PGIM TOTAL RETURN BOND ETF (PTRB) Top Institutional Shareholders
PGIM TOTAL RETURN BOND ETF (PTRB) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended March 31, 2026. The institutional investors covered on this page collectively reported approximately $655.80M in PTRB holdings during the latest filing period.
Prudential Financial Inc is currently the largest disclosed institutional shareholder of PTRB tracked by InsiderSet, reporting ownership valued at approximately $108.52M in its March 31, 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 $108.39M, representing an estimated loss of -0.12% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 64% of the total disclosed PTRB value among the investors covered in this analysis. Major shareholders include Prudential Financial Inc, Apollon Wealth Management, Llc, Envestnet Asset Management Inc, and several other long-term asset managers with concentrated positions in PGIM TOTAL RETURN BOND ETF (PTRB).
This page ranks the largest institutional PTRB 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
88
Total Reported Value
$655.80M
Largest Holder
Prudential Financial Inc
Largest Position
$108.52M
Insider Transactions (90d)
0
Latest Filing Quarter
Q1 2026
New Institutional Positions
92
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Prudential Financial Inc | 0.13% | 2,614,393 | $108,523,453 | $108,392,734 | -$130,719 | -0.12% | |
| Apollon Wealth Management, Llc | 1.17% | 1,728,202 | $71,737,681 | $71,651,255 | -$86,426 | -0.12% | |
| Envestnet Asset Management Inc | 0.01% | 1,286,900 | $53,419,226 | $53,354,874 | -$64,352 | -0.12% | |
| Raymond James Financial Inc | 0.02% | 1,187,460 | $49,291,465 | $49,232,092 | -$59,373 | -0.12% | |
| Howard Financial Services, Ltd. | 3.65% | 779,785 | $32,368,860 | $32,329,886 | -$38,974 | -0.12% | |
| Boyum Wealth Architects Llc | 11.41% | 655,831 | $27,302,245 | $27,190,753 | -$111,492 | -0.41% | |
| Beacon Pointe Advisors, Llc | 0.11% | 513,697 | $21,323,577 | $21,297,878 | -$25,699 | -0.12% | |
| Advisory Resource Group | 3.57% | 500,079 | $20,758,279 | $20,733,275 | -$25,004 | -0.12% | |
| Commonwealth Equity Services, Llc | 0.03% | 469,422 | $19,485,720 | $19,462,236 | -$23,484 | -0.12% | |
| Jones Financial Companies Lllp | 0.01% | 359,625 | $14,874,085 | $14,910,053 | +$35,968 | +0.24% | |
| Mariner, Llc | 0.02% | 344,675 | $14,307,449 | $14,290,226 | -$17,224 | -0.12% | |
| Team Financial Group, Llc | 6.29% | 333,938 | $13,861,775 | $13,845,069 | -$16,706 | -0.12% | |
| First Heartland Consultants, Inc. | 0.98% | 308,830 | $12,819,533 | $12,804,092 | -$15,441 | -0.12% | |
| Osaic Holdings, Inc. | 0.02% | 300,318 | $12,466,160 | $12,451,184 | -$14,976 | -0.12% | |
| Rfg - Bristol Wealth Advisors, Llc | 3.00% | 268,133 | $11,130,192 | $11,116,794 | -$13,398 | -0.12% | |
| Novem Group | 1.27% | 265,396 | $11,016,573 | $11,003,318 | -$13,255 | -0.12% | |
| Genesis Private Wealth, Llc | 2.91% | 222,583 | $9,239,410 | $9,228,291 | -$11,119 | -0.12% | |
| Integrity Wealth Solutions Llc | 3.48% | 213,157 | $8,848,137 | $8,837,489 | -$10,648 | -0.12% | |
| Integrated Wealth Concepts Llc | 0.06% | 190,437 | $7,905,026 | $7,895,518 | -$9,508 | -0.12% | |
| Mgo One Seven Llc | 0.16% | 188,918 | $7,841,989 | $7,832,540 | -$9,449 | -0.12% | |
