PULS institutional holders

PGIM Ultra Short Bond ETF · 487 reporting institutions · $11.7B reported value

Funds that can replace PULS · PULS return decomposition

Institutional holdings

Institutions reporting PULS, largest first
InstitutionReported positionAdvisors at firmReport period
Jpmorgan Chase & Co$2.5B02026-06-30
Prudential Financial Inc$1.3B02026-06-30
Morgan Stanley$925.6M23,1852026-06-30
Lpl Financial LLC$692.8M23,4582026-06-30
Bank of America Corp /de$601.4M02026-06-30
Wells Fargo & Company/mn$438.7M02026-06-30
Fmr LLC$311M02026-06-30
Cetera Investment Advisers$289.3M10,3702026-06-30
Raymond James Financial Inc$265.9M02026-06-30
PNC Financial Services Group, Inc.$260.4M02026-06-30
UBS Group AG$222.9M02026-06-30
Kensington Asset Management, LLC$218.4M72026-06-30
Jones Financial Companies LLLP$206.2M02026-06-30
Charles Schwab Investment Management Inc$200.6M372026-06-30
Royal Bank of Canada$129.1M02026-06-30
Commonwealth Equity Services, LLC$113.5M2,8632026-06-30
Ameriprise Financial Inc$107.9M02026-06-30
Newedge Advisors$101.6M6012026-06-30
Osaic Holdings, Inc.$97.4M02026-06-30
Stifel Financial Corp$89.2M02026-06-30
Crane & Associates Wealth Management$75.8M32026-06-30
Mai Capital Management$71.5M3082026-06-30
Northwestern Mutual Wealth Management Co$61M02026-06-30
MML Investors Services, LLC$55.2M5,1202026-06-30
Envestnet Pmc$51.1M602026-06-30
Crewe Advisors LLC$42M262026-06-30
Ameritas Advisory Services, LLC$38.1M5502026-06-30
Lakeshore Financial Planning, Inc.$38M42026-06-30
Peak Planning Group, LLC$37.1M82026-06-30
Main Street Group, Ltd$36.6M92026-06-30
Baird Financial Group, Inc.$36.2M02026-06-30
Pine Harbor Wealth Management, LLC$35.8M12026-06-30
Valeo Financial Advisors, LLC$33.5M1082026-06-30
Vickerman Investment Advisors, Inc.$33.3M52026-06-30
Blue Water Asset Management$32.8M72026-06-30
Amj Financial Wealth Management$32.8M172026-06-30
Navigation Group, LLC$32.6M32026-06-30
Private Advisor Group, LLC$29.4M9272026-06-30
Mbm Wealth Consultants, LLC$28.3M112026-06-30
Moneta Group Investment Advisors LLC$26.9M2562026-06-30
Disciplina Capital Management LLC$26M32026-06-30
Ep Wealth Advisors, LLC$25.9M3382026-06-30
Iht Wealth Management LLC$25.8M1592026-06-30
Equitable Holdings, Inc.$25.5M02026-06-30
Rockefeller Capital Management LP$24.6M3462026-06-30
&partners$24.2M5552026-06-30
Diversify Advisory Services, LLC$24M1162026-06-30
Diversify Wealth Management, LLC$24M782026-06-30
Geneos Wealth Management, Inc.$22.7M1932026-06-30
Embree Financial Group$22.5M132026-06-30
Ironwood Wealth Management, Inc.$21.8M32026-06-30
Symphony Financial, Ltd. Co.$21.6M462026-06-30
Iag Wealth Partners, LLC$21.3M172026-06-30
Financial Consulate, Inc$21.2M132026-06-30
United Capital Financial Advisors, LLC$21M1662026-06-30
Ashton Thomas Private Wealth, LLC$19.5M962026-06-30
Bulwark Capital Corp$19.2M22026-06-30
