Who owns PRVS
Which tracked institutional funds hold PRVS, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See PRVS company fundamentals →
Ownership as of the 2026-Q1 13F filings. 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
The tracked-fund tape on PRVS is one-sided between 2025-Q4 and 2026-Q1: 13 added or opened and 3 trimmed or exited — on balance accumulating.
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
PRVS’s largest tracked holder by dollar value, Fairfield Financial Advisors, LTD, sizes it at 5.2% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 5.2pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in PRVS 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 2025-Q4 and 2026-Q1, across 38 tracked filers holding PRVS, 30 increased or opened the position and 8 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 PRVS between the 2025-Q4 and 2026-Q1 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
- Cerity Partners LLC$4M
- Mutual Advisors, LLC$954K
- Sequoia Financial Advisors, LLC$948K
Full exits 2
- SOL Capital Management CO$4M
- FERGUSON WELLMAN CAPITAL MANAGEMENT, INC$986K
Largest adds
- BROWN BROTHERS HARRIMAN & CO$8M
- COMMONWEALTH EQUITY SERVICES, LLC$8M
- Focus Partners Wealth$2M
- Quattro Advisors LLC$849K
- Steward Partners Investment Advisory, LLC$614K
- RAYMOND JAMES FINANCIAL INC$514K
Largest trims
- Fairfield Financial Advisors, LTD$2M
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 |
|---|---|---|---|---|
| Fairfield Financial Advisors, LTD trimmed | 286,329 | $15M | 19.1% | 2026-Q1 |
| BROWN BROTHERS HARRIMAN & CO added | 563,519 | $14M | 18.0% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 307,794 | $8M | 9.8% | 2026-Q1 |
| Cerity Partners LLC new | 167,289 | $4M | 5.3% | 2026-Q1 |
| Allegheny Financial Group added | 162,987 | $4M | 5.2% | 2026-Q1 |
| Financial Insights, Inc. added | 132,218 | $3M | 4.2% | 2026-Q1 |
| Focus Partners Wealth added | 95,861 | $3M | 3.4% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 77,520 | $2M | 2.7% | 2026-Q1 |
| HighTower Advisors, LLC added | 72,176 | $2M | 2.3% | 2026-Q1 |
| Fulton Bank, N.A. added | 27,641 | $1M | 1.9% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 57,101 | $1M | 1.8% | 2026-Q1 |
| GTS SECURITIES LLC added | 50,604 | $1M | 1.6% | 2026-Q1 |
| Mutual Advisors, LLC new | 38,143 | $954K | 1.2% | 2026-Q1 |
| Sequoia Financial Advisors, LLC new | 37,915 | $948K | 1.2% | 2026-Q1 |
| Quattro Advisors LLC added | 34,051 | $938K | 1.2% | 2026-Q1 |
| Steward Partners Investment Advisory, LLC added | 36,250 | $906K | 1.2% | 2026-Q1 |
| FIRST MANHATTAN CO. LLC. added | 33,520 | $838K | 1.1% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC added | 33,168 | $829K | 1.1% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 33,168 | $829K | 1.1% | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 28,116 | $786K | 1.0% | 2026-Q1 |
| FIRST MERCHANTS CORP added | 13,430 | $704K | 0.9% | 2026-Q1 |
| Ethic Inc. trimmed | 24,028 | $601K | 0.8% | 2026-Q1 |
| HILL ISLAND FINANCIAL LLC added | 15,356 | $423K | 0.5% | 2026-Q1 |
| NATURAL INVESTMENTS, LLC added | 13,040 | $325K | 0.4% | 2026-Q1 |
| Modern Wealth Management, LLC new | 11,384 | $288K | 0.4% | 2026-Q1 |
| Vise Technologies, Inc. | 8,688 | $243K | 0.3% | 2026-Q1 |
| Apella Capital, LLC new | 8,609 | $236K | 0.3% | 2026-Q1 |
| McIlrath & Eck, LLC new | 3,779 | $198K | 0.3% | 2026-Q1 |
| OSAIC HOLDINGS, INC. added | 7,265 | $182K | 0.2% | 2026-Q1 |
| Sankala Group LLC added | 3,592 | $98K | 0.1% | 2026-Q1 |
| JPMORGAN CHASE & CO | 3,463 | $93K | 0.1% | 2026-Q1 |
| Coston, McIsaac & Partners trimmed | 1,237 | $65K | 0.1% | 2026-Q1 |
| RICHARDSON FINANCIAL SERVICES INC. added | 1,184 | $62K | 0.1% | 2026-Q1 |
| HARBOUR INVESTMENTS, INC. | 2,126 | $59K | 0.1% | 2026-Q1 |
| BlackRock, Inc. added | 1,544 | $43K | 0.1% | 2026-Q1 |
| GLENMEDE TRUST CO NA | 1,000 | $25K | 0.0% | 2026-Q1 |
| SITTNER & NELSON, LLC | 825 | $21K | 0.0% | 2026-Q1 |
| OAKWORTH CAPITAL, INC. | 90 | $5K | 0.0% | 2026-Q1 |
| SOL Capital Management CO added | 145,049 | $4M | 5.0% | 2025-Q4 stale |
| Kovitz Investment Group Partners, LLC trimmed | 95,761 | $3M | 3.2% | 2025-Q3 stale |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC added | 17,633 | $986K | 1.3% | 2025-Q4 stale |
| GOLDMAN SACHS GROUP INC new | 27,112 | $625K | 0.8% | 2025-Q1 stale |
| ORG Wealth Partners, LLC new | 2,973 | $174K | 0.2% | 2025-Q1 stale |
| Hurley Capital, LLC | 1,638 | $107K | 0.1% | 2025-Q3 stale |
| UBS Group AG added | 2,694 | $69K | 0.1% | 2025-Q2 stale |
| Trivant Custom Portfolio Group, LLC added | 955 | $56K | 0.1% | 2025-Q1 stale |
| Steigerwald, Gordon & Koch Inc. new | 720 | $40K | 0.1% | 2025-Q4 stale |
| Kestra Advisory Services, LLC new | 1,450 | $39K | 0.0% | 2025-Q4 stale |
| Avalon Trust Co added | 1,200 | $31K | 0.0% | 2025-Q3 stale |
| Glenmede Investment Management, LP new | 1,000 | $25K | 0.0% | 2025-Q2 stale |
| eCIO, Inc. new | 397 | $23K | 0.0% | 2025-Q1 stale |
| BANK OF AMERICA CORP /DE/ new | 500 | $13K | 0.0% | 2025-Q2 stale |
| Garton & Associates Financial Advisors LLC new | 90 | $5K | 0.0% | 2025-Q4 stale |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | — | 0.0% | 2025-Q2 stale |
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.