PGIM Ultra Short Bond

PULS • XNYS

PGIM Ultra Short Bond is a publicly traded company on XNYS. As of Q3 2025, 360 institutional investors hold shares in this company, with total holdings valued at $8.6B. JPMORGAN CHASE & CO is the largest holder with a position valued at $1.9B.

Overview

Overview of institutional ownership in PULS as of Q3 2025

All Institutions

Institutions: 360
Value Held: $8.6B
Shares Held: 172.4M
Avg Position: $23.9M
Median Position: $1.5M

Hedge Funds

Hedge Funds: 4
Value Held: $6.6M
Shares Held: 133.4K
Avg Position: $1.7M
Median Position: $813.1K

Biggest Investors

Institutions with the largest positions in PULS as of Q3 2025

Institution	Key People	Position Value	Ownership	Owned Since	Total AUM (Long)
JPMORGAN CHASE & CO Institution	Jamie Dimon CEO	$1.9B 0.12% of portfolio	0.00% 37.8M shares	Q2 2023 Held for 2y 5m	$1.56T
PRUDENTIAL FINANCIAL INC Institution	Andrew F. Sullivan CEO	$1.2B 1.48% of portfolio	0.00% 24.9M shares	Q4 2022 Held for 2y 11m	$84.1B
MORGAN STANLEY RIA/Wealth	Jed Finn CEO	$814.6M 0.05% of portfolio	0.00% 16.3M shares	Q4 2022 Held for 2y 11m	$1.65T
BANK OF AMERICA CORP /DE/ Institution	Brian T. Moynihan CEO	$555.1M 0.04% of portfolio	0.00% 11.1M shares	Q4 2022 Held for 2y 11m	$1.33T
L LPL Financial LLC Institution	-	$512.2M 0.15% of portfolio	0.00% 10.3M shares	Q4 2022 Held for 2y 11m	$340.07B
WELLS FARGO & COMPANY/MN Institution	Charles W. Scharf CEO	$369.6M 0.08% of portfolio	0.00% 7.4M shares	Q4 2022 Held for 2y 11m	$488.50B
FMR LLC Institution	-	$230.6M 0.01% of portfolio	0.00% 4.6M shares	Q3 2022 Held for 3y 2m	$1.92T
RAYMOND JAMES FINANCIAL INC RIA/Wealth	Steven Robert Marcus CEO	$216.7M 0.07% of portfolio	0.00% 4.3M shares	Q4 2024 Held for 11 months	$310.43B
UBS Group AG Institution	Sergio P. Ermotti CEO	$204.4M 0.04% of portfolio	0.00% 4.1M shares	Q4 2022 Held for 2y 11m	$511.54B
PNC FINANCIAL SERVICES GROUP, INC. Institution	William S. Demchak CEO	$189.4M 0.11% of portfolio	0.00% 3.8M shares	Q4 2022 Held for 2y 11m	$164.83B

Net Capital Flow

Institutional buying and selling activity for PULS in Q3 2025

Traded: +$695.2M
Buyers: 242
Sellers: 114
Total Bought: +$920.0M
Total Sold: −$224.8M
Avg Position: $22.0M

Biggest Buyers

Institution	Net Bought	Current Position
JPMORGAN CHASE & CO Institution	+$202.6M +4.1M shares	$1.9B 37.8M shares
MORGAN STANLEY RIA/Wealth	+$61.4M +1.2M shares	$814.6M 16.3M shares
K Kensington Asset Management, LLC Institution	+$57.9M +1.2M shares	$57.9M 1.2M shares
Cetera Investment Advisers RIA/Wealth	+$50.1M +1.0M shares	$112.6M 2.3M shares
AMERIPRISE FINANCIAL INC Institution	+$47.0M +942.9K shares	$51.5M 1.0M shares
L LPL Financial LLC Institution	+$44.9M +901.2K shares	$512.2M 10.3M shares
WELLS FARGO & COMPANY/MN Institution	+$40.8M +818.2K shares	$369.6M 7.4M shares
MML INVESTORS SERVICES, LLC RIA/Wealth	+$31.5M +199.5K shares	$31.5M 632.0K shares
J JONES FINANCIAL COMPANIES LLLP Institution	+$30.7M +615.7K shares	$107.8M 2.2M shares
UBS Group AG Institution	+$29.5M +591.6K shares	$204.4M 4.1M shares

Biggest Sellers

Institution	Net Sold	Current Position
Horizon Wealth Management, LLC RIA/Wealth	−$53.2M −1.1M shares	$9.4M 188.8K shares
Ameritas Advisory Services, LLC RIA/Wealth	−$19.4M −390.1K shares	$3.6M 71.7K shares
MILESTONE ASSET MANAGEMENT, LLC RIA/Wealth	−$17.0M −340.8K shares	$25.8M 517.7K shares
ENVESTNET ASSET MANAGEMENT INC Long Only Manager	−$16.8M −337.0K shares	$38.5M 773.4K shares
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	−$9.7M −194.5K shares	Sold Off 0 shares
J JANE STREET GROUP, LLC Institution	−$9.3M −186.8K shares	$4.3M 86.9K shares
IHT Wealth Management, LLC RIA/Wealth	−$8.6M −172.5K shares	$4.1M 81.3K shares
Avestar Capital, LLC RIA/Wealth	−$7.2M −144.0K shares	$5.8M 117.0K shares
L Lion Street Advisors, LLC RIA/Wealth	−$7.1M −141.9K shares	Sold Off 0 shares
FMR LLC Institution	−$6.6M −132.7K shares	$230.6M 4.6M shares

