Institutional shares held 14.6 Million
0 calls
0 puts
Total value of holdings $452M
$0 calls
$0 puts
# of Institutions 85


Latest Institutional Activity in PSFF

Top Purchases

Q2 2025
Brass Tax Wealth Management, Inc Shares Held: 680K ($21.1M)
Q2 2025
Copley Financial Group, Inc. Shares Held: 242K ($7.5M)
Q2 2025
Retirement Guys Formula LLC Shares Held: 473K ($14.6M)
Q2 2025
New Edge Advisors, LLC Shares Held: 206K ($6.39M)
Q2 2025
New Century Financial Group, LLC Shares Held: 77.5K ($2.4M)

Top Sells

Q2 2025
Kestra Advisory Services, LLC Shares Held: 187K ($5.8M)
Q2 2025
Mml Investors Services, LLC Shares Held: 472K ($14.6M)
Q2 2025
Cetera Investment Advisers Shares Held: 1.37M ($42.3M)
Q2 2025
Advisory Services Network, LLC Shares Held: 59.7K ($1.85M)
Q2 2025
Sugar Maple Asset Management, LLC Shares Held: 123K ($3.8M)

About PSFF

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