Who owns PVAL (PVAL)
Which tracked institutional funds hold PVAL, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See PVAL 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 PVAL is one-sided between 2025-Q4 and 2026-Q1: 173 added or opened and 20 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
PVAL’s largest tracked holder by dollar value, BANK OF AMERICA CORP /DE/, sizes it at 0.1% of its own reported 13F book, while the median holder sizes it at 0.5% of theirs — a 0.4pp gap the other way — the median holder sizes PVAL more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in PVAL 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 314 tracked filers holding PVAL, 260 increased or opened the position and 61 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 PVAL 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 38
- Piedmont Capital Management, LLC$23M
- Bucket List Wealth Management, LLC$16M
- Colonial River Investments, LLC$14M
- Brookstone Capital Management$13M
- FORT WASHINGTON INVESTMENT ADVISORS INC /OH/$11M
- CENTAURUS FINANCIAL, INC.$10M
Full exits 12
- Oak Barrel Wealth Advisory LLC$54M
- Thrivent Financial for Lutherans$35M
- Janney Montgomery Scott LLC$34M
- PRUDENTIAL PLC$9M
- Diversify Advisory Services, LLC$8M
- J.W. COLE ADVISORS, INC.$7M
Largest adds
- BANK OF AMERICA CORP /DE/$563M
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$255M
- MORGAN STANLEY$219M
- COMMONWEALTH EQUITY SERVICES, LLC$76M
- Cetera Investment Advisers$75M
- WELLS FARGO & COMPANY/MN$55M
Largest trims
- WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$15M
- Cooper Financial Group$4M
- Amplius Wealth Advisors, LLC$1M
- Empire Life Investments Inc.$968K
- Prosperity Financial Group, Inc.$745K
- &PARTNERS$472K
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 |
|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ added | 35,914,629 | $1.7B | 22.2% | 2026-Q1 |
| MORGAN STANLEY added | 14,118,161 | $655M | 8.7% | 2026-Q1 |
| Cetera Investment Advisers added | 8,337,155 | $387M | 5.2% | 2026-Q1 |
| Cullen/Frost Bankers, Inc. added | 7,723,844 | $358M | 4.8% | 2026-Q1 |
| GLENMEDE TRUST CO NA added | 7,154,285 | $332M | 4.4% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 6,662,348 | $309M | 4.1% | 2026-Q1 |
| UBS Group AG added | 5,591,372 | $259M | 3.5% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 5,490,994 | $255M | 3.4% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 4,638,626 | $215M | 2.9% | 2026-Q1 |
| CWM, LLC added | 3,343,154 | $155M | 2.1% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 2,688,577 | $125M | 1.7% | 2026-Q1 |
| Modern Wealth Management, LLC added | 2,304,807 | $107M | 1.4% | 2026-Q1 |
| STIFEL FINANCIAL CORP added | 2,297,581 | $107M | 1.4% | 2026-Q1 |
| Allegheny Financial Group added | 2,281,875 | $106M | 1.4% | 2026-Q1 |
| Amplius Wealth Advisors, LLC trimmed | 1,978,456 | $92M | 1.2% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 1,860,587 | $86M | 1.2% | 2026-Q1 |
| Opal Wealth Advisors, LLC added | 1,568,637 | $73M | 1.0% | 2026-Q1 |