Northwest Financial Advisors$18.9M192026-06-30
Hightower Advisors, LLC$18.9M1,0462026-06-30
Caliber Wealth Management, LLC / Ks$18.7M142026-06-30
Bos Asset Management, LLC$18.5M102026-06-30
TD Capital Management LLC$18M82026-06-30
Arete Wealth Advisors, LLC$17.9M1462026-06-30
Beaumont Asset Management, LLC$17.9M32026-06-30
Stratos Wealth Partners, Ltd.$16.9M3862026-06-30
Fairvoy Private Wealth, LLC$16.9M62026-06-30
Davenport & Co LLC$16.4M3392026-06-30
Prairie Advisory, LLC$15.8M102026-06-30
Hedeker Wealth, LLC$15.7M22026-06-30
Sand Hill Global Advisors, LLC$15.4M202026-06-30
Fifth Third Bancorp$15.2M02026-06-30
Onyx Bridge Wealth Group LLC$15.1M222026-06-30
Oppenheimer & Co. Inc.$14.9M1,1662026-06-30
Inscription Capital, LLC$14.8M122026-06-30
Kestra Advisory Services, LLC$14.1M1,4792026-06-30
M Wealth Management, LLC$14.1M32026-06-30
Good Steward Wealth Advisors, LLC$14M42026-06-30
1 North Wealth Services LLC$14M62026-06-30
Leelyn Smith, LLC$13.9M112026-06-30
Afg Fiduciary Services$13.5M32026-06-30
Daymark Wealth Partners, LLC$13.3M372026-06-30
Comerica Bank$13.2M02025-12-31
J.W. Cole Advisors, Inc.$13.1M4992026-06-30
Fortis Capital Management LLC$12.3M152026-06-30
Shore Point Advisors, LLC$11.9M102026-06-30
Advisory Services Network$11.8M2532026-06-30
Vertex Planning Partners, LLC$11.7M142026-06-30
Kingsview Wealth Management, LLC$11.5M1152026-06-30
Clark Wealth Partners, LLC$11.3M42026-06-30
Wealth Enhancement Advisory Services, LLC$11.3M1,0262026-06-30
Global Retirement Partners LLC$11.2M4912026-06-30
Wespac Advisors, LLC$11M92026-06-30
Stonebridge Financial Group, LLC$10.6M252026-06-30
New Edge Wealth$10.5M1512026-06-30
Horizon Wealth Management$10.3M62026-06-30
Harbour Investments, Inc.$10.3M2472026-06-30
Benjamin Edwards Inc$10.2M02026-06-30
Tabr Capital Management, LLC$10.1M22026-06-30
Sheets Smith Wealth Management$10M102026-06-30
Live Oak Investment Partners$9.7M32026-06-30
Farther Finance Advisors, LLC$9.6M3342026-06-30
Goldstein Advisors, LLC$9.6M122026-06-30
Bcs Private Wealth Management$9.2M42026-06-30
Ifg Advisory, LLC$9.2M1102026-06-30
Bluestem Wealth Partners, LLC$9M172026-06-30
Cwm, LLC$8.8M6672026-03-31
Fortitude Advisory Group LLC$8.8M152026-06-30
Kovack Advisors, Inc.$8.5M2582026-06-30
Spire Wealth Management$8.4M32026-06-30
Phoenix Wealth Advisors$8.3M72026-06-30
Sierra Asset Management$8.3M12026-06-30
Focused Alpha, LLC$8.3M62026-06-30
Acumen Wealth Advisors, LLC$8.3M122026-06-30
Bouvel Investment Partners, LLC$8.2M32026-06-30
Curran Financial Partners, LLC$8.1M162026-06-30
Innovative Wealth Building LLC$8M72026-06-30
Little House Capital, LLC$7.9M82026-06-30
Ifp Advisors, Inc$7.9M3182026-06-30
Perigon Wealth Management, LLC$7.7M922026-06-30
Cedar Mountain Advisors, LLC$7.5M62026-06-30
Americana Partners, LLC$7.3M532026-06-30
Client First Investment Management LLC$7.2M82026-06-30
Valmark Advisers, Inc.$7.1M2952026-06-30
