13FBOX
PGIM SHORT DURATION HIGH YIELD · 13F Institutional Holdings
Options Calculator Rankings
P

PGIM SHORT DURATION HIGH YIELD

PSH
Institutions
35
Combined AUM (Q2 2026)
$123.8M
Combined Shares (Q2 2026)
2.5M
Overall Trend
Increase
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+774,398
25 · 6 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-69,034
14 · 9 Exit · ≈
⚖️ Net
+705,364
Net Buy
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$123.8M
Institutions
35
New Buys
6
Adds
19
Reduces
5
Exits
9
Unchanged
5
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
LPL Financial LLC
<0.01%<0.01%#24$17.0M340,590$11.3M227,422+113,168+49.76%Add
IAG Wealth Partners, LLC
1.59%0.01%#4$16.1M321,813$113,1262,281+319,532+14,008.42%Add
COMMONWEALTH EQUITY SERVICES, LLC
0.02%0.02%#13$13.9M279,598$13.4M269,791+9,807+3.64%Add
Crumly & Associates Inc.
2.59%2.77%#1$13.5M271,387$13.2M265,647+5,740+2.16%Add
HighTower Advisors, LLC
0.01%0.01%#16$10.1M202,156$10.0M201,643+513+0.25%Add
TRUIST FINANCIAL CORP
0.01%<0.01%#17$7.9M158,423$2.7M53,548+104,875+195.85%Add
Focus Partners Wealth
0.01%0.01%#19$6.9M138,077$5.9M119,653+18,424+15.40%Add
EverSource Wealth Advisors, LLC
0.2%0.19%#7$6.0M120,121$6.1M122,883-2,762-2.25%Reduce
MGO ONE SEVEN LLC
0.09%0.11%#9$5.4M107,361$5.5M111,258-3,897-3.50%Reduce
Stonebridge Financial Group, LLC/CA
0.56%#5$4.0M81,098$00+81,098New Buy
Sunrise Financial Services, LLC
2.34%2.58%#2$3.9M78,991$3.6M73,506+5,485+7.46%Add
ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#29$3.0M60,246$1.2M23,870+36,376+152.39%Add
Fjell Capital, LLC
2.04%2.3%#3$3.0M60,047$3.0M60,203-156-0.26%Reduce
Janney Montgomery Scott LLC
<0.01%0.01%#22$2.6M51,345$2.3M46,536+4,809+10.33%Add
Private Advisor Group, LLC
0.01%<0.01%#18$1.6M32,041$738,57614,892+17,149+115.16%Add
JONES FINANCIAL COMPANIES LLLP
<0.01%<0.01%#30$1.3M26,527$67,1181,351+25,176+1,863.51%Add
Corient Private Wealth LLC
<0.01%<0.01%#28$1.1M22,484$1.1M22,48400.00%Unchanged
Lakeshore Financial Planning, Inc.
0.32%0.36%#6$999,94420,047$994,23120,04700.00%Unchanged
First Heartland Consultants, Inc.
0.06%0.07%#11$902,62818,096$855,56317,251+845+4.90%Add
OSAIC HOLDINGS, INC.
<0.01%<0.01%#27$851,33916,996$354,2797,143+9,853+137.94%Add
JANE STREET GROUP, LLC
<0.01%<0.01%#32$777,48015,587$736,83314,857+730+4.91%Add
Parallel Advisors, LLC
0.01%<0.01%#21$408,5888,191$199,7274,027+4,164+103.40%Add
Equitable Holdings, Inc.
<0.01%<0.01%#26$405,0218,120$739,10614,675-6,555-44.67%Reduce
Prosperity Financial Group, Inc.
0.1%0.12%#8$334,1966,700$332,2876,70000.00%Unchanged
HARBOUR INVESTMENTS, INC.
<0.01%<0.01%#23$313,0026,275$306,7216,184+91+1.47%Add
XML Financial, LLC
0.02%0.02%#12$308,2096,179$276,6915,579+600+10.75%Add
Stratos Wealth Partners, LTD.
<0.01%#25$279,3285,600$00+5,600New Buy
Moors & Cabot, Inc.
0.01%0.01%#15$260,2245,217$327,4266,602-1,385-20.98%Reduce
Indivisible Partners
0.01%#14$250,6105,024$00+5,024New Buy
Cetera Investment Advisers
<0.01%#31$225,6764,524$00+4,524New Buy
KERR FINANCIAL PLANNING Corp
0.07%0.02%#10$60,2001,204$19,2941,20400.00%Unchanged
MERCER GLOBAL ADVISORS INC /ADV
<0.01%#33$32,322648$00+648New Buy
HAZLETT, BURT & WATSON, INC.
0.01%0.01%#20$23,593473$23,000466+7+1.50%Add
TD Waterhouse Canada Inc.
<0.01%#34$7,992160$00+160New Buy
WELLS FARGO & COMPANY/MN
<0.01%<0.01%#35$5,505110$5,45711000.00%Unchanged

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow