PULSE ELECTRONICS CORP hedge fund holdings
PULS$49.470.00 (0.00% today)
Every quarter, large institutional investment managers with over $100M in U.S.-listed assets under management disclose their U.S. equity holdings through 13F filings. Read together, those filings show which businesses professional capital is moving into and out of.
Price vs funds buying and selling
PULS · close · 13FReported Aug 14, 2026Price vs funds buying and selling data
Showing the 1Y range: Oct 6, 2025 to Oct 5, 2026. Price (-0.4%). 0 fund reports plotted in this window as 0 markers; nearby trades of the same kind are grouped.
| Date | Category | Person | Role | Action | Amount | Change in holding |
|---|
Funds buying · new + increased
Funds selling · reduced + closed
Net buyers vs sellers
Buying = new + increased; selling = reduced + closed. Counts exclude position changes under 5% of the fund's holding last quarter.Price and fund activity data
| Quarter | Funds buying | Funds selling | Bought | Sold | Filers | Reported |
|---|---|---|---|---|---|---|
| Q2 2025 | 156 | 104 | $957M | $321M | 350 | Aug 14, 2025 |
| Q3 2025 | 184 | 95 | $2.73B | $380M | 371 | Nov 14, 2025 |
| Q4 2025 | 155 | 104 | $560M | $2.12B | 395 | Feb 14, 2026 |
| Q1 2026 | 207 | 99 | $723M | $139M | 422 | May 15, 2026 |
| Q2 2026 | 212 | 110 | $1.78B | $173M | 448 | Aug 14, 2026 |
Quarterly action breakdown
Q2 2026
448 filersNew position
44$88.1M+1.78M sh
Increased
168$1.69B+34.1M sh
Reduced
88-$153M-3.1M sh
Out / sold
22-$19.7M-397K sh
Last 4 quarters · free
Reported Aug 14, 2026
| Fund | Action | Change in dollar | Value | % of portfolio | Reported |
|---|---|---|---|---|---|
| Kensington Asset Management, LLC | Added 36.60% | +$58.5M | $218M | 11.91% | Aug 12, 2026 |
| Baird Financial Group, Inc. | Added 282.57% | +$26.8M | $36.2M | 0.05% | Aug 12, 2026 |
| Diversify Advisory Services, LLC | New Buy | +$24M | $24M | 0.40% | Aug 10, 2026 |
| Milestone Asset Management, LLC | Reduce 98.37% | -$20.1M | $334K | 0.05% | Jul 15, 2026 |
| Northwest Financial Advisors | New Buy | +$18.9M | $18.9M | 2.51% | Jul 27, 2026 |
| MML Investors Services, LLC | Added 50.29% | +$18.5M | $55.2M | 0.11% | Aug 7, 2026 |
| Beaumont Asset Management, L.L.C. | Added 215.32% | +$12.2M | $17.9M | 6.94% | Jul 22, 2026 |
| Founders Financial Alliance, LLC | Reduce 96.97% | -$9.32M | $291K | 0.04% | Aug 4, 2026 |
| IFG Advisory, LLC | New Buy | +$9.16M | $9.16M | 0.32% | Aug 14, 2026 |
| TD Capital Management LLC | Added 94.36% | +$8.72M | $18M | 1.47% | Aug 6, 2026 |
| Crewe Advisors LLC | Added 25.46% | +$8.52M | $42M | 3.04% | Jul 24, 2026 |
| Independent Advisor Alliance | Sell 100% | -$8.25M | $0 | 0.00% | Aug 12, 2026 |
| Peak Planning Group, LLC | Added 27.14% | +$7.92M | $37.1M | 8.38% | Aug 12, 2026 |
| Vista Investment Partners LLC | Sell 100% | -$7.7M | $0 | 0.00% | Jul 9, 2026 |
| BOS Asset Management, LLC | Added 66.76% | +$7.39M | $18.5M | 4.28% | Jul 13, 2026 |
| BCS Private Wealth Management, Inc. | Added 265.56% | +$6.69M | $9.21M | 2.77% | Jul 31, 2026 |
| Fiduciary Financial Advisors | New Buy | +$6.44M | $6.44M | 0.65% | Aug 14, 2026 |
| Mayflower Financial Advisors, LLC | New Buy | +$5.72M | $5.72M | 0.49% | Jul 9, 2026 |
| Acumen Wealth Advisors, LLC | Added 157.69% | +$5.08M | $8.31M | 1.76% | Aug 3, 2026 |
| 49 Wealth Management, LLC | New Buy | +$4.83M | $4.83M | 0.92% | Aug 18, 2026 |
| Alongside, LLC | New Buy | +$4.83M | $4.83M | 0.92% | Aug 14, 2026 |
