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Who Owns PGIM Ultra Short Bond ETF

Every manager with more than $100m in listed equities files a 13F each quarter naming what they hold. These are the ones reporting a position in PGIM Ultra Short Bond ETF.

Who crossed 5% of PULS →
Managers holding
18
as of 2026-09-30
Reported value
$145.1M
summed across filings
Shares held
2.9M
Added vs trimmed
12 / 3
since each filer's last quarter

Positions as of 2026-09-30

Largest first. The move is against the previous quarter that manager filed, not the previous calendar quarter.

ManagerValue
Valeo Financial Advisors, LLCETF914.8K shadded$45.2M
Persium Advisors, LLCETF618.1K sh—$30.6M
BOS Asset Management, LLCPGIM ULTRA SH BD476.7K shadded$23.6M
Farther Finance Advisors, LLCETF262.6K shadded$13M
VISTA INVESTMENT PARTNERS LLCPGIM ULTRA SH BD172.3K shadded$8.5M
COLLECTIVE FAMILY OFFICE LLCPGIM ULTRA SH BD139.3K shadded$6.9M
Client First Investment Management LLCPGIM ULTRA SH BD77.8K shtrimmed$3.8M
Avidian Wealth Enterprises, LLCPGIM ULTRA SH BD62.4K shadded$3.1M
STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLCPGIM ULTRA SH BD46.4K sh—$2.3M
First Heartland Consultants, Inc.PGIM ELTRA SH BD41.4K shadded$2M
Intelligence Driven Advisers, LLCPGIM ULTRA SH BD33.7K shadded$1.7M
City Center Advisors, LLCPGIM ULTRA SH BD27.9K shtrimmed$1.4M
Worth Asset Management, LLCETF16.1K shadded$795.8K
Nautilus Advisors LLCPGIM ULTRA SH BD11.8K shadded$583.8K
CoreCap Advisors, LLCETF10.8K shadded$536.4K
Everhart Financial Group, Inc.PGIM ULTRA SH BD9.8K shtrimmed$486.8K
Cadent Capital Advisors, LLCPGIM ULTRA SH BD5.9K sh—$292.7K
MFA WEALTH ADVISORS, LLCPGIM ULTRA SH BD5.7K shadded$279.8K

Source: quarterly 13F filings, via EDGAR. A 13F reports positions by CUSIP alone; each CUSIP here has been confirmed against OpenFIGI rather than matched by name, because a name match would attribute one company's shareholders to another. Positions are as of quarter end and can be months old by the time they are filed, and 13F covers long equity positions only — not shorts, and not most debt. The summed value is what these filers reported, not the company's institutional ownership.

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