PGIM ETF TR (PSDM)

Neutral

Insufficient data to determine institutional momentum.

Data as of Q1 2026

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Institutional Holders

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No collected fundamentals for a debt & leverage analysis.

Ownership Map

Top 30 institutional holders — bubble size is position value, color is the move since last quarter. Hover any holder for detail.

Size by

Drag any bubble to rearrange · size = dollar value of the position

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Crowding AnalysisCrowded

Holders30of 5,944

Avg: 68

Uncrowded78th percentileCrowded

Institutional Activity

Buy/Sell Ratio4x

57th percentile

24 buying6 selling

+9

New

-1

Closed

+323K

Net shares

Ownership Concentration

Top 5: 59.8%Top 10: 79.7%

ENVESTNET ASSET MANAGEMENT15.9%

THRIVENT FINANCIAL FOR LUTHERANS13.5%

Rockefeller Capital Management L.P.13.1%

Team Financial Group,11.3%

FOUNDERS FINANCIAL SECURITIES6.0%

Others (25)40.2%

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Buy / Sell Volume by Quarter

Total shares institutions bought (green) vs sold (red) each quarter across all holders.

Inferred from quarter-over-quarter change in each fund's 13F position (new stakes count as buys, exits as sells). Not tick-level trades.

No sector peer set for this ticker (missing sector classification, or too few peers with collected financials).

Institutional Trends (8 Quarters)

No trend data available for this metric.

Conviction-Weighted Ownership

Median weight: 0.02%Avg weight: 0.54%Max: 4.64%High conviction (>1%): 1

ENVESTNET ASSET MANAGEMENT

THRIVENT FINANCIAL FOR LUTHERANS

Rockefeller Capital Management L.P.

Team Financial Group,

FOUNDERS FINANCIAL SECURITIES

Steward Partners Investment Advisory,

RAYMOND JAMES FINANCIAL

JONES FINANCIAL COMPANIES LLLP

STEEL GROVE CAPITAL ADVISORS,

OSAIC HOLDINGS,

Crowding AnalysisCrowded

Holders30of 5,944

Avg: 68

Uncrowded78th percentileCrowded

Institutional Activity

Buy/Sell Ratio4x

57th percentile

24 buying6 selling

+9

New

-1

Closed

+323K

Net shares

Ownership Concentration

Top 5: 59.8%Top 10: 79.7%

ENVESTNET ASSET MANAGEMENT15.9%

THRIVENT FINANCIAL FOR LUTHERANS13.5%

Rockefeller Capital Management L.P.13.1%

Team Financial Group,11.3%

FOUNDERS FINANCIAL SECURITIES6.0%

Others (25)40.2%

Crowding AnalysisCrowded

Holders30of 5,944

Avg: 68

Uncrowded78th percentileCrowded

Institutional Activity

Buy/Sell Ratio4x

57th percentile

24 buying6 selling

+9

New

-1

Closed

+323K

Net shares

Ownership Concentration

Top 5: 59.8%Top 10: 79.7%

ENVESTNET ASSET MANAGEMENT15.9%

THRIVENT FINANCIAL FOR LUTHERANS13.5%

Rockefeller Capital Management L.P.13.1%

Team Financial Group,11.3%

FOUNDERS FINANCIAL SECURITIES6.0%

Others (25)40.2%

Ownership Map

Top 30 institutional holders — bubble size is position value, color is the move since last quarter. Hover any holder for detail.

Size by

Drag any bubble to rearrange · size = dollar value of the position

Ownership Map

Top 30 institutional holders — bubble size is position value, color is the move since last quarter. Hover any holder for detail.

Size by

Drag any bubble to rearrange · size = dollar value of the position

Performance vs. S&P 500

Total return (dividends reinvested) vs the market, from quarter-end prices.

$10,000 invested 2023-09

$11,726

PSDM · +17%

$18,069

S&P 500 · +81%

−$6,343

behind the index

Total return (5Y)

+17%

S&P 500

+81%

vs. market

-63%

underperformed

Annualized

6.0%

mkt 24.0%

Volatility

2%

annualized

Beta

0.06

vs S&P 500

Growth of $10,000

Hover the chart to read any quarter

PSDMS&P 500

Year by year

Annual return vs the market

Hover a year to compare.

PSDM (solid)S&P 500 (outline)Green = positive year, red = negative. Number = PSDM's return.

Beat the market

0 / 4 yrs

0% win rate

Best year

+6%

2025

Worst year

+1%

2026

Worst drawdown

0%

recovered in 1 qtr

Relative strength

Cumulative lead over the S&P 500

Above 0 = ahead of the S&P 500 since the window start; below 0 = behind. Rising means it's pulling ahead.

Downside

Drawdown from peak · max 0%

How far the stock fell below its prior peak. Deeper, longer drawdowns = a rougher ride to the same return.

Quarter-end, dividend-adjusted (total return). Beta & volatility from quarterly returns (annualized). Benchmark is the S&P 500 (SPY total return). Annual returns compound the quarters ending in each calendar year; the first and last years in a window may be partial. Past performance doesn't predict future results.