PSDM Institutional Ownership & Shareholders
PGIM SHRT DURATION MS BD ETF (PSDM) is currently held by 38 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $134.09M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Envestnet Asset Management Inc is currently the largest disclosed institutional shareholder of PSDM tracked by InsiderSet, reporting ownership valued at approximately $14.27M 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 $14.10M, representing an estimated loss of -1.22% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 71% of the total disclosed PSDM value among the investors covered in this analysis. Major shareholders include Envestnet Asset Management Inc, Team Financial Group, Llc, Rockefeller Capital Management L.P., and several other long-term asset managers with concentrated positions in PGIM SHRT DURATION MS BD ETF (PSDM).
This page ranks the largest institutional PSDM 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
38
Total Reported Value
$134.09M
Largest Holder
Envestnet Asset Management Inc
Largest Position
$14.27M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
43
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Envestnet Asset Management Inc | 0.00% | 280,349 | $14,269,754 | $14,095,948 | -$173,806 | -1.22% | |
| Team Financial Group, Llc | 5.20% | 262,966 | $13,148,324 | $13,221,930 | +$73,606 | +0.56% | |
| Rockefeller Capital Management L.P. | 0.02% | 239,060 | $12,168,198 | $12,019,937 | -$148,261 | -1.22% | |
| Thrivent Financial For Lutherans | 0.02% | 229,755 | $11,695,000 | $11,552,081 | -$142,919 | -1.22% | |
| Truewealth Advisors, Llc | 2.17% | 192,862 | $9,643,100 | $9,697,101 | +$54,001 | +0.56% | |
| Elevation Point Wealth Partners, Llc | 0.17% | 175,262 | $8,920,891 | $8,812,173 | -$108,718 | -1.22% | |
| Vestmark Advisory Solutions, Inc. | 0.08% | 175,069 | $8,911,012 | $8,802,469 | -$108,543 | -1.22% | |
| Jones Financial Companies Lllp | 0.00% | 138,075 | $7,058,945 | $6,942,411 | -$116,534 | -1.65% | |
| Raymond James Financial Inc | 0.00% | 99,154 | $5,046,939 | $4,985,463 | -$61,476 | -1.22% | |
| Steward Partners Investment Advisory, Llc | 0.02% | 89,779 | $4,569,751 | $4,514,088 | -$55,663 | -1.22% | |
| Founders Financial Securities Llc | 0.20% | 82,143 | $4,107,150 | $4,130,150 | +$23,000 | +0.56% | |
| Prosperity Financial Group, Inc. | 1.10% | 74,599 | $3,729,968 | $3,750,838 | +$20,870 | +0.56% | |
| Lpl Financial Llc | 0.00% | 63,581 | $3,236,273 | $3,196,853 | -$39,420 | -1.22% | |
| Tidal Investments Llc | 0.01% | 60,494 | $3,079,145 | $3,041,638 | -$37,507 | -1.22% | |
| Osaic Holdings, Inc. | 0.00% | 59,646 | $3,035,973 | $2,999,001 | -$36,972 | -1.22% | |
| Steel Grove Capital Advisors, Llc | 0.26% | 57,299 | $2,864,950 | $2,880,994 | +$16,044 | +0.56% | |
| Sagespring Wealth Partners, Llc | 0.03% | 41,312 | $2,065,581 | $2,077,167 | +$11,586 | +0.56% | |
| Citadel Advisors Llc | 0.00% | 40,192 | $2,045,773 | $2,020,854 | -$24,919 | -1.22% | |
| Commonwealth Equity Services, Llc | 0.00% | 40,792 | $2,039,590 | $2,051,022 | +$11,432 | +0.56% | |
| Jpmorgan Chase & Co | 0.00% | 38,557 | $1,971,268 | $1,938,646 | -$32,622 | -1.65% | |
| Ascentis Independent Advisors | 0.12% | 37,221 | $1,861,050 | $1,871,472 | +$10,422 | +0.56% | |
| Mml Investors Services, Llc | 0.00% | 33,206 | $1,690,171 | $1,669,598 | -$20,573 | -1.22% | |
| Ifp Advisors, Inc | 0.03% | 32,791 | $1,639,550 | $1,648,731 | +$9,181 | +0.56% | |
| Essex Financial Services, Inc. | 0.06% | 22,115 | $1,125,633 | $1,111,942 | -$13,691 | -1.22% | |
| Blue Line Capital, Llc / Il | 0.72% | 16,323 | $830,863 | $820,720 | -$10,143 | -1.22% | |
| Thoroughbred Financial Services, Llc | 0.03% | 14,161 | $720,000 | $712,015 | -$7,985 | -1.11% | |
| Jane Street Group, Llc | 0.00% | 12,321 | $627,139 | $619,500 | -$7,639 | -1.22% | |
| Goldman Sachs Group Inc | 0.00% | 6,374 | $324,437 | $320,485 | -$3,952 | -1.22% | |
| Stifel Financial Corp | 0.00% | 6,200 | $315,580 | $311,736 | -$3,844 | -1.22% | |
| Wealth Enhancement Advisory Services, Llc | 0.00% | 6,287 | $315,419 | $316,110 | +$691 | +0.22% | |
| World Investment Advisors | 0.01% | 6,009 | $307,020 | $302,133 | -$4,887 | -1.59% | |
| Cetera Investment Advisers | 0.00% | 5,307 | $270,112 | $266,836 | -$3,276 | -1.21% | |
| Kingsview Wealth Management, Llc | 0.00% | 4,397 | $223,807 | $221,081 | -$2,726 | -1.22% | |
| Mpwm Advisory Solutions, Llc | 0.05% | 2,287 | $116,409 | $114,990 | -$1,419 | -1.22% | |
| Register Financial Advisors Llc | 0.03% | 1,673 | $83,650 | $84,118 | +$468 | +0.56% | |
| Security National Bank Of Sioux City Iowa | 0.01% | 301 | $15,321 | $15,134 | -$187 | -1.22% | |
| Harbour Investments, Inc. | 0.00% | 250 | $12,725 | $12,570 | -$155 | -1.22% | |
| Cambridge Investment Research Advisors, Inc. | 0.00% | 22,024 | $1,101 | $1,107,367 | +$1,106,266 | +100478.27% |
Frequently asked questions about PSDM
Who are the largest institutional holders of PSDM?
The largest institutional holders of PSDM reported in the latest SEC Form 13F filings include Envestnet Asset Management Inc, Team Financial Group, Llc, Rockefeller Capital Management L.P., Thrivent Financial For Lutherans, and Truewealth Advisors, Llc. InsiderSet ranks institutional holders by their latest reported PSDM position.
What is PSDM institutional ownership?
This page tracks PSDM positions reported by institutional investment managers through SEC Form 13F. PGIM SHRT DURATION MS BD ETF (PSDM) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own PSDM?
InsiderSet currently tracks 38 institutional managers reporting PSDM 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 PSDM shareholders.
How much PSDM stock do institutions own?
Institutional investment managers disclosed approximately $134.09M in PSDM holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was PSDM institutional ownership last updated?
The latest PSDM 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 PSDM 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 PSDM position after the reporting date.
Are institutions buying or selling PSDM?
Institutional buying and selling can be analyzed by comparing PSDM positions across consecutive 13F reporting periods. InsiderSet's PSDM Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View PSDM ownership changes.
How has PSDM institutional ownership changed over time?
InsiderSet tracks PSDM institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.