Institutional shares held 19.9 Million
0 calls
0 puts
Total value of holdings $395M
$0 calls
$0 puts
# of Institutions 140


Latest Institutional Activity in PCEF

Top Purchases

Q2 2025
Larson Financial Group LLC Shares Held: 572K ($11.3M)
Q2 2025
Intrua Financial, LLC Shares Held: 471K ($9.33M)
Q2 2025
Envestnet Asset Management Inc Shares Held: 2.85M ($56.5M)
Q2 2025
Lpl Financial LLC Shares Held: 1.1M ($21.8M)
Q2 2025
Raymond James Financial Inc Shares Held: 1.15M ($22.8M)

Top Sells

Q2 2025
Royal Bank Of Canada Shares Held: 1.84M ($36.4M)
Q2 2025
Wells Fargo & Company Shares Held: 1.99M ($39.5M)
Q2 2025
Ameriprise Financial Inc Shares Held: 495K ($9.81M)
Q2 2025
Gamma Investing LLC Shares Held: 75.1K ($1.49M)
Q2 2025
Atria Wealth Solutions, Inc. Shares Held: 15.3K ($302K)

About PCEF

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