Entry and Exit Activity

Institutions that initiated new positions or completely exited PULS in Q3 2025

New Positions: 45
New Value: $90.3M
Exited Positions: 29
Exited Value: $30.6M

New Positions

Institution	Position Value
MML INVESTORS SERVICES, LLC RIA/Wealth	$31.5M 632.0K shares
I Inscription Capital, LLC RIA/Wealth	$18.1M 363.5K shares
Disciplina Capital Management LLC Fund of Funds	$12.1M 241.9K shares
Gotham Asset Management, LLC Hedge Fund•Long/Short	$5.0M 100.5K shares
Soltis Investment Advisors LLC RIA/Wealth	$3.4M 67.7K shares
Summit Financial, LLC RIA/Wealth	$2.4M 47.9K shares
Global View Capital Management LLC RIA/Wealth	$2.2M 44.4K shares
Valeo Financial Advisors, LLC RIA/Wealth	$2.2M 43.5K shares
Iron Financial, LLC RIA/Wealth	$1.9M 38.6K shares
B Beckerman Institutional, LLC Institution	$1.7M 34.9K shares

Exited Positions

Institution	Previous Position
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	$9.7M 194.5K shares
L Lion Street Advisors, LLC RIA/Wealth	$7.1M 141.9K shares
ZEGA Investments, LLC RIA/Wealth	$2.9M 59.0K shares
A ATRIA INVESTMENTS LLC Institution	$2.7M 54.1K shares
Financial Advocates Investment Management RIA/Wealth	$1.5M 29.6K shares
MILLENNIUM MANAGEMENT LLC Hedge Fund•Multi-Strategy	$1.4M 28.9K shares
O OLD MISSION CAPITAL LLC Institution	$861.8K 17.3K shares
S Systelligence, LLC Institution	$589.2K 11.8K shares
Round Rock Advisors, LLC RIA/Wealth	$563.9K 11.3K shares
Eqis Capital Management, Inc. RIA/Wealth	$522.3K 10.5K shares

Options Activity

Institutions with the largest Call and Put options positions in PULS as of Q3 2025

Call Positions: 0
Call Value: -
Put Positions: 0
Put Value: -

Call Positions

Institution	Position Value
No call positions found

Put Positions

Institution	Position Value
No put positions found

Most Committed Institutions

Institutions with PULS as the highest % of their portfolio as of Q3 2025

Institution	Key People	Portfolio Weight	Ownership	Owned Since	Total AUM (Long)
Crane Advisory, LLC RIA/Wealth	Todd Michael Crane CEO	15.62% $99.4M	0.00% 2.0M shares	Q4 2022 Held for 2y 11m	$636.2M
M Wealth Management, LLC RIA/Wealth	Wesley W Melbrod Managing Partner	14.51% $16.4M	0.00% 329.2K shares	Q4 2024 Held for 11 months	$113.0M
L Lakeshore Financial Planning, Inc. RIA/Wealth	Jeffrey Francis Brayton President	13.54% $36.5M	0.00% 732.2K shares	Q3 2023 Held for 2y 2m	$269.4M
M Main Street Group, LTD Institution	-	11.20% $34.5M	0.00% 691.8K shares	Q4 2023 Held for 1y 11m	$307.7M
IRONWOOD WEALTH MANAGEMENT, INC. RIA/Wealth	John David Williams President	9.66% $21.1M	0.00% 424.2K shares	Q4 2022 Held for 2y 11m	$218.2M
P Pine Harbor Wealth Management, LLC RIA/Wealth	Steve John Aguiar Executive	9.28% $28.9M	0.00% 580.3K shares	Q4 2023 Held for 1y 11m	$311.7M
Good Steward Wealth Advisors,LLC RIA/Wealth	Dale Robert Branda COO	8.78% $12.7M	0.00% 255.1K shares	Q1 2025 Held for 8 months	$144.7M
Live Oak Investment Partners RIA/Wealth	Michael Richard Hostick CCO	8.23% $16.6M	0.00% 333.5K shares	Q2 2025 Held for 5 months	$202.0M
Vickerman Investment Advisors, Inc. RIA/Wealth	Michael James Vickerman President	8.04% $39.8M	0.00% 797.9K shares	Q4 2022 Held for 2y 11m	$494.5M
A AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP RIA/Wealth	Brian Michael Kenney Partner	6.51% $11.1M	0.00% 224.3K shares	Q4 2024 Held for 11 months	$171.1M

Hedge Fund Spotlight

Discover hedge funds investing in PULS

ELEQUIN CAPITAL LP

Hedge Fund • Multi-Strategy

Portfolio ManagerPeter German Gutierrez

Portfolio Value: $864.9M
Positions: 104
Last Reported: Q3 2025

Sector Allocation

Position in PGIM Ultra Short Bond

Market Value: $14.9K
Shares Held: 300.0
Portfolio Weight: 0.00%
Owned Since: 2025-Q3

Top Holding	Sector	Market Value	Weight
1 Tesla, Inc. TSLA	Auto - Manufacturers Consumer Cyclical	$204.2M	23.62%
2 Microsoft MSFT	Software - Infrastructure Technology	$77.7M	8.98%
3 Taiwan Semiconductor Manufacturing Company TSM	Semiconductors Technology	$56.6M	6.54%