Avestar Capital, LLC$7.1M132026-06-30
Leisure Capital Management$7M52026-06-30
Integrated Wealth Concepts LLC$7M4802026-06-30
Smallwood Wealth Investment Management, LLC$6.9M62026-06-30
Raab & Moskowitz Asset Management LLC$6.9M42026-06-30
Flagship Harbor Advisors, LLC$6.8M602026-06-30
Sanctuary Advisors, LLC$6.7M4012026-06-30
U.S. Capital Wealth Advisors, LLC$6.7M02026-03-31
Ifrah Financial Services, Inc.$6.6M92026-06-30
Clearwave Capital, LLC$6.5M32026-06-30
Fiduciary Financial Advisors$6.4M512026-06-30
Iron Financial LLC$6.3M42026-06-30
Seed Wealth Management, Inc.$6.2M12026-06-30
Global View Capital Management LLC$6.1M1012026-06-30
Correct Capital Wealth Management$6.1M72026-06-30
Congress Park Capital LLC$6.1M32026-06-30
Cornerstone Advisors Asset Management, LLC$5.9M262026-06-30
Catalyst Capital Advisors LLC$5.9M72026-06-30
Collective Family Office, LLC$5.9M42026-06-30
Mayflower Advisors$5.7M272026-06-30
Advisory Resource Group$5.7M82026-06-30
Destiny Wealth Partners, LLC$5.7M162026-06-30
Commonwealth Retirement Investments LLC$5.6M32026-06-30
Navis Wealth Advisors LLC$5.6M72026-06-30
Blue Trust, Inc.$5.5M02026-06-30
Integrity Alliance, Llc.$5.3M3532026-06-30
Arax Advisory Partners$5.3M2322026-06-30
Truist Financial Corp$5.1M02026-06-30
Wealthcare Advisory Partners LLC$5M1702026-06-30
Alpha Zero LLC$4.9M102026-06-30
Syon Capital LLC$4.9M122026-06-30
49 Wealth Management, LLC$4.8M1462026-06-30
Alongside, LLC$4.8M252026-06-30
Verus Capital Partners, LLC$4.8M472026-06-30
Fermata Advisors$4.8M132026-06-30
Thayer Partners, LLC / Ma$4.7M82026-06-30
Western Wealth Management, LLC$4.5M1122026-06-30
Gateway Wealth Partners, LLC$4.4M1012026-06-30
Mutual Advisors, LLC$4.3M1532026-06-30
Gotham Asset Management, LLC$4.3M52026-06-30
Byrne Financial Freedom, LLC$4.2M62026-06-30
Sigma Planning Corp$4.1M4742026-06-30
Chicago Oakbrook Financial Group$4.1M102026-06-30
Unique Wealth Strategies, LLC$4.1M52026-06-30
Owen Larue, LLC$4M42026-06-30
Wpg Advisers, LLC$3.9M42026-06-30
Ignite Planners LLC$3.9M242026-06-30
Regions Financial Corp$3.9M02026-06-30
Prevail Innovative Wealth Advisors, LLC$3.8M302026-06-30
Creative Planning$3.8M1,1712026-06-30
Pacific Financial Group Inc$3.7M02026-06-30
Steward Partners Investment Advisory, LLC$3.7M4812026-06-30
Marshall Financial Group, LLC$3.6M142026-06-30
Kintra Wealth, LLC$3.6M472026-06-30
Crusonia Wealth Advisors LLC$3.4M172026-06-30
Nilsine Partners, LLC$3.4M152026-06-30
Sageview Advisory Group, LLC$3.3M942026-06-30
Parsons Capital Management Inc/ri$3.3M142026-06-30
Ifs Group, LLC$3M02026-06-30
Wealthfront Advisers LLC$3M402026-06-30
Vise Technologies, Inc.$3M02026-06-30
Root Financial Partners, LLC$3M642026-06-30
Norris Financial Group, LLC$3M42026-06-30
First Citizens Financial Corp$2.9M02026-06-30
Acorn Wealth Advisors, LLC$2.9M52026-06-30
MacCo Financial Group, Inc.$2.8M52026-06-30
Ellenbecker Investment Group$2.8M202026-06-30
