Who owns 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-Q2 13F filings (latest filed 2026-08-14). 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 2026-Q1 and 2026-Q2: 209 added or opened and 34 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 0.7% of theirs — a 0.6pp 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 2026-Q1 and 2026-Q2, across 367 tracked filers holding PVAL, 284 increased or opened the position and 92 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 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 45
- Oak Barrel Wealth Advisory LLC$74M
- Summit Investment Advisory Services, LLC$44M
- Bouchey Financial Group, Ltd.$39M
- ADAMSBROWN WEALTH CONSULTANTS LLC$22M
- Arax Advisory Partners$11M
- J.W. COLE ADVISORS, INC.$11M
Full exits 18
- CWM, LLC$155M
- Cambridge Investment Research Advisors, Inc.$86M
- HighTower Advisors, LLC$61M
- Capital Analysts, LLC$51M
- Sowa Financial Group, Inc.$26M
- Piedmont Capital Management, LLC$23M
Largest adds
- LPL Financial LLC$450M
- BANK OF AMERICA CORP /DE/$282M
- MORGAN STANLEY$236M
- COMMONWEALTH EQUITY SERVICES, LLC$97M
- Cetera Investment Advisers$93M
- Modern Wealth Management, LLC$87M
Largest trims
- TRUIST FINANCIAL CORP$6M
- Weil Company, Inc.$6M
- Brookstone Capital Management$5M
- Colonial River Investments, LLC$5M
- Patriot Financial Group Insurance Agency, LLC$5M
- Elequin Capital, LP$4M
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.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ added | 38,242,878 | $1.9B | 21.5% | 2026-Q2 |
| MORGAN STANLEY added | 17,490,722 | $891M | 9.8% | 2026-Q2 |
| LPL Financial LLC added | 9,975,366 | $508M | 5.6% | 2026-Q2 |
| Cetera Investment Advisers added | 9,411,298 | $480M | 5.3% | 2026-Q2 |
| Cullen/Frost Bankers, Inc. added | 8,610,022 | $439M | 4.8% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 7,976,865 | $406M | 4.5% | 2026-Q2 |
| GLENMEDE TRUST CO NA added | 7,259,712 | $370M | 4.1% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 6,620,755 | $337M | 3.7% | 2026-Q2 |
| UBS Group AG added | 5,997,586 | $306M | 3.4% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 5,400,725 | $275M | 3.0% | 2026-Q2 |
| Modern Wealth Management, LLC added | 3,809,127 | $194M | 2.1% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 3,450,127 | $176M | 1.9% | 2026-Q2 |
| Allegheny Financial Group added | 2,609,319 | $133M | 1.5% | 2026-Q2 |
| STIFEL FINANCIAL CORP added | 2,469,602 | $126M | 1.4% | 2026-Q2 |
| Amplius Wealth Advisors, LLC added | 2,038,034 | $104M | 1.1% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 1,674,245 | $85M | 0.9% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP added | 1,669,830 | $85M | 0.9% | 2026-Q2 |
| Opal Wealth Advisors, LLC trimmed | 1,562,614 | $80M | 0.9% | 2026-Q2 |
| Oak Barrel Wealth Advisory LLC added | 1,442,912 | $74M | 0.8% | 2026-Q2 |
| Kestra Advisory Services, LLC added | 1,392,651 | $71M | 0.8% | 2026-Q2 |
| Corient Private Wealth LP added | 1,314,190 | $67M | 0.7% | 2026-Q2 |
| Sanctuary Advisors, LLC added | 1,277,368 | $65M | 0.7% | 2026-Q2 |
| Bleakley Financial Group, LLC added | 1,074,247 | $55M | 0.6% | 2026-Q2 |
| Wealthspire Advisors, LLC added | 1,026,122 | $52M | 0.6% | 2026-Q2 |
| RFG Advisory, LLC added | 1,011,811 | $52M | 0.6% | 2026-Q2 |
| Drake & Associates, LLC added | 954,581 | $49M | 0.5% | 2026-Q2 |
| AUCTUS ADVISORS LLC trimmed | 944,825 | $48M | 0.5% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 937,682 | $48M | 0.5% | 2026-Q2 |
| Geneos Wealth Management Inc. added | 879,439 | $45M | 0.5% | 2026-Q2 |
| M&T Bank Corp added | 878,615 | $45M | 0.5% | 2026-Q2 |
| Harbor Group, Inc. added | 876,338 | $45M | 0.5% | 2026-Q2 |
| Summit Investment Advisory Services, LLC new | 865,998 | $44M | 0.5% | 2026-Q2 |
| SAX WEALTH ADVISORS, LLC added | 841,845 | $39M | 0.4% | 2026-Q2 |
| Rockefeller Capital Management L.P. added | 834,984 | $43M | 0.5% | 2026-Q2 |
| GGM Financial LLC added | 802,017 | $41M | 0.5% | 2026-Q2 |
| Embree Financial Group added | 782,122 | $40M | 0.4% | 2026-Q2 |
| HANCOCK WHITNEY CORP added | 781,743 | $40M | 0.4% | 2026-Q2 |
| Bouchey Financial Group, Ltd. new | 772,527 | $39M | 0.4% | 2026-Q2 |
| Arete Wealth Advisors, LLC trimmed | 676,109 | $34M | 0.4% | 2026-Q2 |
| OneDigital Investment Advisors LLC added | 665,622 | $34M | 0.4% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC added | 643,078 | $33M | 0.4% | 2026-Q2 |
| AdvisorNet Financial, Inc added | 625,172 | $32M | 0.4% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 621,442 | $32M | 0.4% | 2026-Q2 |
| BAKER TILLY WEALTH MANAGEMENT, LLC added | 592,732 | $30M | 0.3% | 2026-Q2 |
| Marks Group Wealth Management, Inc added | 582,267 | $30M | 0.3% | 2026-Q2 |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ added | 559,528 | $29M | 0.3% | 2026-Q2 |
| Private Advisor Group, LLC added | 533,671 | $27M | 0.3% | 2026-Q2 |
| Bucket List Wealth Management, LLC added | 523,231 | $27M | 0.3% | 2026-Q2 |
| Baird Financial Group, Inc. added | 500,423 | $25M | 0.3% | 2026-Q2 |
| Aurdan Capital Management, LLC added | 466,713 | $24M | 0.3% | 2026-Q2 |
| MAI Capital Management added | 463,584 | $24M | 0.3% | 2026-Q2 |
| Retirement Management Systems Inc. added | 438,579 | $22M | 0.2% | 2026-Q2 |
| Snowden Capital Advisors LLC added | 430,692 | $22M | 0.2% | 2026-Q2 |
| Towneley Capital Management, Inc / DE trimmed | 429,046 | $22M | 0.2% | 2026-Q2 |
| Dogwood Wealth Management LLC added | 426,694 | $22M | 0.2% | 2026-Q2 |
| ADAMSBROWN WEALTH CONSULTANTS LLC new | 424,275 | $22M | 0.2% | 2026-Q2 |
| SILVER OAK SECURITIES, INCORPORATED added | 417,079 | $21M | 0.2% | 2026-Q2 |
| Frontier Asset Management, LLC added | 413,101 | $21M | 0.2% | 2026-Q2 |
| Atria Investments, Inc added | 397,686 | $20M | 0.2% | 2026-Q2 |
| Redhawk Wealth Advisors, Inc. added | 386,316 | $20M | 0.2% | 2026-Q2 |
| KESTRA PRIVATE WEALTH SERVICES, LLC added | 374,669 | $19M | 0.2% | 2026-Q2 |