| HighTower Advisors, LLC added | 1,312,653 | $61M | 0.8% | 2026-Q1 |
| Kestra Advisory Services, LLC added | 1,307,934 | $61M | 0.8% | 2026-Q1 |
| Corient Private Wealth LLC added | 1,252,442 | $58M | 0.8% | 2026-Q1 |
| LPL Financial LLC added | 1,247,690 | $58M | 0.8% | 2026-Q1 |
| Sanctuary Advisors, LLC added | 1,183,884 | $55M | 0.7% | 2026-Q1 |
| Capital Analysts, LLC added | 1,090,336 | $51M | 0.7% | 2026-Q1 |
| Bleakley Financial Group, LLC added | 1,029,520 | $48M | 0.6% | 2026-Q1 |
| JONES FINANCIAL COMPANIES LLLP added | 1,037,458 | $47M | 0.6% | 2026-Q1 |
| Wealthspire Advisors, LLC added | 975,073 | $45M | 0.6% | 2026-Q1 |
| AUCTUS ADVISORS LLC trimmed | 949,617 | $44M | 0.6% | 2026-Q1 |
| Drake & Associates, LLC added | 894,065 | $41M | 0.6% | 2026-Q1 |
| RFG Advisory, LLC added | 880,823 | $41M | 0.5% | 2026-Q1 |
| Harbor Group, Inc. added | 860,780 | $40M | 0.5% | 2026-Q1 |
| Geneos Wealth Management Inc. added | 850,637 | $39M | 0.5% | 2026-Q1 |
| HANCOCK WHITNEY CORP added | 760,468 | $38M | 0.5% | 2026-Q1 |
| Embree Financial Group added | 764,982 | $35M | 0.5% | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 699,896 | $33M | 0.4% | 2026-Q1 |
| Arete Wealth Advisors, LLC added | 701,242 | $33M | 0.4% | 2026-Q1 |
| SAX WEALTH ADVISORS, LLC trimmed | 682,631 | $31M | 0.4% | 2026-Q1 |
| Rockefeller Capital Management L.P. added | 642,679 | $30M | 0.4% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC trimmed | 628,489 | $29M | 0.4% | 2026-Q1 |
| OneDigital Investment Advisors LLC added | 572,416 | $27M | 0.4% | 2026-Q1 |
| AdvisorNet Financial, Inc added | 564,219 | $26M | 0.3% | 2026-Q1 |
| Sowa Financial Group, Inc. trimmed | 561,792 | $26M | 0.3% | 2026-Q1 |
| TRUIST FINANCIAL CORP added | 550,935 | $26M | 0.3% | 2026-Q1 |
| Steward Partners Investment Advisory, LLC added | 518,073 | $24M | 0.3% | 2026-Q1 |
| BAKER TILLY WEALTH MANAGEMENT, LLC added | 515,765 | $24M | 0.3% | 2026-Q1 |
| Baird Financial Group, Inc. added | 492,201 | $23M | 0.3% | 2026-Q1 |
| Piedmont Capital Management, LLC new | 486,775 | $23M | 0.3% | 2026-Q1 |
| Towneley Capital Management, Inc / DE added | 432,937 | $20M | 0.3% | 2026-Q1 |
| Aurdan Capital Management, LLC added | 431,563 | $20M | 0.3% | 2026-Q1 |
| M&T Bank Corp added | 418,153 | $19M | 0.3% | 2026-Q1 |
| Frontier Asset Management, LLC added | 412,164 | $19M | 0.3% | 2026-Q1 |
| Retirement Management Systems Inc. added | 411,588 | $19M | 0.3% | 2026-Q1 |
| OSAIC HOLDINGS, INC. added | 405,747 | $19M | 0.3% | 2026-Q1 |
| SILVER OAK SECURITIES, INCORPORATED added | 404,335 | $19M | 0.3% | 2026-Q1 |
| Dogwood Wealth Management LLC added | 394,076 | $18M | 0.2% | 2026-Q1 |
| Weil Company, Inc. added | 393,850 | $18M | 0.2% | 2026-Q1 |
| Atria Investments, Inc added | 392,789 | $18M | 0.2% | 2026-Q1 |
| BridgePort Financial Solutions, LLC added | 378,033 | $18M | 0.2% | 2026-Q1 |
| Redhawk Wealth Advisors, Inc. added | 375,296 | $17M | 0.2% | 2026-Q1 |
| MAI Capital Management added | 375,022 | $17M | 0.2% | 2026-Q1 |
| Keystone Financial Services, LLC added | 371,324 | $17M | 0.2% | 2026-Q1 |
