Who owns PFFV
Which tracked institutional funds hold PFFV, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See PFFV company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-21). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
8 tracked funds added or opened PFFV while 7 trimmed or exited it between 2026-Q1 and 2026-Q2 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
PFFV’s largest tracked holder by dollar value, MORGAN STANLEY, sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp gap the other way — the median holder sizes PFFV more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in PFFV divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2026-Q1 and 2026-Q2, across 69 tracked filers holding PFFV, 41 increased or opened the position and 20 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in PFFV between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 2
- Anchor Bay Capital, Inc.$925K
- NewEdge Advisors, LLC$582K
Full exits 3
- Janney Montgomery Scott LLC$15M
- Cambridge Investment Research Advisors, Inc.$5M
- JANE STREET GROUP, LLC$653K
Largest adds
- MORGAN STANLEY$5M
- LPL Financial LLC$1M
- BANK OF AMERICA CORP /DE/$644K
- LFG Wealth Partners, LLC$609K
- Gotham Asset Management, LLC$328K
- FIFTH THIRD BANCORP$282K
Largest trims
- OSAIC HOLDINGS, INC.$2M
- Princeton Global Asset Management LLC$1M
- Ironsides Asset Advisors, LLC$1M
- UBS Group AG$1M
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| MORGAN STANLEY added | 2,511,491 | $55M | 31.3% | 2026-Q2 |
| LPL Financial LLC added | 309,674 | $7M | 3.9% | 2026-Q2 |
| Investment Partners Asset Management, Inc. added | 258,318 | $6M | 3.2% | 2026-Q2 |
| Foguth Wealth Management, LLC. added | 209,273 | $5M | 2.6% | 2026-Q2 |
| Ironsides Asset Advisors, LLC trimmed | 201,430 | $4M | 2.5% | 2026-Q2 |
| Bedel Financial Consulting, Inc. added | 169,993 | $4M | 2.1% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 163,797 | $4M | 2.0% | 2026-Q2 |
| Leslie Global Wealth, LLC added | 163,261 | $4M | 2.0% | 2026-Q2 |
| Gotham Asset Management, LLC added | 159,156 | $4M | 2.0% | 2026-Q2 |
| Creative Planning trimmed | 136,501 | $3M | 1.7% | 2026-Q2 |
| Rockefeller Capital Management L.P. added | 131,340 | $3M | 1.6% | 2026-Q2 |
| BENJAMIN EDWARDS INC trimmed | 130,010 | $3M | 1.6% | 2026-Q2 |
| LFG Wealth Partners, LLC added | 128,172 | $3M | 1.6% | 2026-Q2 |
| INTEGRAL INVESTMENT ADVISORS, INC. added | 116,315 | $3M | 1.4% | 2026-Q2 |
| OSAIC HOLDINGS, INC. trimmed | 104,859 | $2M | 1.3% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 99,521 | $2M | 1.2% | 2026-Q2 |
| Trajan Wealth LLC added | 97,802 | $2M | 1.2% | 2026-Q2 |
| APS Management Group, Inc. added | 85,912 | $2M | 1.1% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 75,180 | $2M | 0.9% | 2026-Q2 |
| Comprehensive Money Management Services LLC trimmed | 62,153 | $1M | 0.8% | 2026-Q2 |
| Texas Yale Capital Corp. added | 60,818 | $1M | 0.8% | 2026-Q2 |
| SBI Securities Co., Ltd. added | 48,964 | $1M | 0.6% | 2026-Q2 |
