PGIM SHRT DURATION MS BD ETF (PSDM) Institutional Ownership Changes & 13F Activity
PGIM SHRT DURATION MS BD ETF (PSDM). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Elevation Point Wealth Partners, Llc, Vestmark Advisory Solutions, Inc., Jones Financial Companies Lllp, Lpl Financial Llc, and Jpmorgan Chase & Co.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Envestnet Asset Management Inc | Sell | -1,034 | -0.4% | 280,349 | $14.27M | Q2 2026 | Sep 23, 2026 |
| Security National Bank Of Sioux City Iowa | Buy | +301 | — | 301 | $15.32K | Q2 2026 | Sep 18, 2026 |
| Citadel Advisors Llc | Buy | +15,708 | +64.2% | 40,192 | $2.05M | Q2 2026 | Sep 02, 2026 |
| Kingsview Wealth Management, Llc | Sell | -1,586 | -26.5% | 4,397 | $223.81K | Q2 2026 | Aug 19, 2026 |
| Vestmark Advisory Solutions, Inc. | Buy | +175,069 | — | 175,069 | $8.91M | Q2 2026 | Aug 14, 2026 |
| Jones Financial Companies Lllp | Buy | +67,133 | +94.6% | 138,075 | $7.06M | Q2 2026 | Aug 14, 2026 |
| Raymond James Financial Inc | Buy | +19,805 | +25.0% | 99,154 | $5.05M | Q2 2026 | Aug 14, 2026 |
| Jane Street Group, Llc | Buy | +12,321 | — | 12,321 | $627.14K | Q2 2026 | Aug 14, 2026 |
| Thrivent Financial For Lutherans | Sell | -9,425 | -3.9% | 229,755 | $11.70M | Q2 2026 | Aug 14, 2026 |
| Goldman Sachs Group Inc | Buy | +6,374 | — | 6,374 | $324.44K | Q2 2026 | Aug 14, 2026 |
| Osaic Holdings, Inc. | Buy | +735 | +1.2% | 59,646 | $3.04M | Q2 2026 | Aug 14, 2026 |
| Steward Partners Investment Advisory, Llc | Buy | +7,052 | +8.5% | 89,779 | $4.57M | Q2 2026 | Aug 13, 2026 |
| Rockefeller Capital Management L.P. | Buy | +6,106 | +2.6% | 239,060 | $12.17M | Q2 2026 | Aug 13, 2026 |
| Tidal Investments Llc | Buy | +4,714 | +8.5% | 60,494 | $3.08M | Q2 2026 | Aug 13, 2026 |
| Mpwm Advisory Solutions, Llc | Buy | +2,287 | — | 2,287 | $116.41K | Q2 2026 | Aug 13, 2026 |
| Elevation Point Wealth Partners, Llc | Buy | +175,262 | — | 175,262 | $8.92M | Q2 2026 | Aug 12, 2026 |
| Jpmorgan Chase & Co | Buy | +38,557 | — | 38,557 | $1.97M | Q2 2026 | Aug 12, 2026 |
| Stifel Financial Corp | Buy | +6,200 | — | 6,200 | $315.58K | Q2 2026 | Aug 12, 2026 |
| Cetera Investment Advisers | Buy | +5,307 | — | 5,307 | $270.11K | Q2 2026 | Aug 12, 2026 |
| Thoroughbred Financial Services, Llc | Buy | +14 | +0.1% | 14,161 | $720.00K | Q2 2026 | Aug 11, 2026 |
| Essex Financial Services, Inc. | Buy | +7,134 | +47.6% | 22,115 | $1.13M | Q2 2026 | Aug 10, 2026 |
| Lpl Financial Llc | Buy | +63,581 | — | 63,581 | $3.24M | Q2 2026 | Aug 07, 2026 |
| Mml Investors Services, Llc | Sell | -3,421 | -9.3% | 33,206 | $1.69M | Q2 2026 | Aug 07, 2026 |
| Sagespring Wealth Partners, Llc | Buy | +916 | +2.4% | 39,771 | $2.02M | Q2 2026 | Aug 03, 2026 |
| Founders Financial Securities Llc | Sell | -8,960 | -8.5% | 96,726 | $4.92M | Q2 2026 | Jul 31, 2026 |
| Blue Line Capital, Llc / Il | Buy | +16,323 | — | 16,323 | $830.86K | Q2 2026 | Jul 30, 2026 |
| Cambridge Investment Research Advisors, Inc. | Buy | +6 | +0.1% | 10,526 | $536.00 | Q2 2026 | Jul 30, 2026 |
| Commonwealth Equity Services, Llc | Sell | -1,403 | -3.8% | 35,429 | $1.80M | Q2 2026 | Jul 29, 2026 |
| Steel Grove Capital Advisors, Llc | Sell | -2,075 | -3.3% | 59,951 | $3.05M | Q2 2026 | Jul 28, 2026 |
| Ifp Advisors, Inc | Buy | +893 | +2.9% | 32,200 | $1.64M | Q2 2026 | Jul 20, 2026 |
Frequently asked questions about PSDM activity
Which institutional owners are buying PSDM?
Institutional owners buying PSDM include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in PSDM activity?
"Buy" means an investor increased their reported position in PSDM compared to the prior reporting period. This reflects growing exposure to PGIM SHRT DURATION MS BD ETF (PSDM) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in PSDM increasing?
Institutional interest in PSDM can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.