLOSED0495-495-100%$48.7K$0-$48.7K2026-11-10
Raymond James Financial Inc
N/A—124,300-124,300-100%$12.2M———
Quattro Advisors LLC
N/A—47,768-47,768-100%$4.7M———
Private Advisor Group, LLC
N/A—34,278-34,278-100%$3.4M———
Envestnet Asset Management Inc
N/A—6,745-6,745-100%$664.0K———
Jane Street Group, LLC
N/A—3,853-3,853-100%$379.3K———
Citadel Advisors LLC
N/A—3,698-3,698-100%$364.1K———
Cetera Investment Advisers
N/A—2,157-2,157-100%$212.4K———
Osaic Holdings, Inc.
N/A—440-440-100%$43.3K———
Showing 19 of 19 institutions