Pgim Shrt Durat HI YLD (SDHY)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

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Allspring Global Investments Holdings, LLC

UNCHANGED

Shares615,485 from 615,485

Change0 (0%)

Value$9.4M (-$714.0K)

Filed 2026-11-04

City of London Investment Management Co LTD

DECREASED

Shares449,234 from 452,098

Change-2,864 (-1%)

Value$6.8M (-$568.1K)

Filed 2026-10-30

Hazlett, Burt & Watson, Inc.

DECREASED

Shares158,102 from 170,370

Change-12,268 (-7%)

Value$2.4K (-$1.6M)

Filed 2026-11-04

Apollon Financial, LLC

INCREASED

Shares126,890 from 113,628

Change+13,262 (+12%)

Value$1.9M (+$70.2K)

Filed 2026-10-23

Riverbridge Partners LLC

DECREASED

Shares115,796 from 164,714

Change-48,918 (-30%)

Value$1.8M (-$936.1K)

Filed 2026-11-05

Aviance Capital Partners, LLC

INCREASED

Shares93,773 from 83,169

Change+10,604 (+13%)

Value$1.4M (+$65.0K)

Filed 2026-10-29

Secure Asset Management, LLC

INCREASED

Shares92,158 from 90,072

Change+2,086 (+2%)

Value$1.4M (-$72.7K)

Filed 2026-10-19

Closed-End Fund Advisors, Inc.

DECREASED

Shares85,910 from 97,293

Change-11,383 (-12%)

Value$1.3M (-$286.2K)

Filed 2026-11-04

Carnegie Investment Counsel

DECREASED

Shares84,761 from 90,767

Change-6,006 (-7%)

Value$1.3M (-$196.8K)

Filed 2026-10-20

Oppenheimer & Co Inc

DECREASED

Shares56,979 from 58,866

Change-1,887 (-3%)

Value$867.8K (-$97.0K)

Filed 2026-10-26

Quantify Chaos Advisors, LLC

INCREASED

Shares46,844 from 44,942

Change+1,902 (+4%)

Value$713.4K (-$23.2K)

Filed 2026-11-04

Truist Financial Corp

NEW

Shares34,933

Change+34,933

Value$532.0K

Filed 2026-10-30

Shaker Financial Services, LLC

DECREASED

Shares34,447 from 54,881

Change-20,434 (-37%)

Value$524.6K (-$374.9K)

Filed 2026-10-14

Noble Wealth Management PBC

INCREASED

Shares28,686 from 15,721

Change+12,965 (+82%)

Value$436.9K (+$179.2K)

Filed 2026-10-01

RFG Advisory, LLC

DECREASED

Shares23,481 from 27,820

Change-4,339 (-16%)

Value$357.6K (-$98.4K)

Filed 2026-11-03

Cambridge Investment Research Advisors, Inc.

INCREASED

Shares21,007 from 19,637

Change+1,370 (+7%)

Value$320 (-$321.7K)

Filed 2026-11-02

Choreo, LLC

DECREASED

Shares18,723 from 21,227

Change-2,504 (-12%)

Value$285.2K (-$62.8K)

Filed 2026-10-28

Kestra Advisory Services, LLC

INCREASED

Shares15,986 from 15,662

Change+324 (+2%)

Value$243.5K (-$13.2K)

Filed 2026-11-02

Pension & Wealth Management Advisors, Inc.

INCREASED

Shares6,186 from 6,060

Change+126 (+2%)

Value$94.2K (-$5.1K)

Filed 2026-10-16

Pioneer Family Office, LLC

UNCHANGED

Shares3,045 from 3,045

Change0 (0%)

Value$46.4K (-$3.5K)

Filed 2026-10-30

Pinnacle Wealth Planning Services, Inc.