| Anchor Bay Capital, Inc. new | 42,071 | $925K | 0.5% | 2026-Q2 |
| Cetera Investment Advisers trimmed | 37,583 | $828K | 0.5% | 2026-Q2 |
| Princeton Global Asset Management LLC trimmed | 34,884 | $768K | 0.4% | 2026-Q2 |
| FIRST MANHATTAN CO. LLC. | 28,086 | $619K | 0.3% | 2026-Q2 |
| Stratos Wealth Partners, LTD. added | 26,570 | $585K | 0.3% | 2026-Q2 |
| NewEdge Advisors, LLC added | 26,413 | $582K | 0.3% | 2026-Q2 |
| FIFTH THIRD BANCORP added | 22,530 | $496K | 0.3% | 2026-Q2 |
| TRUIST FINANCIAL CORP trimmed | 22,335 | $492K | 0.3% | 2026-Q2 |
| Seed Wealth Management, Inc. trimmed | 22,100 | $487K | 0.3% | 2026-Q2 |
| DEARBORN PARTNERS LLC | 22,026 | $481K | 0.3% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 18,728 | $413K | 0.2% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. | 17,971 | $396K | 0.2% | 2026-Q2 |
| US BANCORP \DE\ | 17,065 | $376K | 0.2% | 2026-Q2 |
| MATHER GROUP, LLC. trimmed | 16,247 | $358K | 0.2% | 2026-Q2 |
| Private Advisor Group, LLC added | 15,392 | $339K | 0.2% | 2026-Q2 |
| Joseph P. Lucia & Associates, LLC added | 15,283 | $337K | 0.2% | 2026-Q2 |
| Acorn Wealth Advisors, LLC | 14,354 | $316K | 0.2% | 2026-Q2 |
| SEI INVESTMENTS CO added | 13,869 | $306K | 0.2% | 2026-Q2 |
| CreativeOne Wealth, LLC trimmed | 13,411 | $295K | 0.2% | 2026-Q2 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 12,765 | $281K | 0.2% | 2026-Q2 |
| CHOREO, LLC added | 11,938 | $263K | 0.1% | 2026-Q2 |
| Diversify Advisory Services, LLC new | 11,928 | $263K | 0.1% | 2026-Q2 |
| DIVERSIFY WEALTH MANAGEMENT, LLC added | 11,928 | $263K | 0.1% | 2026-Q2 |
| Centurion Wealth Management LLC trimmed | 11,596 | $255K | 0.1% | 2026-Q2 |
| WEST MICHIGAN ADVISORS, LLC trimmed | 11,273 | $248K | 0.1% | 2026-Q2 |
| Bank of New York Mellon Corp added | 10,931 | $241K | 0.1% | 2026-Q2 |
| Corient Private Wealth LP trimmed | 10,321 | $227K | 0.1% | 2026-Q2 |
| SEGALL BRYANT & HAMILL, LLC added | 10,066 | $222K | 0.1% | 2026-Q2 |
| Allworth Financial LP added | 8,582 | $189K | 0.1% | 2026-Q2 |
| Strategic Wealth Partners, Ltd. trimmed | 7,330 | $161K | 0.1% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 7,295 | $161K | 0.1% | 2026-Q2 |
| PRIVATE TRUST CO NA | 5,621 | $124K | 0.1% | 2026-Q2 |
| Colonial Trust Co / SC | 5,325 | $118K | 0.1% | 2026-Q2 |
| WealthCollab, LLC new | 5,000 | $110K | 0.1% | 2026-Q2 |
| SouthState Bank Corp | 2,000 | $44K | 0.0% | 2026-Q2 |
| Farther Finance Advisors, LLC added | 1,433 | $32K | 0.0% | 2026-Q2 |
| Triumph Capital Management | 1,000 | $22K | 0.0% | 2026-Q2 |
| Ashton Thomas Private Wealth, LLC | 736 | $16K | 0.0% | 2026-Q2 |
| JPMORGAN CHASE & CO trimmed | 501 | $11K | 0.0% | 2026-Q2 |
| LANARK FINANCIAL, INC. | 500 | $11K | 0.0% | 2026-Q2 |
| Aptus Capital Advisors, LLC | 484 | $11K | 0.0% | 2026-Q2 |
| AE Wealth Management LLC added | 469 | $10K | 0.0% | 2026-Q2 |
| CREATIVE FINANCIAL DESIGNS INC /ADV added | 402 | $9K | 0.0% | 2026-Q2 |
| Spire Wealth Management | 300 | $7K | 0.0% | 2026-Q2 |
| Oakmont Advisory Group, LLC new | 201 | $4K | 0.0% | 2026-Q2 |
