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

Name: PGIM (SDHY) Institutional Holders (2026-06-30)
Creator: ko.io

63 institutions reported holding $187.7M of PGIM (SDHY) in SEC 13F filings for 2026-06-30. Largest institutional holders: MORGAN STANLEY ($23.9M), Atlas Wealth LLC ($18.5M), 1607 Capital Partners, LLC ($16.0M), SIT INVESTMENT ASSOCIATES INC ($14.2M), Focus Partners Wealth ($12.3M). Source: SEC Form 13F.

Rank	Institution	Value	Shares	Change
1	MORGAN STANLEY	$23.9M	1.5M	Added
2	Atlas Wealth LLC	$18.5M	1.1M	New
3	1607 Capital Partners, LLC	$16.0M	979,170	Trimmed
4	SIT INVESTMENT ASSOCIATES INC	$14.2M	867,536	Trimmed
5	Focus Partners Wealth	$12.3M	747,903	Trimmed
6	Allspring Global Investments Holdings, LLC	$10.1M	615,485	Hold
7	WELLS FARGO & COMPANY/MN	$9.1M	553,848	Trimmed
8	UBS Group AG	$8.9M	540,342	Trimmed
9	Pathstone Holdings, LLC	$8.0M	489,956	Trimmed
10	CITY OF LONDON INVESTMENT MANAGEMENT CO LTD	$7.4M	452,098	Trimmed
11	Advisors Asset Management, Inc.	$7.0M	426,232	Added
12	Almitas Capital LLC	$6.0M	364,674	Added
13	Invesco Ltd.	$4.8M	293,993	Added
14	COHEN & STEERS, INC.	$4.5M	272,450	Hold
15	RAYMOND JAMES FINANCIAL INC	$3.3M	203,535	Added
16	ENVESTNET ASSET MANAGEMENT INC	$2.9M	178,859	Added
17	HAZLETT, BURT & WATSON, INC.	$2.8M	170,370	Trimmed
18	RIVERBRIDGE PARTNERS LLC	$2.7M	164,714	Added
19	Thomas J. Herzfeld Advisors, Inc.	$2.3M	138,168	Added
20	LPL Financial LLC	$2.0M	123,531	Trimmed
21	Royal Bank of Canada	$1.9M	115,980	Trimmed
22	Apollon Financial, LLC	$1.9M	113,628	Added
23	OSAIC HOLDINGS, INC.	$1.7M	106,066	Added
24	Closed-End Fund Advisors, Inc.	$1.6M	97,293	Trimmed
25	Logan Stone Capital, LLC	$1.6M	95,166	Added

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