ISD Institutional Ownership & Shareholders

PGIM HIGH YIELD BOND FUND (ISD) is currently held by 80 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $104.23M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.

Steelpeak Wealth, Llc is currently the largest disclosed institutional shareholder of ISD tracked by InsiderSet, reporting ownership valued at approximately $9.09M in its September 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $8.96M, representing an estimated loss of -1.45% since the filing period.

The top 10 institutional shareholders tracked on this page collectively account for approximately 61% of the total disclosed ISD value among the investors covered in this analysis. Major shareholders include Steelpeak Wealth, Llc, Commonwealth Equity Services, Llc, Bank Of America Corp, and several other long-term asset managers with concentrated positions in PGIM HIGH YIELD BOND FUND (ISD).

This page ranks the largest institutional ISD shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.

Institutional Holders

80

Total Reported Value

$104.23M

Largest Holder

Steelpeak Wealth, Llc

Largest Position

$9.09M

Insider Transactions (90d)

0

Latest Filing Quarter

Q2 2026

New Institutional Positions

92

Funds Exiting Positions

0

NameInvestor/ManagerPortfolio %QuantityReported BalanceCurrent Estimated ValueGain/loss Since FilingEstimated Portfolio Performance
Steelpeak Wealth, Llc0.23%774,323$9,090,555$8,958,917-$131,638-1.45%
Commonwealth Equity Services, Llc0.01%741,212$8,701,830$8,575,823-$126,007-1.45%
Bank Of America Corp0.00%560,909$7,325,476$6,489,717-$835,759-11.41%
Cohen & Steers, Inc.0.01%486,278$6,351,000$5,626,236-$724,764-11.41%
Guggenheim Capital Llc0.04%485,492$6,340,526$5,617,142-$723,384-11.41%
Raymond James Financial Inc0.00%451,612$5,898,050$5,225,151-$672,899-11.41%
Advisors Asset Management, Inc.0.08%347,963$5,584,806$4,025,932-$1,558,874-27.91%
Morgan Stanley0.00%410,698$5,363,723$4,751,776-$611,947-11.41%
Wells Fargo & Company/Mn0.00%367,465$4,799,089$4,251,570-$547,519-11.41%
Invesco Ltd.0.00%324,629$4,239,655$3,755,958-$483,697-11.41%
Ameriprise Financial Inc0.00%255,741$3,339,976$2,958,923-$381,053-11.41%
Cetera Investment Advisers0.00%176,559$2,305,856$2,042,788-$263,068-11.41%
Royal Bank Of Canada0.00%172,448$2,252,000$1,995,223-$256,777-11.40%
Capital Investment Advisors, Llc0.03%176,002$2,066,258$2,036,343-$29,915-1.45%
Lpl Financial Llc0.00%151,524$1,978,905$1,753,133-$225,772-11.41%
Wolverine Asset Management Llc0.02%167,903$1,971,181$1,942,638-$28,543-1.45%
Thrivent Financial For Lutherans0.00%146,873$1,918,000$1,699,321-$218,679-11.40%
Landscape Capital Management, L.L.C.0.10%116,532$1,521,909$1,348,275-$173,634-11.41%
Brown Advisory Inc0.00%114,224$1,491,765$1,321,572-$170,193-11.41%
Shaker Financial Services, Llc0.48%124,547$1,462,182$1,441,009-$21,173-1.45%
Ubs Group Ag0.00%111,933$1,461,845$1,295,065-$166,780-11.41%
Logan Stone Capital, Llc0.27%96,225$1,256,698$1,113,323-$143,375-11.41%
Osaic Holdings, Inc.0.00%85,220$1,113,022$985,995-$127,027-11.41%
Fiera Capital Corp0.00%83,982$1,096,805$971,672-$125,133-11.41%
Steward Partners Investment Advisory, Llc0.01%82,456$1,076,879$954,016-$122,863-11.41%
Readystate Asset Management Lp0.04%77,863$1,016,891$900,875-$116,016-11.41%
Newedge Advisors, Llc0.00%69,122$902,734$799,742-$102,992-11.41%
Marks Group Wealth Management, Inc0.08%65,929$861,033$762,799-$98,234-11.41%
Stifel Financial Corp0.00%59,137$772,344$684,215-$88,129-11.41%
Sit Investment Associates Inc0.01%58,782$768,000$680,108-$87,892-11.44%
Aviance Capital Partners, Llc0.07%55,297$649,191$639,786-$9,405-1.45%
Envestnet Asset Management Inc0.00%46,906$612,595$542,702-$69,893-11.41%
Hilton Capital Management, Llc0.04%43,260$564,976$500,518-$64,458-11.41%
Savvy Advisors, Inc.0.01%36,598$477,969$423,439-$54,530-11.41%
Investment Partners Asset Management, Inc.0.22%35,133$412,461$406,489-$5,972-1.45%
Private Advisor Group, Llc0.00%31,419$410,331$363,518-$46,813-11.41%
Creative Planning0.00%34,336$403,106$397,268-$5,838-1.45%
Modern Wealth Management, Llc0.00%30,574$399,291$353,741-$45,550-11.41%
Wealth Enhancement Advisory Services, Llc0.00%33,961$393,608$392,929-$679-0.17%
Beacon Pointe Advisors, Llc0.00%28,138$367,487$325,557-$41,930-11.41%
Western Wealth Management, Llc0.01%24,441$319,194$282,782-$36,412-11.41%
Corient Private Wealth Llc0.00%24,262$316,868$280,711-$36,157-11.41%
Intellus Advisors Llc0.04%22,349$291,879$258,578-$33,301-11.41%
City Of London Investment Management Co Ltd0.02%23,984$281,572$277,495-$4,077-1.45%
Hub Investment Partners, Llc0.00%20,590$241,727$238,226-$3,501-1.45%
Abel Hall, Llc0.04%20,000$234,800$231,400-$3,400-1.45%
Aegon Usa Investment Management, Llc0.16%19,000$223,060$219,830-$3,230-1.45%
Melfa Wealth Management, Inc.0.11%16,084$210,054$186,092-$23,962-11.41%
Mallini Complete Financial Planning Llc0.14%17,486$205,292$202,313-$2,979-1.45%
Msh Capital Advisors Llc0.03%17,105$200,813$197,905-$2,908-1.45%
Showing 50 of 79

Frequently asked questions about ISD

  • Who are the largest institutional holders of ISD?

    The largest institutional holders of ISD reported in the latest SEC Form 13F filings include Steelpeak Wealth, Llc, Commonwealth Equity Services, Llc, Bank Of America Corp, Cohen & Steers, Inc., and Guggenheim Capital Llc. InsiderSet ranks institutional holders by their latest reported ISD position.

  • What is ISD institutional ownership?

    This page tracks ISD positions reported by institutional investment managers through SEC Form 13F. PGIM HIGH YIELD BOND FUND (ISD) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.

  • How many institutions own ISD?

    InsiderSet currently tracks 80 institutional managers reporting ISD holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of ISD shareholders.

  • How much ISD stock do institutions own?

    Institutional investment managers disclosed approximately $104.23M in ISD holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.

  • When was ISD institutional ownership last updated?

    The latest ISD institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.

  • Are institutional ISD holdings real-time?

    No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its ISD position after the reporting date.

  • Are institutions buying or selling ISD?

    Institutional buying and selling can be analyzed by comparing ISD positions across consecutive 13F reporting periods. InsiderSet's ISD Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View ISD ownership changes.

  • How has ISD institutional ownership changed over time?

    InsiderSet tracks ISD institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.