| FMR LLC new | 42 | $925 | 0.0% | 2026-Q2 |
| UBS Group AG trimmed | 1 | $22 | 0.0% | 2026-Q2 |
| Janney Montgomery Scott LLC added | 681,034 | $15M | 8.4% | 2026-Q1 stale (1 quarter behind) |
| Cambridge Investment Research Advisors, Inc. added | 234,527 | $5M | 2.9% | 2026-Q1 stale (1 quarter behind) |
| JANE STREET GROUP, LLC new | 29,938 | $653K | 0.4% | 2026-Q1 stale (1 quarter behind) |
| Prospera Financial Services Inc trimmed | 10,400 | $227K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| Ausdal Financial Partners, Inc. trimmed | 9,623 | $210K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| CWM, LLC | 4,904 | $107K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| CITADEL ADVISORS LLC added | 37,613 | $836K | 0.5% | 2025-Q4 stale (2 quarters behind) |
| COMERICA BANK added | 35,174 | $782K | 0.4% | 2025-Q4 stale (2 quarters behind) |
| HRT FINANCIAL LP added | 22,759 | $505K | 0.3% | 2025-Q4 stale (2 quarters behind) |
| HOWARD WEALTH MANAGEMENT, LLC trimmed | 10,180 | $226K | 0.1% | 2025-Q4 stale (2 quarters behind) |
| FLAGSHIP HARBOR ADVISORS, LLC new | 3,900 | $87K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| Kestra Advisory Services, LLC trimmed | 3,622 | $80K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| Glassman Wealth Services new | 2,192 | $49K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| IFP Advisors, Inc | 1,305 | $29K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| WHITTIER TRUST CO OF NEVADA INC | 533 | $12K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| AlphaCore Capital LLC | 450 | $10K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| Columbus Macro, LLC new | 439,536 | $10M | 5.7% | 2025-Q3 stale (3 quarters behind) |
| AXS Investments LLC trimmed | 179,841 | $4M | 2.4% | 2025-Q3 stale (3 quarters behind) |
| NAPA WEALTH MANAGEMENT added | 28,423 | $657K | 0.4% | 2025-Q3 stale (3 quarters behind) |
| BEACON FINANCIAL GROUP added | 23,985 | $555K | 0.3% | 2025-Q3 stale (3 quarters behind) |
| STIFEL FINANCIAL CORP trimmed | 11,641 | $269K | 0.2% | 2025-Q3 stale (3 quarters behind) |
| Firestone Capital Management added | 8,885 | $205K | 0.1% | 2025-Q3 stale (3 quarters behind) |
| North Capital, Inc. added | 1,905 | $44K | 0.0% | 2025-Q3 stale (3 quarters behind) |
| WELLS FARGO & COMPANY/MN trimmed | 1,500 | $35K | 0.0% | 2025-Q3 stale (3 quarters behind) |
| Ameritas Advisory Services, LLC trimmed | 510 | $12K | 0.0% | 2025-Q3 stale (3 quarters behind) |
| CW Advisors, LLC added | 162,187 | $4M | 2.1% | 2025-Q2 stale (4 quarters behind) |
| Paulson Wealth Management Inc. | 12,746 | $291K | 0.2% | 2025-Q2 stale (4 quarters behind) |
| FLC Capital Advisors trimmed | 11,075 | $253K | 0.1% | 2025-Q2 stale (4 quarters behind) |
| PUREfi Wealth, LLC | 10,570 | $241K | 0.1% | 2025-Q2 stale (4 quarters behind) |
| GeoWealth Management, LLC added | 6,135 | $140K | 0.1% | 2025-Q2 stale (4 quarters behind) |
| Blue Trust, Inc. new | 3,400 | $78K | 0.0% | 2025-Q2 stale (4 quarters behind) |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.