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Who owns PTRBWhat PTRB owns — n/a

Who owns PGIM Total Return Bond ETF?

Institutional ownership of PTRB from SEC Form 13F filings across 63 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.

63

13F holders

$728.1M

value, 2026 filers

62.6%

of shares outstanding (17.6M sh)

9

new positions (2026 filers)

Top institutional holders

ordered by shares owned · positions as of 2026-06-30· % of fund = share of the manager's own book · % of co. = share of PTRB's shares outstanding

#ManagerSharesValue% of fund% of co.Δ shares QoQ
1PRUDENTIAL FINANCIAL INC2.7M$114.0M0.1%9.8%+5.1%
2Apollon Wealth Management, LLC2.2M$91.6M1.1%7.8%+27.8%
3RAYMOND JAMES FINANCIAL INC1.5M$62.9M0.0%5.4%+27.8%
4ENVESTNET ASSET MANAGEMENT INC1.4M$56.7M0.0%4.9%+6.3%
5Cetera Investment Advisers938,184$38.9M0.0%3.3%+746.8%
6ELEVATION POINT WEALTH PARTNERS, LLCNEW869,256$36.2M0.7%3.1%new
7Vestmark Advisory Solutions, Inc.NEW868,596$36.0M0.3%3.1%new
8BOYUM WEALTH ARCHITECTS LLC678,169$27.9M11.1%2.4%+3.4%
9COMMONWEALTH EQUITY SERVICES, LLC670,454$27.8M0.0%2.4%+42.8%
10LPL Financial LLC557,123$23.1M0.0%2%+589.5%
11Advisory Resource Group535,104$22.2M3.3%1.9%+7.0%
12HighTower Advisors, LLC513,852$21.3M0.0%1.8%+621.0%
13JONES FINANCIAL COMPANIES LLLP479,567$20.0M0.0%1.7%+33.4%
14Mariner, LLC443,963$18.4M0.0%1.6%+28.8%
15Team Financial Group, LLC320,609$13.3M5.6%1.1%-4.0%
16First Heartland Consultants, Inc.312,147$12.9M0.8%1.1%+1.1%
17OSAIC HOLDINGS, INC.273,004$11.3M0.0%1%-9.1%
18Integrated Wealth Concepts LLC191,680$7.9M0.0%0.7%+0.7%
19STIFEL FINANCIAL CORP190,274$7.9M0.0%0.7%+17.6%
20MOSAIC FAMILY WEALTH PARTNERS, LLC184,891$7.7M0.5%0.7%+75.5%
21MGO ONE SEVEN LLC179,373$7.4M0.1%0.6%-5.1%
22Bank of New York Mellon Corp165,523$6.9M0.0%0.6%+4.8%
23Huntleigh Advisors, Inc.158,832$6.6M0.9%0.6%-4.2%
24SILVER OAK SECURITIES, INCORPORATED138,356$5.7M0.3%0.5%+13.4%
25Prime Capital Investment Advisors, LLC130,004$5.4M0.1%0.5%+1.6%

Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.

EvidInvest is an independent research and information tool. Figures are calculated from public SEC filings and third-party market data and are provided for informational and educational purposes only. EvidInvest does not provide investment advice, brokerage, or financial services, and is not affiliated with any company it covers. Verify all figures against primary sources before making any decision.