PSH Institutional Ownership & Shareholders
PGIM SHORT DURATION HIGH YLD (PSH) is currently held by 33 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $131.55M based on the latest available SEC Form 13F filings for the quarter ended September 30, 2026.
Lpl Financial Llc is currently the largest disclosed institutional shareholder of PSH tracked by InsiderSet, reporting ownership valued at approximately $38.57M 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 $38.70M, representing an estimated gain of +0.35% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 87% of the total disclosed PSH value among the investors covered in this analysis. Major shareholders include Lpl Financial Llc, Iag Wealth Partners, Llc, Commonwealth Equity Services, Llc, and several other long-term asset managers with concentrated positions in PGIM SHORT DURATION HIGH YLD (PSH).
This page ranks the largest institutional PSH 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
33
Total Reported Value
$131.55M
Largest Holder
Lpl Financial Llc
Largest Position
$38.57M
Insider Transactions (90d)
0
Latest Filing Quarter
Q3 2026
New Institutional Positions
46
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Lpl Financial Llc | 0.01% | 792,405 | $38,566,359 | $38,701,060 | +$134,701 | +0.35% | |
| Iag Wealth Partners, Llc | 1.52% | 332,577 | $16,186,540 | $16,243,061 | +$56,521 | +0.35% | |
| Commonwealth Equity Services, Llc | 0.02% | 293,451 | $14,282,240 | $14,332,147 | +$49,907 | +0.35% | |
| Crumly & Associates Inc. | 2.42% | 279,563 | $13,606,331 | $13,653,857 | +$47,526 | +0.35% | |
| Truist Financial Corp | 0.01% | 163,283 | $7,946,995 | $7,974,742 | +$27,747 | +0.35% | |
| Focus Partners Wealth | 0.01% | 138,077 | $6,887,310 | $6,743,681 | -$143,629 | -2.09% | |
| Eversource Wealth Advisors, Llc | 0.18% | 115,552 | $5,623,924 | $5,643,560 | +$19,636 | +0.35% | |
| Mgo One Seven Llc | 0.08% | 103,394 | $5,032,204 | $5,049,763 | +$17,559 | +0.35% | |
| Sunrise Financial Services, Llc | 2.12% | 78,648 | $3,827,794 | $3,841,168 | +$13,374 | +0.35% | |
| Envestnet Asset Management Inc | 0.00% | 60,246 | $3,005,082 | $2,942,415 | -$62,667 | -2.09% | |
| Janney Montgomery Scott Llc | 0.00% | 51,345 | $2,561,000 | $2,507,690 | -$53,310 | -2.08% | |
| Fjell Capital, Llc | 1.36% | 49,769 | $2,422,256 | $2,430,718 | +$8,462 | +0.35% | |
| Private Advisor Group, Llc | 0.01% | 32,041 | $1,598,194 | $1,564,882 | -$33,312 | -2.08% | |
| Jones Financial Companies Lllp | 0.00% | 26,527 | $1,327,942 | $1,295,579 | -$32,363 | -2.44% | |
| First Heartland Consultants, Inc. | 0.08% | 24,599 | $1,197,233 | $1,201,415 | +$4,182 | +0.35% | |
| Corient Private Wealth Llc | 0.00% | 22,484 | $1,121,502 | $1,098,119 | -$23,383 | -2.09% | |
| Ballew Advisors, Inc | 0.55% | 22,819 | $1,111,970 | $1,114,480 | +$2,510 | +0.23% | |
| Lakeshore Financial Planning, Inc. | 0.32% | 21,050 | $1,024,503 | $1,028,082 | +$3,579 | +0.35% | |
| Osaic Holdings, Inc. | 0.00% | 16,996 | $851,339 | $830,085 | -$21,254 | -2.50% | |
| Jane Street Group, Llc | 0.00% | 15,587 | $777,480 | $761,269 | -$16,211 | -2.09% | |
| Equitable Holdings, Inc. | 0.00% | 8,120 | $405,021 | $396,581 | -$8,440 | -2.08% | |
| Harbour Investments, Inc. | 0.00% | 6,275 | $313,002 | $306,471 | -$6,531 | -2.09% | |
| Prosperity Financial Group, Inc. | 0.09% | 6,105 | $297,130 | $298,168 | +$1,038 | +0.35% | |
| Indivisible Partners | 0.01% | 6,093 | $296,557 | $297,582 | +$1,025 | +0.35% | |
| Xml Financial, Llc | 0.02% | 5,979 | $290,998 | $292,014 | +$1,016 | +0.35% | |
| Stratos Wealth Partners, Ltd. | 0.00% | 5,600 | $279,328 | $273,504 | -$5,824 | -2.09% | |
| Moors & Cabot, Inc. | 0.01% | 5,174 | $251,819 | $252,698 | +$879 | +0.35% | |
| Cetera Investment Advisers | 0.00% | 4,524 | $225,676 | $220,952 | -$4,724 | -2.09% | |
| Parallel Advisors, Llc | 0.00% | 4,058 | $197,525 | $198,193 | +$668 | +0.34% | |
| Kerr Financial Planning Corp | 0.02% | 1,204 | $19,734 | $58,803 | +$39,069 | +197.98% | |
| Td Waterhouse Canada Inc. | 0.00% | 160 | $7,820 | $7,814 | -$6 | -0.07% | |
| Wells Fargo & Company/Mn | 0.00% | 110 | $5,505 | $5,372 | -$133 | -2.41% | |
| Hazlett, Burt & Watson, Inc. | 0.00% | 292 | $14 | $14,261 | +$14,247 | +101766.29% |
Frequently asked questions about PSH
Who are the largest institutional holders of PSH?
The largest institutional holders of PSH reported in the latest SEC Form 13F filings include Lpl Financial Llc, Iag Wealth Partners, Llc, Commonwealth Equity Services, Llc, Crumly & Associates Inc., and Truist Financial Corp. InsiderSet ranks institutional holders by their latest reported PSH position.
What is PSH institutional ownership?
This page tracks PSH positions reported by institutional investment managers through SEC Form 13F. PGIM SHORT DURATION HIGH YLD (PSH) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own PSH?
InsiderSet currently tracks 33 institutional managers reporting PSH 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 PSH shareholders.
How much PSH stock do institutions own?
Institutional investment managers disclosed approximately $131.55M in PSH holdings for Q3 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was PSH institutional ownership last updated?
The latest PSH institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended September 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 PSH 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 PSH position after the reporting date.
Are institutions buying or selling PSH?
Institutional buying and selling can be analyzed by comparing PSH positions across consecutive 13F reporting periods. InsiderSet's PSH Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View PSH ownership changes.
How has PSH institutional ownership changed over time?
InsiderSet tracks PSH institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.