DECREASED

Shares396 from 589

Change-193 (-33%)

Value$6.0K (-$3.6K)

Filed 2026-10-27

Farther Finance Advisors, LLC

UNCHANGED

Shares328 from 328

Change0 (0%)

Value$5.0K (-$381)

Filed 2026-10-08

KFG LLC

NEW

Shares317

Change+317

Value$4.8K

Filed 2026-11-02

Fifth Third Bancorp

DECREASED

Shares273 from 304

Change-31 (-10%)

Value$4.2K (-$834)

Filed 2026-11-05

WPG Advisers, LLC

DECREASED

Shares188 from 223

Change-35 (-16%)

Value$2.9K (-$792)

Filed 2026-10-27

Y.D. More Investments Ltd

UNCHANGED

Shares97 from 97

Change0 (0%)

Value$8.2K (-$215)

Filed 2026-11-02

Root Financial Partners, LLC

NEW

Shares4

Change+4

Value$61

Filed 2026-10-21

IFP Advisors, Inc

CLOSED

Shares0 from 4,224

Change-4,224 (-100%)

Value$0 (-$69.2K)

Filed 2026-10-16

1607 Capital Partners, LLC

N/A

Shares— from 1,958,340

Change-1,958,340 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 1,455,778

Change-1,455,778 (-100%)

Value—

Atlas Wealth LLC

N/A

Shares— from 1,127,260

Change-1,127,260 (-100%)

Value—

SIT Investment Associates Inc

N/A

Shares— from 867,536

Change-867,536 (-100%)

Value—

Focus Partners Wealth

N/A

Shares— from 747,903

Change-747,903 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 553,848

Change-553,848 (-100%)

Value—

UBS Group AG

N/A

Shares— from 540,342

Change-540,342 (-100%)

Value—

Pathstone Holdings, LLC

N/A

Shares— from 489,956

Change-489,956 (-100%)

Value—

Advisors Asset Management, Inc.

N/A

Shares— from 426,232

Change-426,232 (-100%)

Value—

Almitas Capital LLC

N/A

Shares— from 364,674

Change-364,674 (-100%)

Value—

Invesco Ltd.

N/A

Shares— from 293,993

Change-293,993 (-100%)

Value—

Cohen & Steers, Inc.

N/A

Shares— from 272,450

Change-272,450 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 203,535

Change-203,535 (-100%)

Value—

Envestnet Asset Management Inc

N/A

Shares— from 178,859

Change-178,859 (-100%)

Value—

Thomas J. Herzfeld Advisors, Inc.

N/A

Shares— from 138,168

Change-138,168 (-100%)

Value—

LPL Financial LLC

N/A

Shares— from 123,531

Change-123,531 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 115,980

Change-115,980 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 106,066

Change-106,066 (-100%)

Value—

Logan Stone Capital, LLC

N/A

Shares— from 95,166

Change-95,166 (-100%)

Value—

Evolve Private Wealth, LLC

N/A

Shares— from 70,900

Change-70,900 (-100%)

Value—

Janney Montgomery Scott LLC

N/A

Shares— from 36,864

Change-36,864 (-100%)

Value—

Rockefeller Capital Management L.P.

N/A

Shares— from 36,449

Change-36,449 (-100%)

Value—

Steward Partners Investment Advisory, LLC

N/A

Shares— from 19,417

Change-19,417 (-100%)

Value—

Twin Peaks Wealth Advisors, LLC

N/A

Shares— from 17,212

Change-17,212 (-100%)

Value—

Balyasny Asset Management L.P.

N/A

Shares— from 12,609

Change-12,609 (-100%)

Value—

Stifel Financial Corp

N/A

Shares— from 12,256

Change-12,256 (-100%)

Value—

Citadel Advisors LLC

N/A

Shares— from 11,844

Change-11,844 (-100%)

Value—

Clear Street Group Inc.

N/A

Shares— from 1,642

Change-1,642 (-100%)

Value—

Global Retirement Partners, LLC

N/A

Shares— from 1,580

Change-1,580 (-100%)

Value—

Berthel, Fisher & Company Financial Services, Inc.

N/A

Shares— from 633

Change-633 (-100%)

Value—

BFC Planning, Inc.

N/A

Shares— from 633

Change-633 (-100%)

Value—

Tower Research Capital LLC (TRC)

N/A

Shares— from 403

Change-403 (-100%)

Value—

Whittier Trust Co of Nevada Inc

N/A

Shares— from 252

Change-252 (-100%)

Value—

Migdal Insurance & Financial Holdings Ltd.