CIBC Bancorp USA Inc.$2.8M02026-06-30
Kingswood Wealth Advisors, LLC$2.7M1232026-06-30
Visionary Wealth Advisors$2.7M462026-06-30
Bnp Paribas Financial Markets$2.7M02026-06-30
Cravens & Co Advisors, LLC$2.7M32026-06-30
Genesis Private Wealth, LLC$2.7M62026-06-30
Prospera Financial Services, Inc.$2.6M2702026-06-30
Elevation Point Wealth Partners, LLC$2.6M562026-06-30
Vestmark Advisory Solutions, Inc.$2.6M82026-06-30
Transamerica Financial Advisors, LLC$2.5M1,0972026-06-30
Ridgeline Wealth, LLC$2.5M42026-06-30
Masso Torrence Wealth Management Inc.$2.5M02025-09-30
Cypress Capital, LLC$2.5M92026-06-30
Pcg Wealth Advisors, LLC$2.4M182026-06-30
Fiduciary Trust Co$2.3M02026-06-30
Summit Financial, LLC$2.3M2292026-06-30
Steelpeak Wealth, LLC$2.3M422026-06-30
Silver Oak Securities, Incorporated$2.2M1172026-06-30
Aviance Capital Partners, LLC$2.2M62026-06-30
626 Financial, LLC$2.2M52026-06-30
World Investment Advisors$2.1M3592026-06-30
Impact Partnership Wealth, LLC$2.1M922026-06-30
Evergreen Wealth Partners LLC$2.1M52026-06-30
Tripletail Wealth Management, LLC$2.1M22026-06-30
Wcg Wealth Advisors LLC$2.1M1302026-06-30
Clearstead; Clearstead Advisory Solutions$2.1M642026-06-30
4wealth Advisors, Inc.$2M92026-06-30
Capital Financial Group Inc$2M32026-06-30
Running Point Capital Advisors, LLC$2M02025-12-31
First United Bank & Trust$1.9M02026-06-30
First Heartland Consultants, Inc.$1.9M992026-06-30
Howard Capital Management, LLC$1.9M232026-06-30
Prairie Wealth Advisors, Inc.$1.9M92026-06-30
Sargent Investment Group, LLC$1.8M142026-06-30
D.A. Davidson & Co.$1.8M6892026-06-30
Interchange Capital Partners, LLC$1.8M82026-06-30
Onedigital Investment Advisors LLC$1.8M3862026-06-30
Tradewell Tax & Financial$1.8M42026-06-30
Smartleaf Asset Management LLC$1.8M92026-06-30
Cerity Partners LLC$1.8M7772026-06-30
Regatta Capital Group, LLC$1.8M142026-06-30
Lido Advisors, LLC$1.8M3202026-06-30
Great Valley Advisor Group, LLC$1.8M2052026-06-30
Beckerman Wealth$1.7M42026-06-30
Soltis Investment Advisors LLC$1.7M782026-06-30
Waverly Advisors, LLC$1.7M2312026-06-30
City Center Advisors, LLC$1.6M72026-06-30
Concurrent Investment Advisors, LLC$1.6M3492026-06-30
Savvy Advisors, Inc.$1.5M2142026-06-30
Private Trust Co NA$1.5M02026-06-30
Moors & Cabot, Inc.$1.5M822026-06-30
Simplicity Wealth, LLC$1.5M02026-06-30
Gladstone Institutional Advisory LLC$1.4M1082026-06-30
Blueprint Investment Partners LLC$1.4M52026-06-30
Blueprint Financial Advisors$1.4M392026-06-30
Mariner, LLC$1.4M02026-06-30
Petros Family Wealth, LLC$1.4M82026-06-30
Camarda Financial Advisors, LLC$1.4M112026-06-30
Modern Wealth Management, LLC$1.4M1612026-06-30
Eversource Wealth Advisors, LLC$1.4M772026-06-30

The 250 largest of 487 reporting institutions are listed.

Public filing evidence

Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.

Report period: 2025-09-30 to 2026-06-30