SDHY · PGIM Short Duration High Yield Opportunities Fund

$15.97 +0.02 (+0.13%) At close · Aug 28

Market Cap

$394.52M

24.67M

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Quarter:

Holders: 58

Total Value: $187,805,924

Total Shares: 11,458,573

Institutional Ownership Trend

23 quarters

Holder Concentration

Across 58 13F filers · Δ vs Mar 31, 2026

Top Holder

12.7%

−2.9 pts

Top 5

45.2%

−3.8 pts

Top 10

68.3%

−4.4 pts

HHI

596

Broadly held−104

Quarterly Activity

vs Mar 31, 2026

New

Increased

Decreased

Sold Out

Unchanged

Holder count: -2

Institutional value: +6.3%

Shares held: +3.8%

Top Buyers

vs Mar 31, 2026

Institution	Added	Now Holds
Small Almitas Capital LLC	+185,753	364,674
Large OSAIC HOLDINGS, INC.	+84,400	106,066
Mega MORGAN STANLEY	+77,915	1,455,778
Small Logan Stone Capital, LLC	+52,739	95,166
Small Thomas J. Herzfeld Advisors, Inc.	+24,591	138,168

Top Sellers

vs Mar 31, 2026

Institution	Sold	Now Holds
Small 1607 Capital Partners, LLC	−739,148	979,170
Mega LPL Financial LLC	−109,783	123,531
Mid CITY OF LONDON INVESTMENT MANAGEMENT CO LTD	−93,860	452,098
Large Focus Partners Wealth	−61,435	747,903
Mega WELLS FARGO & COMPANY/MN	−39,743	553,848

Top New Positions

vs Mar 31, 2026

Institution	Acquired	Value (USD)
Small Atlas Wealth LLC	1,127,260	$18,475,791
Mega CITADEL ADVISORS LLC	11,844	$194,123
Mid Integrated Wealth Concepts LLC	5,280	$86,539
Large Clear Street Group Inc.	1,642	$26,912
Mid Global Retirement Partners, LLC	1,580	$25,896

Top Sold-Out Positions

vs Mar 31, 2026

Institution	Previously Held	Last Value (USD)
Large Cetera Investment Advisers	26,614	$426,356
Micro Catalina Capital Group, LLC	25,367	$406,379
Mid WOLVERINE ASSET MANAGEMENT LLC	23,000	$368,460
Small Gateway Wealth Partners, LLC	17,248	$276,312
Mid Advisory Services Network, LLC	9,223	$147,752

Filter: New 6 Increased 24 Reduced 20 Sold out 8 Unchanged 8

Showing 58 of 58

All Common Calls Puts

Compact Export CSV

Holder

Value (USD)

% of 13F

MORGAN STANLEY

$23,860,199

12.70%

1,455,778

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
MORGAN STANLEY CAPITAL SERVICES, LLC	1,553	$25,453	0.1%	Defined
MORGAN STANLEY SMITH BARNEY LLC	952,482	$15,611,179	65.4%	Defined
PARAMETRIC PORTFOLIO ASSOCIATES LLC	501,743	$8,223,567	34.5%	Defined

Atlas Wealth LLC

$18,475,791

9.84%

1,127,260

1607 Capital Partners, LLC

$16,048,596

8.55%

979,170

SIT INVESTMENT ASSOCIATES INC

$14,218,915

7.57%

867,536

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
SIT FIXED INCOME ADVISORS II LLC /ADV	867,536	$14,218,915	100.0%	Sole

Focus Partners Wealth

$12,258,130

6.53%

747,903

Allspring Global Investments Holdings, LLC

$10,087,799

5.37%

615,485

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Allspring Global Investments, LLC reporting on behalf of UBS ASSET MANAGEMENT AMERICAS INC	615,485	$10,087,799	100.0%	Defined

WELLS FARGO & COMPANY/MN

$9,077,567

4.83%

553,848

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC	302,756	$4,962,170	54.7%	Defined
WELLS FARGO CLEARING SERVICES, LLC	251,092	$4,115,397	45.3%	Defined

UBS Group AG

$8,856,205

4.72%

540,342

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
UBS Financial Services Inc	537,254	$8,805,593	99.4%	Defined
UBS AG	3,088	$50,612	0.6%	Defined

Pathstone Holdings, LLC

$8,030,378

4.28%

489,956

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
ADVISOR PARTNERS II, LLC	485,870	$7,963,409	99.2%	Defined
Held directly	4,086	$66,969	0.8%	Sole

CITY OF LONDON INVESTMENT MANAGEMENT CO LTD

$7,409,886

3.95%

452,098

Advisors Asset Management, Inc.

$6,985,942

3.72%

426,232

Almitas Capital LLC

$5,977,006

3.18%

364,674

Invesco Ltd.

$4,818,545

2.57%

293,993

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Invesco Capital Management LLC	293,993	$4,818,545	100.0%	Defined

COHEN & STEERS, INC.