N/A

Shares— from 196

Change-196 (-100%)

Value—

	Status
Allspring Global Investments Holdings, LLC	UNCHANGED	615,485	615,485	0	0%	$10.1M	$9.4M	-$714.0K	2026-11-04
City of London Investment Management Co LTD	DECREASED	449,234	452,098	-2,864	-1%	$7.4M	$6.8M	-$568.1K	2026-10-30
Hazlett, Burt & Watson, Inc.	DECREASED	158,102	170,370	-12,268	-7%	$1.6M	$2.4K	-$1.6M	2026-11-04
Apollon Financial, LLC	INCREASED	126,890	113,628	+13,262	+12%	$1.9M	$1.9M	+$70.2K	2026-10-23
Riverbridge Partners LLC	DECREASED	115,796	164,714	-48,918	-30%	$2.7M	$1.8M	-$936.1K	2026-11-05
Aviance Capital Partners, LLC	INCREASED	93,773	83,169	+10,604	+13%	$1.4M	$1.4M	+$65.0K	2026-10-29
Secure Asset Management, LLC	INCREASED	92,158	90,072	+2,086	+2%	$1.5M	$1.4M	-$72.7K	2026-10-19
Closed-End Fund Advisors, Inc.	DECREASED	85,910	97,293	-11,383	-12%	$1.6M	$1.3M	-$286.2K	2026-11-04
Carnegie Investment Counsel	DECREASED	84,761	90,767	-6,006	-7%	$1.5M	$1.3M	-$196.8K	2026-10-20
Oppenheimer & Co Inc	DECREASED	56,979	58,866	-1,887	-3%	$964.8K	$867.8K	-$97.0K	2026-10-26
Quantify Chaos Advisors, LLC	INCREASED	46,844	44,942	+1,902	+4%	$736.6K	$713.4K	-$23.2K	2026-11-04
Truist Financial Corp	NEW	34,933	—	+34,933	—	—	$532.0K	—	2026-10-30
Shaker Financial Services, LLC	DECREASED	34,447	54,881	-20,434	-37%	$899.5K	$524.6K	-$374.9K	2026-10-14
Noble Wealth Management PBC	INCREASED	28,686	15,721	+12,965	+82%	$257.7K	$436.9K	+$179.2K	2026-10-01
RFG Advisory, LLC	DECREASED	23,481	27,820	-4,339	-16%	$456.0K	$357.6K	-$98.4K	2026-11-03
Cambridge Investment Research Advisors, Inc.	INCREASED	21,007	19,637	+1,370	+7%	$322.0K	$320	-$321.7K	2026-11-02
Choreo, LLC	DECREASED	18,723	21,227	-2,504	-12%	$347.9K	$285.2K	-$62.8K	2026-10-28
Kestra Advisory Services, LLC	INCREASED	15,986	15,662	+324	+2%	$256.7K	$243.5K	-$13.2K	2026-11-02
Pension & Wealth Management Advisors, Inc.	INCREASED	6,186	6,060	+126	+2%	$99.3K	$94.2K	-$5.1K	2026-10-16
Pioneer Family Office, LLC	UNCHANGED	3,045	3,045	0	0%	$49.9K	$46.4K	-$3.5K	2026-10-30
Pinnacle Wealth Planning Services, Inc.	DECREASED	396	589	-193	-33%	$9.7K	$6.0K	-$3.6K	2026-10-27
Farther Finance Advisors, LLC	UNCHANGED	328	328	0	0%	$5.4K	$5.0K	-$381	2026-10-08
KFG LLC	NEW	317	—	+317	—	—	$4.8K	—	2026-11-02
Fifth Third Bancorp	DECREASED	273	304	-31	-10%	$5.0K	$4.2K	-$834	2026-11-05
WPG Advisers, LLC	DECREASED	188	223	-35	-16%	$3.7K	$2.9K	-$792	2026-10-27
Y.D. More Investments Ltd	UNCHANGED	97	97	0	0%	$8.4K	$8.2K	-$215	2026-11-02
