Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

PGIM ETF TR (PTRB)

69 + Investors. Track Smart Money conviction in PTRB. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +8
Streak
2Q ▲
Buyers last Q
77%

Smart Money Signals — PTRB

Based on 69 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds added PTRB than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
69 hedge funds hold PTRB right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
📶

Steady growth — +17% more funds vs a year ago

fund count last 6Q
+10 new funds entered over the past year (+17% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟢

More buyers than sellers — 77% buying

54 buying16 selling
Last quarter: 54 funds were net buyers (14 opened a brand new position + 40 added to an existing one). Only 16 were sellers (10 trimmed + 6 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~14 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 6 → 6 → 10 → 14. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔄

Mostly new holders — 32% entered in last year

■ 23% conviction (2yr+) ■ 45% medium ■ 32% new
Only 16 funds (23%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.
📈

Growing discovery — still being found

16 → 6 → 6 → 10 → 14 new funds/Q
New funds entering each quarter: 6 → 6 → 10 → 14. A growing number of institutions are discovering PTRB each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
📊

Mixed cohorts — 14% veterans, 48% new entrants

■ 14% veterans ■ 38% 1-2yr ■ 48% new
Of 69 current holders: 10 (14%) held 2+ years, 26 held 1–2 years, 33 (48%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
📋

Smaller funds dominant — 6% AUM from top-100

6% from top-100 AUM funds
8 of 69 holders rank in the top 100 by AUM, but together hold only 6% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
4.1
out of 10
Moderate Exit Risk
Exit risk score 4.1/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Hedge Fund Ownership: PTRB

How many hedge funds hold PTRB — quarterly history vs. share price
Quarterly hedge fund ownership of PTRB vs. share price

Market Analysis: PTRB

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: PTRB

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

5 top-rated funds 3 high-conviction
Consensus
3.4
/ 10
breadth
×
Elite
2.8
/ 10
conviction
Hedge Fund Positioning: PTRB
2026 Q1 Stats Unlock in 15 days 69 + Investors

Track Smart Money conviction in PTRB. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 69 61 13.11%
13F Shares 10M 10M 1.79%
Total Value $420M $414M 1.44%
New Positions 14 10 +4
Increased Positions 40 32 +8
Closed Positions 6 4 +2
Reduced Positions 10 15 -5
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: PTRB

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Valuation Measures Data as of: --

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Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

69 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in PTRB. Verified SEC 13F-HR filings.

Top 25 institutional holders of PTRB — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 BOYUM WEALTH ARCHITECTS LLC 11.41% 655,831 $27.3M
2 Team Financial Group, LLC 6.29% 333,938 $13.9M
3 HOWARD FINANCIAL SERVICES, LTD. 3.64% 779,785 $32.4M
4 Integrity Wealth Solutions LLC 3.48% 213,157 $8.8M
5 GENESIS PRIVATE WEALTH, LLC 2.91% 222,583 $9.2M
6 AJ Advisors, LLC 2.80% 181,912 $7.6M
7 NOVEM GROUP 1.26% 265,396 $11.0M
8 Huntleigh Advisors, Inc. 1.18% 165,865 $6.9M
9 Apollon Wealth Management, LLC 1.17% 1,728,202 $71.7M
10 First Citizens Financial Corp 1.03% 52,557 $2.2M
11 RICHARDS, MERRILL & PETERSON, INC. 0.99% 65,214 $2.7M
12 First Heartland Consultants, Inc. 0.98% 308,830 $12.8M
13 Apollon Financial, LLC 0.65% 112,616 $4.7M
14 Armor Investment Advisors, LLC 0.51% 34,404 $1.4M
15 Kelman-Lazarov, Inc. 0.47% 78,482 $3.3M
16 MOSAIC FAMILY WEALTH PARTNERS, LLC 0.45% 105,337 $4.4M
17 SILVER OAK SECURITIES, INCORPORATED 0.37% 121,963 $5.1M
18 Three Magnolias Financial Advisors, LLC 0.35% 13,298 $552K
19 SilverOak Wealth Management LLC 0.34% 52,068 $2.2M
20 Axecap Investments, LLC 0.18% 6,386 $265K
21 WealthPLAN Partners, LLC 0.17% 20,602 $855K
22 Cypress Capital, LLC 0.13% 10,642 $442K
23 Ascentis Independent Advisors 0.12% 38,081 $1.6M
24 Acorn Wealth Advisors, LLC 0.09% 7,658 $318K
25 CORA CAPITAL ADVISORS LLC 0.09% 6,672 $277K
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — PGIM ETF TR (PTRB)

What does the Smart Money Trend signal show for PTRB?

Buying streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds added PTRB than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for PTRB?

More buyers than sellers — 77% buying: Last quarter: 54 funds were net buyers (14 opened a brand new position + 40 added to an existing one). Only 16 were sellers (10 trimmed + 6 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for PTRB holders?

Smaller funds dominant — 6% AUM from top-100: 8 of 69 holders rank in the top 100 by AUM, but together hold only 6% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held PTRB?

Mostly new holders — 32% entered in last year: Only 16 funds (23%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.