Institutional shares held 5.2 Million
16K calls
15K puts
Total value of holdings $159M
$488K calls
$457K puts
# of Institutions 163


Latest Institutional Activity in PBW

Top Purchases

Q4 2025
Nilsine Partners, LLC Shares Held: 40.4K ($1.23M)
Q4 2025
Hennion & Walsh Asset Management, Inc. Shares Held: 17.2K ($524K)
Q4 2025
Evolution Wealth Advisors, LLC Shares Held: 6.76K ($206K)
Q4 2025
Flagship Harbor Advisors, LLC Shares Held: 1.85K ($56.6K)
Q4 2025
Ronald Blue Trust, Inc. Shares Held: 152 ($4.64K)

Top Sells

Q4 2025
Elwood & Goetz Wealth Advisory Group, LLC Shares Held: 13.4K ($408K)
Q4 2025
Coastal Investment Advisors, Inc. Shares Held: 19.3K ($590K)
Q4 2025
Prism Advisors, Inc. Shares Held: 8.15K ($249K)
Q4 2025
Moller Financial Services Shares Held: 30.5K ($932K)
Q4 2025
Tiger Oak Management, L.L.C. Shares Held: 14.1K ($430K)

About PBW

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