$4,465,455

2.38%

272,450

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Cohen & Steers Capital Management Inc	272,450	$4,465,455	100.0%	Sole

RAYMOND JAMES FINANCIAL INC

$3,335,938

1.78%

203,535

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
RAYMOND JAMES & ASSOCIATES	48,090	$788,195	23.6%	Defined
Raymond James Financial Services Advisors, Inc.	155,445	$2,547,743	76.4%	Defined

ENVESTNET ASSET MANAGEMENT INC

$2,931,499

1.56%

178,859

HAZLETT, BURT & WATSON, INC.

$2,792,307

1.49%

170,370

RIVERBRIDGE PARTNERS LLC

$2,699,662

1.44%

164,714

Thomas J. Herzfeld Advisors, Inc.

$2,264,573

1.21%

138,168

LPL Financial LLC

$2,024,673

1.08%

123,531

ROYAL BANK OF CANADA

$1,900,912

1.01%

115,980

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
RBC Capital Markets, LLC	115,980	$1,900,912	100.0%	Defined

Apollon Financial, LLC

$1,862,362

0.99%

113,628

OSAIC HOLDINGS, INC.

$1,738,421

0.93%

106,066

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
OSAIC WEALTH, INC.	79,094	$1,296,350	74.6%	Defined
CW Advisors, LLC	26,972	$442,071	25.4%	Sole

Closed-End Fund Advisors, Inc.

$1,594,632

0.85%

97,293

Logan Stone Capital, LLC

$1,559,770

0.83%

95,166

Carnegie Investment Counsel

$1,487,671

0.79%

90,767

Secure Asset Management, LLC

$1,476,280

0.79%

90,072

Aviance Capital Partners, LLC

$1,363,139

0.73%

83,169

EVOLVE PRIVATE WEALTH, LLC

$1,162,051

0.62%

70,900

OPPENHEIMER & CO INC

$964,813

0.51%

58,866

Shaker Financial Services, LLC

$899,499

0.48%

54,881

QUANTIFY CHAOS ADVISORS, LLC

$736,599

0.39%

44,942

Janney Montgomery Scott LLC

$604,200

0.32%

36,864

Rockefeller Capital Management L.P.

$597,398

0.32%

36,449

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
ROCKEFELLER TRUST COMPANY, N.A.	712	$11,669	2.0%	Defined
ROCKEFELLER FINANCIAL LLC	35,737	$585,729	98.0%	Defined

RFG Advisory, LLC

$455,969

0.24%

27,820

CHOREO, LLC

$347,910

0.19%

21,227

Cambridge Investment Research Advisors, Inc.

$321,850

0.17%

19,637

Steward Partners Investment Advisory, LLC

$318,244

0.17%

19,417

TWIN PEAKS WEALTH ADVISORS, LLC

$282,104

0.15%

17,212

Noble Wealth Management PBC

$257,667

0.14%

15,721

Kestra Advisory Services, LLC

$256,700

0.14%

15,662

Balyasny Asset Management L.P.

$206,661

0.11%

12,609

STIFEL FINANCIAL CORP

$200,875

0.11%

12,256

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
STIFEL NICOLAUS & CO INC \MO\	12,256	$200,875	100.0%	Defined

CITADEL ADVISORS LLC

$194,123

0.10%

11,844

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Citadel Securities GP LLC	11,844	$194,123	100.0%	Defined

PENSION & WEALTH MANAGEMENT ADVISORS, INC.

$99,323

0.05%

6,060

Integrated Wealth Concepts LLC

$86,539

0.05%

5,280

IFP Advisors, Inc

$69,231

0.04%

4,224

Pioneer Family Office, LLC

$49,907

0.03%

3,045

Clear Street Group Inc.

$26,912

0.01%

1,642

Global Retirement Partners, LLC

$25,896

0.01%

1,580

Pinnacle Wealth Planning Services, Inc.

$9,653

0.01%

589

Tower Research Capital LLC (TRC)

$6,605

0.00%

403

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Tower Research Capital Investments LLC	403	$6,605	100.0%	Other

Farther Finance Advisors, LLC

$5,375

0.00%

328

FIFTH THIRD BANCORP

$4,982

0.00%

304

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Fifth Third Bank, National Association	304	$4,982	100.0%	Defined

WHITTIER TRUST CO OF NEVADA INC

$4,130

0.00%

252

WPG Advisers, LLC

$3,654

0.00%

223

Migdal Insurance & Financial Holdings Ltd.

$3,212

0.00%

196

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Migdal Investment Portfolio Management (1998) Ltd.	196	$3,212	100.0%	Defined

Y.D. More Investments Ltd

$1,589

0.00%

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
More Investment House Portfolio Management Ltd	97	$1,589	100.0%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Wolverine Holdings, LLC	23,000	$368,460	100.0%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
BlackRock Investment Management, LLC	95	$1,521	100.0%	Sole

Key facts CIK 1812923 CUSIP 69355J104 13F (30d) 60 filings 39 filers Visit website