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

41 institutions reported holding $118.6M of PGIM (PSDM) in SEC 13F filings for 2026-06-30. Largest institutional holders: ENVESTNET ASSET MANAGEMENT INC ($14.3M), Rockefeller Capital Management L.P. ($12.2M), Thrivent Financial for Lutherans ($11.7M), Team Financial Group, LLC ($11.1M), ELEVATION POINT WEALTH PARTNERS, LLC ($8.9M). Source: SEC Form 13F.

Rank	Institution	Value	Shares	Change
1	ENVESTNET ASSET MANAGEMENT INC	$14.3M	280,349	Trimmed
2	Rockefeller Capital Management L.P.	$12.2M	239,060	Added
3	Thrivent Financial for Lutherans	$11.7M	229,755	Trimmed
4	Team Financial Group, LLC	$11.1M	218,467	Added
5	ELEVATION POINT WEALTH PARTNERS, LLC	$8.9M	175,262	New
6	Vestmark Advisory Solutions, Inc.	$8.9M	175,069	New
7	JONES FINANCIAL COMPANIES LLLP	$7.1M	138,075	Added
8	RAYMOND JAMES FINANCIAL INC	$5.0M	99,154	Added
9	FOUNDERS FINANCIAL SECURITIES LLC	$4.9M	96,726	Trimmed
10	Steward Partners Investment Advisory, LLC	$4.6M	89,779	Added
11	LPL Financial LLC	$3.2M	63,581	New
12	Tidal Investments LLC	$3.1M	60,494	Added
13	STEEL GROVE CAPITAL ADVISORS, LLC	$3.1M	59,951	Trimmed
14	OSAIC HOLDINGS, INC.	$3.0M	59,646	Added
15	CITADEL ADVISORS LLC	$2.0M	40,192	Added
16	SAGESPRING WEALTH PARTNERS, LLC	$2.0M	39,771	Added
17	JPMORGAN CHASE & CO	$2.0M	38,557	Added
18	COMMONWEALTH EQUITY SERVICES, LLC	$1.8M	35,429	Trimmed
19	MML INVESTORS SERVICES, LLC	$1.7M	33,206	Trimmed
20	IFP Advisors, Inc	$1.6M	32,200	Added
21	Essex Financial Services, Inc.	$1.1M	22,115	Added
22	PRAIRIE ADVISORY, LLC	$833,946	16,384	New
23	Blue Line Capital, LLC / IL	$830,863	16,323	New
24	THOROUGHBRED FINANCIAL SERVICES, LLC	$720,000	14,161	Added
25	JANE STREET GROUP, LLC	$627,139	12,321	New

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