PHYL Institutional Ownership & Shareholders
PGIM ACTIVE HIGH YIELD BOND (PHYL) is currently held by 131 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $1.33B based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Prudential Financial Inc is currently the largest disclosed institutional shareholder of PHYL tracked by InsiderSet, reporting ownership valued at approximately $688.90M in its June 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 $662.63M, representing an estimated loss of -3.81% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 79% of the total disclosed PHYL value among the investors covered in this analysis. Major shareholders include Prudential Financial Inc, Raymond James Financial Inc, State Of New Jersey Common Pension Fund D, and several other long-term asset managers with concentrated positions in PGIM ACTIVE HIGH YIELD BOND (PHYL).
This page ranks the largest institutional PHYL 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
131
Total Reported Value
$1.33B
Largest Holder
Prudential Financial Inc
Largest Position
$688.90M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
54
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Prudential Financial Inc | 0.75% | 19,750,440 | $688,895,348 | $662,627,262 | -$26,268,086 | -3.81% | |
| Raymond James Financial Inc | 0.02% | 2,300,545 | $80,243,010 | $77,183,285 | -$3,059,725 | -3.81% | |
| State Of New Jersey Common Pension Fund D | 0.26% | 2,175,000 | $75,864,000 | $72,971,250 | -$2,892,750 | -3.81% | |
| Envestnet Asset Management Inc | 0.01% | 1,515,098 | $52,846,611 | $50,831,538 | -$2,015,073 | -3.81% | |
| Ameriprise Financial Inc | 0.01% | 1,463,076 | $51,032,376 | $49,086,200 | -$1,946,176 | -3.81% | |
| Pnc Financial Services Group, Inc. | 0.02% | 831,843 | $29,014,699 | $27,908,333 | -$1,106,366 | -3.81% | |
| Capital Analysts, Llc | 0.45% | 558,617 | $19,484,000 | $18,741,600 | -$742,400 | -3.81% | |
| Wells Fargo & Company/Mn | 0.00% | 541,401 | $18,884,081 | $18,164,004 | -$720,077 | -3.81% | |
| Cetera Investment Advisers | 0.01% | 446,767 | $15,583,217 | $14,989,033 | -$594,184 | -3.81% | |
| Thrivent Financial For Lutherans | 0.02% | 421,927 | $14,716,000 | $14,155,651 | -$560,349 | -3.81% | |
| Jpmorgan Chase & Co | 0.00% | 402,951 | $14,155,680 | $13,519,006 | -$636,674 | -4.50% | |
| Royal Bank Of Canada | 0.00% | 345,255 | $12,043,000 | $11,583,305 | -$459,695 | -3.82% | |
| Lpl Financial Llc | 0.00% | 338,055 | $11,791,353 | $11,341,745 | -$449,608 | -3.81% | |
| Mml Investors Services, Llc | 0.02% | 263,673 | $9,196,908 | $8,846,229 | -$350,679 | -3.81% | |
| Inspire Advisors, Llc | 0.61% | 251,737 | $8,780,602 | $8,445,776 | -$334,826 | -3.81% | |
| Ellenbecker Investment Group | 0.92% | 225,923 | $7,880,195 | $7,579,717 | -$300,478 | -3.81% | |
| Onedigital Investment Advisors Llc | 0.06% | 209,495 | $7,307,196 | $7,028,557 | -$278,639 | -3.81% | |
| Rfg Advisory, Llc | 0.11% | 201,671 | $7,034,267 | $6,766,062 | -$268,205 | -3.81% | |
| Stifel Financial Corp | 0.01% | 196,728 | $6,861,892 | $6,600,224 | -$261,668 | -3.81% | |
| Cachetech Inc. | 1.02% | 181,313 | $6,324,197 | $6,083,051 | -$241,146 | -3.81% | |
| Jones Financial Companies Lllp | 0.00% | 175,940 | $6,170,219 | $5,902,787 | -$267,432 | -4.33% | |
| Advisory Resource Group | 0.84% | 173,720 | $5,807,455 | $5,828,306 | +$20,851 | +0.36% | |
| Fifth Third Securities, Inc. | 0.28% | 166,918 | $5,580,069 | $5,600,099 | +$20,030 | +0.36% | |
| Adams Wealth Management | 1.04% | 155,126 | $5,410,795 | $5,204,477 | -$206,318 | -3.81% | |
| American Alpha Advisors, Llc | 3.16% | 153,056 | $5,338,593 | $5,135,029 | -$203,564 | -3.81% | |
| Advyzon Investment Management, Llc | 0.38% | 151,989 | $5,301,388 | $5,099,231 | -$202,157 | -3.81% | |
| Kfa Private Wealth Group, Llc | 1.24% | 158,199 | $5,288,625 | $5,307,576 | +$18,951 | +0.36% | |