| TRUIST FINANCIAL CORP trimmed | 374,301 | $19M | 0.2% | 2026-Q2 |
| Keystone Financial Services, LLC trimmed | 370,007 | $19M | 0.2% | 2026-Q2 |
| Valmark Advisers, Inc. added | 366,776 | $19M | 0.2% | 2026-Q2 |
| Haverford Trust Co added | 357,046 | $18M | 0.2% | 2026-Q2 |
| Ameritas Advisory Services, LLC added | 342,320 | $17M | 0.2% | 2026-Q2 |
| BridgePort Financial Solutions, LLC trimmed | 338,432 | $17M | 0.2% | 2026-Q2 |
| Able Wealth Management LLC trimmed | 333,118 | $17M | 0.2% | 2026-Q2 |
| Cooper Financial Group trimmed | 330,397 | $17M | 0.2% | 2026-Q2 |
| PNC Financial Services Group, Inc. added | 326,990 | $17M | 0.2% | 2026-Q2 |
| IVC Wealth Advisors LLC trimmed | 318,688 | $16M | 0.2% | 2026-Q2 |
| Stratos Investment Management, LLC added | 313,061 | $16M | 0.2% | 2026-Q2 |
| Merit Financial Group, LLC added | 304,469 | $16M | 0.2% | 2026-Q2 |
| CENTRAL TRUST Co added | 303,031 | $15M | 0.2% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 302,541 | $15M | 0.2% | 2026-Q2 |
| Coign Capital Advisors LLC added | 290,191 | $15M | 0.2% | 2026-Q2 |
| Trademark Financial Management, LLC added | 274,399 | $14M | 0.2% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. added | 271,371 | $14M | 0.2% | 2026-Q2 |
| Rollins Financial Advisors, LLC added | 267,510 | $14M | 0.2% | 2026-Q2 |
| Qube Research & Technologies Ltd added | 265,977 | $14M | 0.1% | 2026-Q2 |
| Smartleaf Asset Management LLC | 265,281 | $14M | 0.1% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 255,968 | $13M | 0.1% | 2026-Q2 |
| Weil Company, Inc. trimmed | 248,564 | $13M | 0.1% | 2026-Q2 |
| Key Client Fiduciary Advisors, LLC added | 247,817 | $13M | 0.1% | 2026-Q2 |
| Integrated Advisors Network LLC added | 234,538 | $12M | 0.1% | 2026-Q2 |
| CASTLE WEALTH MANAGEMENT LLC added | 226,122 | $12M | 0.1% | 2026-Q2 |
| Arax Advisory Partners added | 224,948 | $11M | 0.1% | 2026-Q2 |
| Stonebridge Financial Group, LLC / MO added | 216,877 | $11M | 0.1% | 2026-Q2 |
| MGO ONE SEVEN LLC trimmed | 214,049 | $11M | 0.1% | 2026-Q2 |
| J.W. COLE ADVISORS, INC. added | 212,837 | $11M | 0.1% | 2026-Q2 |
| KELLEHER FINANCIAL ADVISORS new | 212,050 | $11M | 0.1% | 2026-Q2 |
| New England Private Wealth Advisors LLC added | 211,845 | $11M | 0.1% | 2026-Q2 |
| Midwest Capital Advisors, LLC added | 206,524 | $11M | 0.1% | 2026-Q2 |
| Green Ridge Wealth Planning LLC added | 206,505 | $11M | 0.1% | 2026-Q2 |
| Stratos Wealth Partners, LTD. new | 204,623 | $10M | 0.1% | 2026-Q2 |
| StoneCrest Wealth Management, Inc. trimmed | 197,882 | $10M | 0.1% | 2026-Q2 |
| ROBINSON SMITH WEALTH ADVISORS LLC added | 197,348 | $10M | 0.1% | 2026-Q2 |
| Horizon Family Wealth, Inc. added | 196,468 | $10M | 0.1% | 2026-Q2 |
| Diversify Advisory Services, LLC added | 190,719 | $10M | 0.1% | 2026-Q2 |
| DIVERSIFY WEALTH MANAGEMENT, LLC added | 190,719 | $10M | 0.1% | 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.
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.