| Diversify Wealth Management, LLC | Added 23.25% | +$4.52M | $24M | 0.40% | Jul 30, 2026 |
| United Capital Financial Advisors, LLC | Added 25.96% | +$4.33M | $21M | 0.12% | Aug 17, 2026 |
| Onyx Bridge Wealth Group LLC | Added 39.35% | +$4.27M | $15.1M | 1.36% | Jul 23, 2026 |
| Main Street Group, LTD | Added 12.05% | +$3.94M | $36.6M | 8.53% | Jul 13, 2026 |
| Bouvel Investment Partners, LLC | Added 89.36% | +$3.88M | $8.23M | 1.86% | Jul 17, 2026 |
| &Partners | Added 18.04% | +$3.7M | $24.2M | 0.10% | Aug 14, 2026 |
| Disciplina Capital Management LLC | Added 16.49% | +$3.68M | $26M | 2.69% | Aug 10, 2026 |
| Caliber Wealth Management, LLC / KS | Added 24.27% | +$3.66M | $18.7M | 1.81% | Jul 22, 2026 |
| Valmark Advisers, Inc. | Added 106.24% | +$3.64M | $7.07M | 0.08% | Aug 6, 2026 |
| Navigation Group, LLC | Added 12.46% | +$3.61M | $32.6M | 6.34% | Jul 29, 2026 |
| Gateway Wealth Partners, LLC | Reduce 45.01% | -$3.59M | $4.39M | 0.26% | Aug 4, 2026 |
| Lido Advisors, LLC | Reduce 66.74% | -$3.54M | $1.77M | 0.00% | Aug 7, 2026 |
| Geneos Wealth Management Inc. | Added 18.46% | +$3.54M | $22.7M | 0.46% | Aug 6, 2026 |
| McAdam, LLC | Reduce 79.92% | -$3.34M | $839K | 0.03% | Aug 4, 2026 |
| MBM Wealth Consultants, LLC | Added 13.28% | +$3.32M | $28.3M | 5.45% | Jul 24, 2026 |
| Kingsview Wealth Management, LLC | Reduce 22.27% | -$3.3M | $11.5M | 0.14% | Aug 19, 2026 |
| Capital Analysts, LLC | Added 81.88% | +$3.23M | $7.17M | 0.17% | Aug 5, 2026 |
| Bulwark Capital Corp | Added 20.13% | +$3.21M | $19.2M | 10.78% | Jul 6, 2026 |
| Phoenix Wealth Advisors | Added 61.32% | +$3.17M | $8.35M | 2.81% | Aug 3, 2026 |
| Natixis Advisors, LLC | Added 84.36% | +$3.14M | $6.86M | 0.01% | Aug 14, 2026 |
| Focused Alpha, LLC | Added 59.86% | +$3.12M | $8.32M | 2.13% | Aug 7, 2026 |
| Vise Technologies, Inc. | New Buy | +$3.02M | $3.02M | 0.03% | Aug 11, 2026 |
| Spire Wealth Management | Added 53.72% | +$2.94M | $8.41M | 0.25% | Jul 15, 2026 |
| Prevail Innovative Wealth Advisors, LLC | Added 222.31% | +$2.65M | $3.85M | 0.57% | Jul 20, 2026 |
| Moneta Group Investment Advisors LLC | Added 10.86% | +$2.64M | $26.9M | 0.20% | Aug 14, 2026 |
| Alpha Zero LLC | Added 114.30% | +$2.61M | $4.89M | 1.85% | Jul 20, 2026 |
| Americana Partners, LLC | Added 54.63% | +$2.59M | $7.32M | 0.16% | Aug 5, 2026 |
| Great Valley Advisor Group, Inc. | Reduce 58.68% | -$2.5M | $1.76M | 0.03% | Aug 10, 2026 |
| Seed Wealth Management, Inc. | Reduce 26.59% | -$2.24M | $6.18M | 3.91% | Jul 27, 2026 |
| Vertex Planning Partners, LLC | Added 23.61% | +$2.24M | $11.7M | 1.74% | Aug 14, 2026 |
| SAM Advisors, LLC | Added 35.80% | +$2.2M | $8.33M | 2.28% | Aug 13, 2026 |
| NewEdge Wealth, LLC | Reduce 16.35% | -$2.06M | $10.5M | 0.11% | Aug 10, 2026 |
| Embree Financial Group | Reduce 8.33% | -$2.04M | $22.5M | 2.25% | Jul 15, 2026 |
| Hedeker Wealth, LLC | Added 13.66% | +$1.88M | $15.7M | 2.99% | Aug 4, 2026 |
| Pine Harbor Wealth Management, LLC | Added 5.41% | +$1.84M | $35.8M | 9.59% | Aug 13, 2026 |
| DAVENPORT & Co LLC | Added 12.03% | +$1.76M | $16.4M | 0.08% | Jul 13, 2026 |
| Avestar Capital, LLC | Added 32.48% | +$1.73M | $7.07M | 0.39% | Jul 29, 2026 |
| Commonwealth Retirement Investments LLC | Reduce 23.50% | -$1.73M | $5.62M | 1.52% | Aug 3, 2026 |
| Inscription Capital, LLC | Added 13.05% | +$1.71M | $14.8M | 1.31% | Aug 13, 2026 |
| Kovack Advisors, Inc. | Reduce 16.56% | -$1.69M | $8.52M | 0.41% | Jul 29, 2026 |
