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Institutional Ownership · SEC Form 13F

Who owns PNOV


Which tracked institutional funds hold PNOV, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See PNOV company fundamentals →

Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-20). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.

201
Institutional holders
14M
Shares held (tracked funds)

How the tape is positioned

25 tracked funds added or opened PNOV while 24 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

PNOV’s largest tracked holder by dollar value, ALLIANCEBERNSTEIN L.P., sizes it at 0.1% of its own reported 13F book, while the median holder sizes it at 0.1% of theirs — a 0.0pp conviction gap — its largest holder concentrates the name more heavily than the typical one.

Book-share is each fund’s reported value in PNOV 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 201 tracked filers holding PNOV, 31 increased or opened the position and 125 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 PNOV 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 3

  • AXXCESS WEALTH MANAGEMENT, LLC$992K
  • Quantinno Capital Management LP$802K
  • TOUNJIAN ADVISORY PARTNERS, LLC$751K

Full exits 9

  • Penserra Capital Management LLC$64M
  • HighTower Advisors, LLC$11M
  • Cambridge Investment Research Advisors, Inc.$3M
  • CORRADO ADVISORS, LLC$1M
  • Janney Montgomery Scott LLC$1M
  • Capital Analysts, LLC$1M

Largest adds

  • NewEdge Advisors, LLC$5M
  • OSAIC HOLDINGS, INC.$3M
  • Berkshire Money Management, Inc.$3M
  • LPL Financial LLC$2M
  • Kestra Advisory Services, LLC$1M
  • Advisory Alpha, LLC$965K

Largest trims

  • Brookstone Capital Management$28M
  • ALLIANCEBERNSTEIN L.P.$11M
  • Sherry Group, Inc.$3M
  • RAYMOND JAMES FINANCIAL INC$2M
  • MAI Capital Management$2M
  • Cerity Partners LLC$2M

Institutional holders

One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.