| Able Wealth Management LLC added | 352,075 | $16M | 0.2% | 2026-Q1 |
| Snowden Capital Advisors LLC added | 350,034 | $16M | 0.2% | 2026-Q1 |
| Marks Group Wealth Management, Inc added | 349,180 | $16M | 0.2% | 2026-Q1 |
| Bucket List Wealth Management, LLC new | 345,536 | $16M | 0.2% | 2026-Q1 |
| Haverford Trust Co added | 336,129 | $16M | 0.2% | 2026-Q1 |
| Cooper Financial Group trimmed | 335,527 | $16M | 0.2% | 2026-Q1 |
| IVC Wealth Advisors LLC added | 321,032 | $15M | 0.2% | 2026-Q1 |
| CENTRAL TRUST Co trimmed | 302,609 | $14M | 0.2% | 2026-Q1 |
| Colonial River Investments, LLC new | 299,500 | $14M | 0.2% | 2026-Q1 |
| KESTRA PRIVATE WEALTH SERVICES, LLC added | 294,122 | $14M | 0.2% | 2026-Q1 |
| Coign Capital Advisors LLC added | 288,490 | $13M | 0.2% | 2026-Q1 |
| Valmark Advisers, Inc. added | 288,428 | $13M | 0.2% | 2026-Q1 |
| Brookstone Capital Management new | 279,343 | $13M | 0.2% | 2026-Q1 |
| Stratos Investment Management, LLC added | 272,146 | $13M | 0.2% | 2026-Q1 |
| Smartleaf Asset Management LLC trimmed | 265,281 | $12M | 0.2% | 2026-Q1 |
| Qube Research & Technologies Ltd added | 257,572 | $12M | 0.2% | 2026-Q1 |
| Rollins Financial Advisors, LLC added | 255,954 | $12M | 0.2% | 2026-Q1 |
| Trademark Financial Management, LLC added | 244,265 | $11M | 0.2% | 2026-Q1 |
| Patriot Financial Group Insurance Agency, LLC added | 243,866 | $11M | 0.2% | 2026-Q1 |
| HARBOUR INVESTMENTS, INC. added | 241,417 | $11M | 0.1% | 2026-Q1 |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ new | 238,567 | $11M | 0.1% | 2026-Q1 |
| PNC FINANCIAL SERVICES GROUP, INC. added | 230,997 | $11M | 0.1% | 2026-Q1 |
| Integrated Advisors Network LLC trimmed | 226,160 | $10M | 0.1% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 228,189 | $10M | 0.1% | 2026-Q1 |
| CASTLE WEALTH MANAGEMENT LLC added | 222,590 | $10M | 0.1% | 2026-Q1 |
| CENTAURUS FINANCIAL, INC. new | 220,389 | $10M | 0.1% | 2026-Q1 |
| MGO ONE SEVEN LLC added | 217,567 | $10M | 0.1% | 2026-Q1 |
| Merit Financial Group, LLC added | 215,034 | $10M | 0.1% | 2026-Q1 |
| Key Client Fiduciary Advisors, LLC added | 207,134 | $10M | 0.1% | 2026-Q1 |
| StoneCrest Wealth Management, Inc. added | 204,914 | $10M | 0.1% | 2026-Q1 |
| Visionary Wealth Advisors added | 195,878 | $9M | 0.1% | 2026-Q1 |
| DIVERSIFY WEALTH MANAGEMENT, LLC new | 183,588 | $9M | 0.1% | 2026-Q1 |
| ROBINSON SMITH WEALTH ADVISORS LLC added | 188,877 | $9M | 0.1% | 2026-Q1 |
| Glenmede Investment Management, LP added | 5,787,089 | $247M | 3.3% | 2025-Q3 stale |
| Oak Barrel Wealth Advisory LLC new | 1,190,955 | $54M | 0.7% | 2025-Q4 stale |
| Thrivent Financial for Lutherans added | 772,511 | $35M | 0.5% | 2025-Q4 stale |
| Janney Montgomery Scott LLC added | 742,130 | $34M | 0.5% | 2025-Q4 stale |
| ELEVATION POINT WEALTH PARTNERS, LLC new | 751,791 | $30M | 0.4% | 2025-Q2 stale |
| AVANTAX ADVISORY SERVICES, INC. added | 483,665 | $19M | 0.3% | 2025-Q2 stale |
| PRUDENTIAL PLC new | 195,200 | $9M | 0.1% | 2025-Q4 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.