| Vestmark Advisory Solutions, Inc. | 0.05% | 146,793 | $5,120,140 | $4,924,905 | -$195,235 | -3.81% | |
| Integrated Wealth Concepts Llc | 0.03% | 133,264 | $4,648,235 | $4,471,007 | -$177,228 | -3.81% | |
| Earned Wealth Advisors, Llc | 0.30% | 132,951 | $4,637,330 | $4,460,506 | -$176,824 | -3.81% | |
| Clarity Retirement & Wealth, Llc | 2.96% | 122,668 | $4,278,646 | $4,115,511 | -$163,135 | -3.81% | |
| Hbw Advisory Services Llc | 0.42% | 127,649 | $4,267,306 | $4,282,624 | +$15,318 | +0.36% | |
| Sax Wealth Advisors, Llc | 0.12% | 125,484 | $4,194,920 | $4,209,988 | +$15,068 | +0.36% | |
| Foguth Wealth Management, Llc. | 0.36% | 105,176 | $3,522,334 | $3,528,655 | +$6,321 | +0.18% | |
| Stratos Wealth Partners, Ltd. | 0.04% | 100,068 | $3,490,403 | $3,357,281 | -$133,122 | -3.81% | |
| Mutual Advisors, Llc | 0.07% | 99,871 | $3,483,505 | $3,350,672 | -$132,833 | -3.81% | |
| Smartleaf Asset Management Llc | 0.11% | 97,623 | $3,429,497 | $3,275,252 | -$154,245 | -4.50% | |
| Osaic Holdings, Inc. | 0.00% | 98,005 | $3,419,291 | $3,288,068 | -$131,223 | -3.84% | |
| Keenan, Llc | 2.27% | 98,773 | $3,301,979 | $3,313,834 | +$11,855 | +0.36% | |
| 49 Wealth Management, Llc | 0.59% | 88,121 | $3,073,660 | $2,956,460 | -$117,200 | -3.81% | |
| Summit Wealth Group Llc / Co | 0.18% | 83,812 | $2,801,830 | $2,811,893 | +$10,063 | +0.36% | |
| Seros Financial, Llc | 1.41% | 83,002 | $2,774,757 | $2,784,717 | +$9,960 | +0.36% | |
| First Citizens Financial Corp | 1.10% | 78,035 | $2,608,710 | $2,618,074 | +$9,364 | +0.36% | |
| Pfw Advisors Llc | 0.67% | 67,987 | $2,272,805 | $2,280,964 | +$8,159 | +0.36% | |
| Rfg - Bristol Wealth Advisors, Llc | 0.51% | 64,255 | $2,148,036 | $2,155,755 | +$7,719 | +0.36% | |
| Commonwealth Equity Services, Llc | 0.00% | 53,979 | $1,804,520 | $1,810,995 | +$6,475 | +0.36% | |
| Schmidt P J Investment Management Inc | 0.27% | 52,801 | $1,765,121 | $1,771,474 | +$6,353 | +0.36% | |
| J.W. Cole Advisors, Inc. | 0.03% | 48,991 | $1,708,792 | $1,643,648 | -$65,144 | -3.81% | |
| Mra Advisory Group | 0.61% | 48,949 | $1,636,369 | $1,642,239 | +$5,870 | +0.36% | |
| Sagespring Wealth Partners, Llc | 0.02% | 48,338 | $1,615,925 | $1,621,740 | +$5,815 | +0.36% |
Frequently asked questions about PHYL
Who are the largest institutional holders of PHYL?
The largest institutional holders of PHYL reported in the latest SEC Form 13F filings include Prudential Financial Inc, Raymond James Financial Inc, State Of New Jersey Common Pension Fund D, Envestnet Asset Management Inc, and Ameriprise Financial Inc. InsiderSet ranks institutional holders by their latest reported PHYL position.
What is PHYL institutional ownership?
This page tracks PHYL positions reported by institutional investment managers through SEC Form 13F. PGIM ACTIVE HIGH YIELD BOND (PHYL) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own PHYL?
InsiderSet currently tracks 131 institutional managers reporting PHYL 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 PHYL shareholders.
How much PHYL stock do institutions own?
Institutional investment managers disclosed approximately $1.33B in PHYL holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was PHYL institutional ownership last updated?
The latest PHYL 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 PHYL 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 PHYL position after the reporting date.
Are institutions buying or selling PHYL?
Institutional buying and selling can be analyzed by comparing PHYL positions across consecutive 13F reporting periods. InsiderSet's PHYL Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View PHYL ownership changes.
How has PHYL institutional ownership changed over time?
InsiderSet tracks PHYL institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.