| BlueStem Wealth Partners, LLC | Added 22.73% | +$1.66M | $8.95M | 0.89% | Aug 11, 2026 |
| SteelPeak Wealth, LLC | Added 249.47% | +$1.62M | $2.27M | 0.06% | Jul 13, 2026 |
| Crusonia Wealth Advisors LLC | Added 89.64% | +$1.61M | $3.41M | 0.56% | Jul 30, 2026 |
| Macco Financial Group, Inc. | Added 128.53% | +$1.6M | $2.84M | 1.85% | Aug 7, 2026 |
| Financial Consulate, Inc | Added 7.92% | +$1.55M | $21.2M | 2.36% | Jul 23, 2026 |
| Shore Point Advisors, LLC | Added 14.96% | +$1.55M | $11.9M | 4.06% | Jul 14, 2026 |
| Smallwood Wealth Investment Management, LLC | Added 26.15% | +$1.44M | $6.95M | 3.03% | Jul 23, 2026 |
| Thoroughbred Financial Services, LLC | Added 153.63% | +$1.43M | $2.36M | 0.11% | Aug 11, 2026 |
| TABR Capital Management, LLC | Added 16.41% | +$1.43M | $10.1M | 8.62% | Jul 27, 2026 |
| Pacific Financial Group Inc | Added 55.73% | +$1.32M | $3.69M | 1.77% | Aug 13, 2026 |
| Bryant Woods Investment Advisors, LLC | New Buy | +$1.25M | $1.25M | 0.35% | Jul 22, 2026 |
| Soltis Investment Advisors LLC | Reduce 42.47% | -$1.25M | $1.69M | 0.09% | Jul 31, 2026 |
| Clearwave Capital, LLC | Reduce 15.40% | -$1.19M | $6.54M | 3.61% | Jul 20, 2026 |
| Fermata Advisors, LLC | Added 33.03% | +$1.19M | $4.79M | 0.97% | Jul 7, 2026 |
| Axxcess Wealth Management, LLC | New Buy | +$1.17M | $1.17M | 0.02% | Jul 28, 2026 |
| Symphony Financial, Ltd. Co. | Added 5.61% | +$1.15M | $21.6M | 2.36% | Aug 4, 2026 |
| Blue Water Asset Management | Reduce 3.21% | -$1.09M | $32.8M | 10.60% | Aug 3, 2026 |
| Sand Hill Global Advisors, LLC | Added 7.19% | +$1.03M | $15.4M | 0.46% | Aug 11, 2026 |
| COFG Advisors, LLC | Reduce 19.11% | -$980K | $4.15M | 0.72% | Aug 14, 2026 |
| Ellenbecker Investment Group | Added 53.17% | +$971K | $2.8M | 0.33% | Jul 27, 2026 |
| Thayer Partners, LLC / MA | Added 25.61% | +$960K | $4.71M | 1.95% | Jul 31, 2026 |
| Ironwood Wealth Management, Inc. | Added 4.61% | +$960K | $21.8M | 9.22% | Jul 14, 2026 |
| Main Street Financial Solutions, LLC | Added 374.64% | +$954K | $1.21M | 0.08% | Aug 7, 2026 |
| Stratos Wealth Partners, LTD. | Added 5.55% | +$890K | $16.9M | 0.17% | Aug 11, 2026 |
| Afg Fiduciary Services Limited Partnership | Added 6.87% | +$871K | $13.5M | 10.55% | Jul 9, 2026 |
| Hartford Financial Management Inc. | Sell 100% | -$866K | $0 | 0.00% | Jul 24, 2026 |
| Congress Park Capital LLC | Added 16.47% | +$858K | $6.06M | 1.64% | Jul 14, 2026 |
| Richardson Capital Management LLC | Reduce 43.48% | -$838K | $1.09M | 0.47% | Jul 17, 2026 |
| Clark Wealth Partners | Added 8.00% | +$838K | $11.3M | 6.39% | Jul 28, 2026 |
| Curran Financial Partners, LLC | Reduce 9.29% | -$830K | $8.1M | 1.21% | Aug 12, 2026 |
| Daymark Wealth Partners, LLC | Added 6.62% | +$826K | $13.3M | 0.32% | Jul 31, 2026 |
| Fortis Capital Management LLC | Added 7.05% | +$813K | $12.3M | 1.38% | Aug 13, 2026 |
| Arete Wealth Advisors, LLC | Reduce 4.32% | -$809K | $17.9M | 1.18% | Aug 13, 2026 |
| Client First Investment Management LLC | Reduce 9.68% | -$777K | $7.24M | 3.05% | Jul 9, 2026 |
| Mills Wealth Advisors LLC | New Buy | +$774K | $774K | 0.24% | Jul 7, 2026 |
| Fairvoy Private Wealth, LLC | Added 4.79% | +$772K | $16.9M | 3.41% | Jul 17, 2026 |
| Regions Financial Corp | Reduce 16.59% | -$771K | $3.87M | 0.02% | Aug 10, 2026 |
| Acorn Wealth Advisors, LLC | Reduce 20.93% | -$757K | $2.86M | 0.70% | Jul 30, 2026 |
| SouthState Bank Corp | Reduce 55.74% | -$754K | $599K | 0.03% | Aug 6, 2026 |