| Aj Advisors, Llc | 2.80% | 181,912 | $7,551,157 | $7,542,072 | -$9,085 | -0.12% | |
| Huntleigh Advisors, Inc. | 1.18% | 165,865 | $6,885,056 | $6,876,763 | -$8,293 | -0.12% | |
| Stifel Financial Corp | 0.01% | 161,860 | $6,718,725 | $6,710,716 | -$8,009 | -0.12% | |
| Bank Of New York Mellon Corp | 0.00% | 157,877 | $6,553,457 | $6,545,580 | -$7,877 | -0.12% | |
| Wealth Enhancement Advisory Services, Llc | 0.01% | 149,934 | $6,241,749 | $6,216,264 | -$25,485 | -0.41% | |
| Prime Capital Investment Advisors, Llc | 0.06% | 128,004 | $5,313,446 | $5,307,046 | -$6,400 | -0.12% | |
| Pinnacle Financial Group, Llc / Il | 1.45% | 127,597 | $5,296,678 | $5,290,172 | -$6,506 | -0.12% | |
| Silver Oak Securities, Incorporated | 0.37% | 121,963 | $5,062,684 | $5,056,586 | -$6,098 | -0.12% | |
| Apollon Financial, Llc | 0.65% | 112,616 | $4,674,706 | $4,669,059 | -$5,647 | -0.12% | |
| Cetera Investment Advisers | 0.00% | 110,790 | $4,598,882 | $4,593,353 | -$5,529 | -0.12% | |
| Prosperity Financial Group, Inc. | 1.65% | 107,336 | $4,455,528 | $4,450,151 | -$5,377 | -0.12% | |
| Mosaic Family Wealth Partners, Llc | 0.45% | 105,337 | $4,372,557 | $4,367,272 | -$5,285 | -0.12% | |
| Kingsview Wealth Management, Llc | 0.05% | 93,017 | $3,861,115 | $3,856,485 | -$4,630 | -0.12% | |
| Private Wealth Asset Management, Llc | 0.38% | 85,562 | $3,551,679 | $3,547,401 | -$4,278 | -0.12% | |
| Lpl Financial Llc | 0.00% | 80,804 | $3,354,177 | $3,350,134 | -$4,043 | -0.12% | |
| &Partners | 0.02% | 80,289 | $3,332,792 | $3,328,782 | -$4,010 | -0.12% | |
| Maia Wealth Llc | 0.55% | 78,958 | $3,277,530 | $3,273,599 | -$3,931 | -0.12% | |
| Kelman-Lazarov, Inc. | 0.47% | 78,482 | $3,257,768 | $3,253,864 | -$3,904 | -0.12% | |
| Hightower Advisors, Llc | 0.00% | 71,268 | $2,958,170 | $2,954,771 | -$3,399 | -0.11% | |
| Richards, Merrill & Peterson, Inc. | 0.99% | 65,214 | $2,707,047 | $2,703,772 | -$3,275 | -0.12% | |
| First Citizens Financial Corp | 1.03% | 52,557 | $2,181,641 | $2,179,013 | -$2,628 | -0.12% | |
| Clearstead Advisors, Llc | 0.02% | 52,305 | $2,171,182 | $2,168,565 | -$2,617 | -0.12% | |
| Silveroak Wealth Management Llc | 0.34% | 52,068 | $2,161,343 | $2,158,739 | -$2,604 | -0.12% | |
| Msh Capital Advisors Llc | 0.45% | 51,753 | $2,148,251 | $2,145,679 | -$2,572 | -0.12% | |
| Jane Street Group, Llc | 0.00% | 51,075 | $2,120,123 | $2,117,570 | -$2,554 | -0.12% | |
| Sanctuary Advisors, Llc | 0.01% | 41,974 | $1,742,323 | $1,740,242 | -$2,081 | -0.12% | |
| Daybright Advisory Services, Inc. | 0.44% | 38,559 | $1,600,583 | $1,598,656 | -$1,927 | -0.12% | |
| Ascentis Independent Advisors | 0.12% | 38,081 | $1,580,742 | $1,578,838 | -$1,904 | -0.12% | |
| Peck Wealth Management, Llc | 0.50% | 36,958 | $1,546,995 | $1,532,279 | -$14,716 | -0.95% | |
| Twin Peaks Wealth Advisors, Llc | 0.37% | 35,228 | $1,462,316 | $1,460,553 | -$1,763 | -0.12% |
Frequently asked questions about PTRB
Who owns the most PTRB stock?
The largest holders of PTRB are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for PGIM TOTAL RETURN BOND ETF (PTRB).
Is PTRB widely held by superinvestors?
Many widely followed stocks like PTRB appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly PTRB is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.