Institutional shares held 11.5 Million
0 calls
0 puts
Total value of holdings $406M
$0 calls
$0 puts
# of Institutions 104


Latest Institutional Activity in PHYL

Top Purchases

Q4 2025
Breakwater Capital Group Shares Held: 116K ($4.07M)
Q4 2025
Park Avenue Securities LLC Shares Held: 44.8K ($1.58M)
Q4 2025
Foguth Wealth Management, Llc. Shares Held: 171K ($6.02M)
Q4 2025
First Citizens Financial Corp Shares Held: 51K ($1.8M)
Q4 2025
Freedom Financial Partners LLC Shares Held: 29.7K ($1.05M)

Top Sells

Q3 2025
Vestmark Advisory Solutions, Inc. Shares Held: 255K ($8.98M)
Q3 2025
Wright Fund Management, LLC Shares Held: 128K ($4.52M)
Q3 2025
Thrivent Financial For Lutherans Shares Held: 58.9K ($2.08M)
Q3 2025
Jpmorgan Chase & CO Shares Held: 315K ($11.1M)
Q3 2025
Flow Traders U.S. LLC Shares Held: 6.79K ($239K)

About PHYL

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