FundSharesReported value% of valueQuarter
ALLIANCEBERNSTEIN L.P. trimmed5,197,340$212M35.9%2026-Q2
Berkshire Money Management, Inc. added608,729$27M4.6%2026-Q2
OSAIC HOLDINGS, INC. added598,159$27M4.5%2026-Q2
Brookstone Capital Management trimmed503,746$22M3.8%2026-Q2
Focus Partners Wealth trimmed404,195$18M3.0%2026-Q2
COMMONWEALTH EQUITY SERVICES, LLC trimmed379,841$17M2.8%2026-Q2
LPL Financial LLC added376,834$17M2.8%2026-Q2
Kestra Advisory Services, LLC trimmed350,340$16M2.6%2026-Q2
Foundations Investment Advisors, LLC trimmed314,558$14M2.4%2026-Q2
Cetera Investment Advisers trimmed298,072$13M2.2%2026-Q2
RAYMOND JAMES FINANCIAL INC trimmed264,300$12M2.0%2026-Q2
ENVESTNET ASSET MANAGEMENT INC trimmed255,479$11M1.9%2026-Q2
Beacon Pointe Advisors, LLC trimmed253,353$11M1.9%2026-Q2
Lido Advisors, LLC trimmed182,919$8M1.4%2026-Q2
Bellwether Advisors, LLC134,829$6M1.0%2026-Q2
Three Seasons Wealth, LLC trimmed126,302$6M0.9%2026-Q2
TRUIST FINANCIAL CORP trimmed120,666$5M0.9%2026-Q2
NATIONS FINANCIAL GROUP INC, /IA/ /ADV trimmed117,120$5M0.9%2026-Q2
NewEdge Advisors, LLC trimmed116,320$5M0.9%2026-Q2
CoreCap Advisors, LLC trimmed116,283$5M0.9%2026-Q2
MML INVESTORS SERVICES, LLC trimmed100,754$4M0.8%2026-Q2
CRA Financial Services, LLC trimmed98,264$4M0.7%2026-Q2
GILL CAPITAL PARTNERS, LLC trimmed97,460$4M0.7%2026-Q2
Sherry Group, Inc. trimmed85,017$4M0.7%2026-Q2
Keating Financial Advisory Services, Inc. trimmed82,779$4M0.6%2026-Q2
Cassady Wealth & Retirement Planning, LLC trimmed79,786$4M0.6%2026-Q2
Comprehensive Financial Consultants Institutional, Inc. trimmed76,449$3M0.6%2026-Q2
Buska Wealth Management, LLC trimmed71,337$3M0.5%2026-Q2
CAPTRUST FINANCIAL ADVISORS71,238$3M0.5%2026-Q2
Advisory Alpha, LLC added68,525$3M0.5%2026-Q2
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed68,355$2M0.3%2026-Q2
OneDigital Investment Advisors LLC trimmed68,115$3M0.5%2026-Q2
KFG WEALTH MANAGEMENT, LLC trimmed63,759$3M0.5%2026-Q2
BLAIR WILLIAM & CO/IL trimmed56,187$2M0.4%2026-Q2
Dakota Wealth Management trimmed56,162$2M0.4%2026-Q2
WEALTH ALLIANCE, LLC55,299$2M0.4%2026-Q2
ATTICUS WEALTH MANAGEMENT, LLC trimmed54,628$2M0.4%2026-Q2
Keystone Wealth Services, LLC trimmed54,488$2M0.4%2026-Q2
Merit Financial Group, LLC trimmed51,564$2M0.4%2026-Q2
MTM FINANCIAL GROUP, LLC trimmed51,454$2M0.4%2026-Q2
MAI Capital Management trimmed48,777$2M0.4%2026-Q2
Southland Equity Partners LLC trimmed48,434$2M0.4%2026-Q2
MERCER GLOBAL ADVISORS INC /ADV trimmed47,452$2M0.4%2026-Q2
Apollon Wealth Management, LLC trimmed47,008$2M0.4%2026-Q2
IFP Advisors, Inc trimmed46,911$2M0.4%2026-Q2
Cresset Asset Management, LLC trimmed44,865$2M0.3%2026-Q2
Diligent Investors, LLC trimmed43,682$2M0.3%2026-Q2
Cape Investment Advisory, Inc.41,700$2M0.3%2026-Q2
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC trimmed39,487$2M0.3%2026-Q2
RETIREMENT INCOME SOLUTIONS, INC trimmed38,000$2M0.3%2026-Q2
BCS Wealth Management added37,493$2M0.3%2026-Q2
Jacobi Capital Management LLC35,893$2M0.3%2026-Q2
Chris Bulman Inc trimmed35,603$2M0.3%2026-Q2
Ascent Wealth Partners, LLC35,332$2M0.3%2026-Q2
Patriot Financial Group Insurance Agency, LLC trimmed35,293$2M0.3%2026-Q2
CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC35,112$2M0.3%2026-Q2
Allegiance Financial Group Advisory Services LLC35,086$2M0.3%2026-Q2
Freedom Investment Management, Inc. added34,962$2M0.3%2026-Q2
Spire Wealth Management trimmed33,731$1M0.3%2026-Q2
Castle Rock Wealth Management, LLC32,452$1M0.2%2026-Q2
CITADEL ADVISORS LLC added31,624$1M0.2%2026-Q2
Bison Wealth, LLC29,748$1M0.2%2026-Q2
First Commonwealth Financial Corp /PA/ added27,887$1M0.2%2026-Q2
SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed27,634$1M0.2%2026-Q2
Rothschild Wealth LLC27,124$1M0.2%2026-Q2
Cerity Partners LLC trimmed27,069$1M0.2%2026-Q2
WPWealth LLP26,958$1M0.2%2026-Q2
Trek Financial, LLC trimmed26,777$1M0.2%2026-Q2
CreativeOne Wealth, LLC trimmed26,499$1M0.2%2026-Q2
Kingsview Wealth Management, LLC trimmed25,445$1M0.2%2026-Q2
Farther Finance Advisors, LLC trimmed25,265$1M0.2%2026-Q2
NorthCrest Asset Manangement, LLC23,693$1M0.2%2026-Q2
Bedel Financial Consulting, Inc.23,667$1M0.2%2026-Q2
AXXCESS WEALTH MANAGEMENT, LLC added22,370$992K0.2%2026-Q2
Orion Capital Management LLC trimmed22,212$985K0.2%2026-Q2
Fragasso Financial Advisors Inc22,154$983K0.2%2026-Q2
Arax Advisory Partners added21,715$963K0.2%2026-Q2
Concurrent Investment Advisors, LLC trimmed21,522$955K0.2%2026-Q2
Csenge Advisory Group20,762$921K0.2%2026-Q2
Global Strategic Investment Solutions, LLC trimmed20,464$908K0.2%2026-Q2
INDEPENDENT FINANCIAL GROUP, LLC added20,356$903K0.2%2026-Q2
FSA Advisors, Inc. trimmed20,153$894K0.2%2026-Q2
BFI Wealth Solutions, LLC trimmed20,006$887K0.1%2026-Q2
Jessup Wealth Management, Inc19,693$873K0.1%2026-Q2
Steward Partners Investment Advisory, LLC19,239$853K0.1%2026-Q2
NORTHERN TRUST CORP18,829$835K0.1%2026-Q2
Advisory Services Network, LLC18,670$828K0.1%2026-Q2
Quantinno Capital Management LP new18,082$802K0.1%2026-Q2
MORGAN STANLEY17,178$762K0.1%2026-Q2
Savvy Advisors, Inc. trimmed17,083$758K0.1%2026-Q2
TOUNJIAN ADVISORY PARTNERS, LLC new16,931$751K0.1%2026-Q2
AE Wealth Management LLC trimmed16,591$736K0.1%2026-Q2
AdvisorNet Financial, Inc trimmed16,243$720K0.1%2026-Q2
Mariner, LLC trimmed16,126$715K0.1%2026-Q2
Pinnacle Wealth Management Group, Inc. trimmed14,370$637K0.1%2026-Q2
World Investment Advisors trimmed13,701$588K0.1%2026-Q2
Forvis Mazars Wealth Advisors, LLC trimmed13,402$594K0.1%2026-Q2
TopTier Wealth Management, LLC trimmed12,555$557K0.1%2026-Q2
COFG Advisors, LLC12,462$553K0.1%2026-Q2
Prairie Wealth Advisors, Inc.0$2M0.3%2026-Q2

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.

HoldersTotal shares

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.

Learn how to read institutional ownership