PGIM ACTIVE HIGH YIELD BOND PHYL
$34.96
+0.1% 52w: $32.60 – $34.96
Latest 13F among current holders filed 31 days ago (Jun 4, 2026)
Price — last 12 months
research preview data32.6033.7834.96
Jun 20, 2025 Jul 2, 2026
Institutional holders
126
+19 QoQ
13F value
$1.20B
+34.9% QoQ
Smart-money holders
0
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns PHYL?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| PRUDENTIAL FINANCIAL INC | Insurance | 19.8M | $685.5M | 0.8% | +48.5% |
| State of New Jersey Common Pension Fund D | Diversified mechanical | 2.2M | $75.3M | 0.3% | +26.1% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 1.4M | $47.1M | 0.0% | +27.8% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 1.3M | $46.2M | 0.0% | +202.8% |
| AMERIPRISE FINANCIAL INC | Bank broker | 1.3M | $43.7M | 0.0% | +44.7% |
| PNC FINANCIAL SERVICES GROUP, INC. | Diversified mechanical | 723.2K | $25.0M | 0.0% | +28.0% |
| WELLS FARGO & COMPANY/MN | Bank broker | 520.8K | $18.0M | 0.0% | +107.5% |
| Capital Analysts, LLC | Wealth advisor | 487.7K | $16.9M | 0.4% | +38.9% |
| LPL Financial LLC | Bank broker | 455.2K | $15.8M | 0.0% | +7.6% |
| Cetera Investment Advisers | Wealth advisor | 377.7K | $13.1M | 0.0% | +105.9% |
| JPMORGAN CHASE & CO | Bank broker | 372.7K | $12.9M | 0.0% | +11.4% |
| ROYAL BANK OF CANADA | Bank broker | 327.5K | $11.3M | 0.0% | +13.0% |
| Inspire Advisors, LLC | Wealth advisor | 245.5K | $8.5M | 0.7% | -28.1% |
| RFG Advisory, LLC | Wealth advisor | 235.2K | $8.1M | 0.1% | +5.4% |
| MML INVESTORS SERVICES, LLC | Wealth advisor | 232.3K | $8.0M | 0.0% | +14.3% |
| Ellenbecker Investment Group | Wealth advisor | 182.6K | $6.3M | 0.9% | +18.3% |
| OneDigital Investment Advisors LLC | Wealth advisor | 179.6K | $6.2M | 0.1% | +28.2% |
| Vestmark Advisory Solutions, Inc. | Wealth advisor | 165.7K | $5.7M | 0.1% | -24.6% |
| CacheTech Inc. | Wealth advisor | 158.5K | $5.5M | 1.1% | +1.6% |
| STIFEL FINANCIAL CORP | Diversified mechanical | 157.4K | $5.5M | 0.0% | +20.9% |
| American Alpha Advisors, LLC | Wealth advisor | 153.5K | $5.3M | 3.1% | +4.5% |
| Adams Wealth Management | Wealth advisor | 149.1K | $5.2M | 1.1% | +1.4% |
| Advisory Resource Group | Wealth advisor | 148.2K | $5.1M | 0.9% | +5.9% |
| Fifth Third Securities, Inc. | Wealth advisor | 144.1K | $5.0M | 0.3% | +8.4% |
| KFA Private Wealth Group, LLC | Wealth advisor | 141.2K | $4.9M | 1.2% | New |
| JONES FINANCIAL COMPANIES LLLP | Wealth advisor | 133.2K | $4.6M | 0.0% | +38.7% |
| Ocean Park Asset Management, LLC | Wealth advisor | 128.3K | $4.4M | 0.3% | Held |
| Foguth Wealth Management, LLC. | Wealth advisor | 126.4K | $4.4M | 0.5% | -26.0% |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 127.1K | $4.4M | 0.0% | +23.8% |
| Breakwater Capital Group | Wealth advisor | 121.1K | $4.2M | 0.6% | +4.8% |
| Spectrum Wealth Advisory Group, LLC | Wealth advisor | 110.2K | $3.8M | 1.4% | New |
| EARNED WEALTH ADVISORS, LLC | Wealth advisor | 108.6K | $3.8M | 0.3% | +26.1% |
| Stratos Wealth Partners, LTD. | Wealth advisor | 108.1K | $3.7M | 0.0% | -2.3% |
| SAX WEALTH ADVISORS, LLC | Wealth advisor | 104.0K | $3.7M | 0.2% | Held |
| Smartleaf Asset Management LLC | Wealth advisor | 97.6K | $3.4M | 0.1% | +34.6% |
| Mutual Advisors, LLC | Wealth advisor | 95.9K | $3.3M | 0.1% | +22.8% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 87.3K | $3.0M | 0.0% | +92.6% |
| Keenan, LLC | Wealth advisor | 84.1K | $2.9M | 2.4% | +41.2% |
| Advyzon Investment Management, LLC | Wealth advisor | 80.3K | $2.8M | 0.2% | New |
| Clarity Retirement & Wealth, LLC | Wealth advisor | 68.0K | $2.4M | 1.9% | +8.2% |
| PFW Advisors LLC | Other | 67.2K | $2.3M | 0.7% | -49.2% |
| First Citizens Financial Corp | Wealth advisor | 64.4K | $2.2M | 1.1% | +26.2% |
| Thrivent Financial for Lutherans | Diversified mechanical | 64.2K | $2.2M | 0.0% | -83.0% |
| Seros Financial, LLC | Wealth advisor | 61.7K | $2.1M | 1.4% | New |
| OLD MISSION CAPITAL LLC | Wealth advisor | 60.9K | $2.1M | 0.1% | New |
| JANE STREET GROUP, LLC | Market maker | 58.8K | $2.0M | 0.0% | -47.7% |
| RFG - Bristol Wealth Advisors, LLC | Wealth advisor | 56.5K | $2.0M | 0.5% | +10.7% |
| MRA Advisory Group | Wealth advisor | 51.7K | $1.8M | 0.7% | +47.2% |
| Fjell Capital, LLC | Other | 51.2K | $1.8M | 1.4% | +4.1% |
| SCHMIDT P J INVESTMENT MANAGEMENT INC | Other | 50.5K | $1.7M | 0.3% | +24.3% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.