LPL Financial LLC
Position in SDHY — PGIM Short Duration High Yield Opportunities Fund
CIK 1403438
FORT MILL, SC
Position in SDHY
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$2,024,673
-$1,713,017 QoQ
Shares Held
123,531
-47.1% QoQ
Ownership
0.501%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#20
of 58 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SDHY Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026LPL Financial LLC holds $3,342,804,719 across 412 Asset Management names. SDHY ranks #256 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
213,723 | $205,507,487 | |
| 2 | BX |
Blackstone Inc.
|
1,695,516 | $199,511,367 | |
| 3 | PFG |
Principal Financial Group Inc
|
1,134,085 | $122,231,681 | |
| 4 | PDI |
PIMCO Dynamic Income Fund
|
5,545,160 | $92,604,172 | |
| 5 | ARCC |
Ares Capital Corp
|
4,029,149 | $74,660,130 | |
| 6 | BPRE |
Bluerock Private Real Estate Fund
|
5,496,468 | $71,509,048 | |
| 7 | PHYS |
Sprott Physical Gold Trust
|
2,315,840 | $69,868,892 | |
| 8 | KKR |
KKR & Co. Inc.
|
679,426 | $62,357,718 |
All Filings in SDHY
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,024,673 | 123,531 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $3,737,690 | 233,314 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $3,456,145 | 210,100 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $3,351,189 | 200,430 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,898,238 | 112,722 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $1,629,476 | 98,876 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $1,088,083 | 67,499 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $770,892 | 46,106 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $661,566 | 43,155 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $475,180 | 30,896 | Shares | Sole | 2024-05-10 | |
| No filing history on record for this holder in this stock. | ||||||