PULS — Pgim ETF Tr Institutional Holders · Q3 2026

Name: Who Owns PULS? 24 Institutions Hold $159M (Q3 2026)
Creator: ko.io

Who owns Pgim ETF Tr (PULS)? 24 institutions reported holding $159.45M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Valeo Financial Advisors, LLC ($45.2M), Persium Advisors, LLC ($30.6M), BOS Asset Management, LLC ($23.6M).

Rank	Institution	Value	Shares	Change
1	Valeo Financial Advisors, LLC	$45.2M	914,811	Added
2	Persium Advisors, LLC	$30.6M	618,064	New
3	BOS Asset Management, LLC	$23.6M	476,689	Added
4	Farther Finance Advisors, LLC	$13.0M	262,643	Added
5	Stonebridge Financial Group, LLC	$10.5M	212,381	Trimmed
6	VISTA INVESTMENT PARTNERS LLC	$8.5M	172,348	New
7	COLLECTIVE FAMILY OFFICE LLC	$6.9M	139,349	Added
8	Client First Investment Management LLC	$3.8M	77,792	Trimmed
9	First Citizens Financial Corp	$3.8M	76,427	Added
10	Avidian Wealth Enterprises, LLC	$3.1M	62,448	Added
11	STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC	$2.3M	46,404	New
12	First Heartland Consultants, Inc.	$2.0M	41,426	Added
13	Intelligence Driven Advisers, LLC	$1.7M	33,748	Added
14	City Center Advisors, LLC	$1.4M	27,859	Trimmed
15	Worth Asset Management, LLC	$795,812	16,090	Added
16	Nautilus Advisors LLC	$583,802	11,804	Added
17	CoreCap Advisors, LLC	$536,403	10,845	Added
18	Everhart Financial Group, Inc.	$486,835	9,843	Trimmed
19	Cadent Capital Advisors, LLC	$292,655	5,917	New
20	MFA WEALTH ADVISORS, LLC	$279,845	5,658	Added
21	CX Institutional	$35,000	700	Hold
22	Versant Capital Management, Inc	$15,382	311	Hold
23	Planning Strategies Inc.	$8,853	179	Hold
24	GILPIN WEALTH MANAGEMENT, LLC	$0	0	Exited

Source: SEC Form 13F filings · as of 2026-09-30