Who Owns PGIM (PFRL)? -- Institutional Holders (2026-06-30)

34 institutions reported holding $78.6M of PGIM (PFRL) in SEC 13F filings for 2026-06-30. Largest institutional holders: PRUDENTIAL FINANCIAL INC ($28.5M), RAYMOND JAMES FINANCIAL INC ($22.5M), MOODY NATIONAL BANK TRUST DIVISION ($7.0M), OSAIC HOLDINGS, INC. ($3.8M), KESTRA PRIVATE WEALTH SERVICES, LLC ($2.5M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1PRUDENTIAL FINANCIAL INC$28.5M577,097Trimmed
2RAYMOND JAMES FINANCIAL INC$22.5M454,496Added
3MOODY NATIONAL BANK TRUST DIVISION$7.0M141,096Added
4OSAIC HOLDINGS, INC.$3.8M76,114Trimmed
5KESTRA PRIVATE WEALTH SERVICES, LLC$2.5M51,397Added
6Inspire Advisors, LLC$1.9M38,596Added
7Mariner, LLC$1.9M38,074Added
8Cetera Investment Advisers$1.4M27,422Added
9WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$1.2M23,755Added
10SHEETS SMITH WEALTH MANAGEMENT$934,45718,899Trimmed
11OPPENHEIMER & CO INC$889,90817,998New
12TRUIST FINANCIAL CORP$794,57816,070New
13Wealthcare Advisory Partners LLC$741,72115,001Trimmed
14Focus Financial Network, Inc.$692,91713,949New
15Kestra Advisory Services, LLC$669,41313,539Trimmed
16GOLDMAN SACHS GROUP INC$662,95613,408New
17Summit Financial, LLC$505,55310,177Added
18Secure Asset Management, LLC$441,6908,933Trimmed
19Tactive Advisors, LLC$408,5268,262Added
20ENVESTNET ASSET MANAGEMENT INC$347,8997,036Added
21Clearstead Advisors, LLC$219,6344,442New
22WEDBUSH SECURITIES INC$215,0004,350New
23MML INVESTORS SERVICES, LLC$209,2994,233Trimmed
24PNC Financial Services Group, Inc.$105,5152,134Added
25Royal Bank of Canada$59,0001,196Added

Source: SEC Form 13F filings · as of 2026-06-30