Root Financial Partners, LLC	NEW	4	—	+4	—	—	$61	—	2026-10-21
IFP Advisors, Inc	CLOSED	0	4,224	-4,224	-100%	$69.2K	$0	-$69.2K	2026-10-16
1607 Capital Partners, LLC	N/A	—	1,958,340	-1,958,340	-100%	$32.1M	—	—	—
Morgan Stanley	N/A	—	1,455,778	-1,455,778	-100%	$23.9M	—	—	—
Atlas Wealth LLC	N/A	—	1,127,260	-1,127,260	-100%	$18.5M	—	—	—
SIT Investment Associates Inc	N/A	—	867,536	-867,536	-100%	$14.2M	—	—	—
Focus Partners Wealth	N/A	—	747,903	-747,903	-100%	$12.3M	—	—	—
Wells Fargo & Company	N/A	—	553,848	-553,848	-100%	$9.1M	—	—	—
UBS Group AG	N/A	—	540,342	-540,342	-100%	$8.9M	—	—	—
Pathstone Holdings, LLC	N/A	—	489,956	-489,956	-100%	$8.0M	—	—	—
Advisors Asset Management, Inc.	N/A	—	426,232	-426,232	-100%	$7.0M	—	—	—
Almitas Capital LLC	N/A	—	364,674	-364,674	-100%	$6.0M	—	—	—
Invesco Ltd.	N/A	—	293,993	-293,993	-100%	$4.8M	—	—	—
Cohen & Steers, Inc.	N/A	—	272,450	-272,450	-100%	$4.5M	—	—	—
Raymond James Financial Inc	N/A	—	203,535	-203,535	-100%	$3.3M	—	—	—
Envestnet Asset Management Inc	N/A	—	178,859	-178,859	-100%	$2.9M	—	—	—
Thomas J. Herzfeld Advisors, Inc.	N/A	—	138,168	-138,168	-100%	$2.3M	—	—	—
LPL Financial LLC	N/A	—	123,531	-123,531	-100%	$2.0M	—	—	—
Royal Bank of Canada	N/A	—	115,980	-115,980	-100%	$1.9M	—	—	—
Osaic Holdings, Inc.	N/A	—	106,066	-106,066	-100%	$1.7M	—	—	—
Logan Stone Capital, LLC	N/A	—	95,166	-95,166	-100%	$1.6M	—	—	—
Evolve Private Wealth, LLC	N/A	—	70,900	-70,900	-100%	$1.2M	—	—	—
Janney Montgomery Scott LLC	N/A	—	36,864	-36,864	-100%	$604.0K	—	—	—
Rockefeller Capital Management L.P.	N/A	—	36,449	-36,449	-100%	$597.4K	—	—	—
Steward Partners Investment Advisory, LLC	N/A	—	19,417	-19,417	-100%	$318.2K	—	—	—
Twin Peaks Wealth Advisors, LLC	N/A	—	17,212	-17,212	-100%	$282.1K	—	—	—
Balyasny Asset Management L.P.	N/A	—	12,609	-12,609	-100%	$206.7K	—	—	—
Stifel Financial Corp	N/A	—	12,256	-12,256	-100%	$200.9K	—	—	—
Citadel Advisors LLC	N/A	—	11,844	-11,844	-100%	$194.1K	—	—	—
Clear Street Group Inc.	N/A	—	1,642	-1,642	-100%	$26.9K	—	—	—
Global Retirement Partners, LLC	N/A	—	1,580	-1,580	-100%	$25.9K	—	—	—
Berthel, Fisher & Company Financial Services, Inc.	N/A	—	633	-633	-100%	$10.4K	—	—	—
BFC Planning, Inc.	N/A	—	633	-633	-100%	$10.4K	—	—	—
Tower Research Capital LLC (TRC)	N/A	—	403	-403	-100%	$6.6K	—	—	—
Whittier Trust Co of Nevada Inc	N/A	—	252	-252	-100%	$4.1K	—	—	—
Migdal Insurance & Financial Holdings Ltd.	N/A	—	196	-196	-100%	$3.2K	—	—	—

Showing 62 of 62 institutions