Institutional shares held 19.4 Million
0 calls
0 puts
Total value of holdings $383M
$0 calls
$0 puts
# of Institutions 138


Latest Institutional Activity in PCEF

Top Purchases

Q2 2025
Envestnet Asset Management Inc Shares Held: 2.85M ($56.2M)
Q2 2025
Merit Financial Group, LLC Shares Held: 132K ($2.6M)
Q2 2025
Wealth Enhancement Advisory Services, LLC Shares Held: 469K ($9.26M)
Q2 2025
Oppenheimer & CO Inc Shares Held: 78.6K ($1.55M)
Q2 2025
Bg Investment Services, Inc. Shares Held: 15.7K ($310K)

Top Sells

Q2 2025
Gamma Investing LLC Shares Held: 75.1K ($1.48M)
Q2 2025
Atria Wealth Solutions, Inc. Shares Held: 15.3K ($301K)
Q2 2025
Cambridge Investment Research Advisors, Inc. Shares Held: 203K ($4M)
Q2 2025
Envestnet Portfolio Solutions, Inc. Shares Held: 11.2K ($220K)
Q2 2025
Truist Financial Corp Shares Held: 74.5K ($1.47M)

About PCEF

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