NEWARK, NJ
PGIM SHORT DURATION HIGH YIELD OPPORTUNITIES FUNDSDHY— Latest position per institution from SEC 13F filings
15
Institutional holders
11.63M
Total shares held
171.34M
Estimated value
581.51K
Avg. position size
MORGAN STANLEY
CIK 895421
Shares
1.46M
Value
23.86M
Filed
Jun 30, 2026
ATLAS WEALTH LLC
CIK 1964106
Shares
1.13M
Value
18.48M
Filed
Jun 30, 2026
1607 CAPITAL PARTNERS, LLC
CIK 1436866
Shares
979.17K
Value
16.05M
Filed
Jun 30, 2026
SIT INVESTMENT ASSOCIATES INC
CIK 769317
Shares
867.54K
Value
14.22K
Filed
Jun 30, 2026
FOCUS PARTNERS WEALTH
CIK 1542153
Shares
747.90K
Value
12.26M
Filed
Jun 30, 2026
NORTHCOAST ASSET MANAGEMENT LLC
CIK 1665198
Shares
728.76K
Value
12.18M
Filed
Sep 30, 2025
RIVERNORTH CAPITAL MANAGEMENT, LLC
CIK 1447578
Shares
700K
Value
11.52M
Filed
Dec 31, 2025
ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC
CIK 1890906
Shares
615.49K
Value
10.09M
Filed
Jun 30, 2026
WELLS FARGO & COMPANY/MN
CIK 72971
Shares
553.85K
Value
9.08M
Filed
Jun 30, 2026
UBS GROUP AG
CIK 1610520
Shares
540.34K
Value
8.86M
Filed
Jun 30, 2026
PATHSTONE HOLDINGS, LLC
CIK 2011612
Shares
489.96K
Value
8.03M
Filed
Jun 30, 2026
CITY OF LONDON INVESTMENT MANAGEMENT CO LTD
CIK 1034546
Shares
452.10K
Value
7.41M
Filed
Jun 30, 2026
ADVISORS ASSET MANAGEMENT, INC.
CIK 1297376
Shares
426.23K
Value
6.99M
Filed
Jun 30, 2026
ALMITAS CAPITAL LLC
CIK 1596468
Shares
364.67K
Value
5.98M
Filed
Jun 30, 2026
RELATIVE VALUE PARTNERS GROUP, LLC
CIK 1649910
Shares
318.63K
Value
4.81M
Filed
Mar 31, 2024
INVESCO LTD.
CIK 914208
Shares
293.99K
Value
4.82M
Filed
Jun 30, 2026
COHEN & STEERS, INC.
CIK 1284812
Shares
272.45K
Value
4.46K
Filed
Jun 30, 2026
ADVISOR PARTNERS II, LLC
CIK 1954015
Shares
262.69K
Value
3.81M
Filed
Sep 30, 2023
SEVEN MILE ADVISORY
CIK 1987932
Shares
229.86K
Value
3.78M
Filed
Dec 31, 2025
RAYMOND JAMES FINANCIAL INC
CIK 720005
Shares
203.53K
Value
3.34M
Filed
Jun 30, 2026
| # | Institution | CIK | Shares | Est. Value | Period |
|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 895421 | 1.46M | 23.86M | Jun 30, 2026 |
| 2 | ATLAS WEALTH LLC | 1964106 | 1.13M | 18.48M | Jun 30, 2026 |
| 3 | 1607 CAPITAL PARTNERS, LLC | 1436866 | 979.17K | 16.05M | Jun 30, 2026 |
| 4 | SIT INVESTMENT ASSOCIATES INC | 769317 | 867.54K | 14.22K | Jun 30, 2026 |
| 5 | FOCUS PARTNERS WEALTH | 1542153 | 747.90K | 12.26M | Jun 30, 2026 |
| 6 | NORTHCOAST ASSET MANAGEMENT LLC | 1665198 | 728.76K | 12.18M | Sep 30, 2025 |
| 7 | RIVERNORTH CAPITAL MANAGEMENT, LLC | 1447578 | 700K | 11.52M | Dec 31, 2025 |
| 8 | ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC | 1890906 | 615.49K | 10.09M | Jun 30, 2026 |
| 9 | WELLS FARGO & COMPANY/MN | 72971 | 553.85K | 9.08M | Jun 30, 2026 |
| 10 | UBS GROUP AG | 1610520 | 540.34K | 8.86M | Jun 30, 2026 |
| 11 | PATHSTONE HOLDINGS, LLC | 2011612 | 489.96K | 8.03M | Jun 30, 2026 |
| 12 | CITY OF LONDON INVESTMENT MANAGEMENT CO LTD | 1034546 | 452.10K | 7.41M | Jun 30, 2026 |
| 13 | ADVISORS ASSET MANAGEMENT, INC. | 1297376 | 426.23K | 6.99M | Jun 30, 2026 |
| 14 | ALMITAS CAPITAL LLC | 1596468 | 364.67K | 5.98M | Jun 30, 2026 |
| 15 | RELATIVE VALUE PARTNERS GROUP, LLC | 1649910 | 318.63K | 4.81M | Mar 31, 2024 |
| 16 | INVESCO LTD. | 914208 | 293.99K | 4.82M | Jun 30, 2026 |
| 17 | COHEN & STEERS, INC. | 1284812 | 272.45K | 4.46K | Jun 30, 2026 |
| 18 | ADVISOR PARTNERS II, LLC | 1954015 | 262.69K | 3.81M | Sep 30, 2023 |
| 19 | SEVEN MILE ADVISORY | 1987932 | 229.86K | 3.78M | Dec 31, 2025 |
| 20 | RAYMOND JAMES FINANCIAL INC | 720005 | 203.53K | 3.34M | Jun 30, 2026 |
Data sourced from SEC Form 13F institutional holdings reports. Positions reflect the most recent filing per institution.