Who owns PWV (PWV)
Which tracked institutional funds hold PWV, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See PWV 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 PWV is one-sided between 2025-Q4 and 2026-Q1: 31 added or opened and 7 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
PWV’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 PWV more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in PWV 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 180 tracked filers holding PWV, 63 increased or opened the position and 66 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 PWV 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 2
- 71 West Capital Partners$1M
- Lido Advisors, LLC$788K
Full exits 4
- COMERICA BANK$997K
- Philip James Wealth Mangement, LLC$984K
- GOLDMAN SACHS GROUP INC$653K
- Bedel Financial Consulting, Inc.$588K
Largest adds
- LPL Financial LLC$19M
- Arkadios Wealth Advisors$16M
- RAYMOND JAMES FINANCIAL INC$7M
- MORGAN STANLEY$6M
- Stratos Investment Management, LLC$5M
- BANK OF AMERICA CORP /DE/$3M
Largest trims
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$597M
- COMMONWEALTH EQUITY SERVICES, LLC$11M
- PNC FINANCIAL SERVICES GROUP, INC.$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 trimmed | 3,532,400 | $246M | 26.9% | 2026-Q1 |
| LPL Financial LLC added | 2,039,976 | $142M | 15.5% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 821,082 | $57M | 6.3% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 539,979 | $38M | 4.1% | 2026-Q1 |
| PNC FINANCIAL SERVICES GROUP, INC. trimmed | 519,784 | $36M | 4.0% | 2026-Q1 |
| UBS Group AG trimmed | 465,081 | $32M | 3.5% | 2026-Q1 |
| Arkadios Wealth Advisors added | 387,000 | $27M | 2.9% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 337,390 | $24M | 2.6% | 2026-Q1 |
| IAG Wealth Partners, LLC trimmed | 322,918 | $23M | 2.5% | 2026-Q1 |
| Atlas Private Wealth Advisors added | 239,544 | $17M | 1.8% | 2026-Q1 |
| Stratos Investment Management, LLC added | 210,881 | $15M | 1.6% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 203,823 | $14M | 1.6% | 2026-Q1 |
| SPWM Advisors LLC added | 176,117 | $13M | 1.4% | 2026-Q1 |
| Kestra Advisory Services, LLC added | 167,056 | $12M | 1.3% | 2026-Q1 |
| Cullen/Frost Bankers, Inc. added | 163,570 | $11M | 1.2% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN trimmed | 162,155 | $11M | 1.2% | 2026-Q1 |
| Wharton Business Group, LLC trimmed | 155,635 | $11M | 1.2% | 2026-Q1 |
| Regal Investment Advisors LLC added | 137,150 | $10M | 1.0% | 2026-Q1 |
| ROYAL BANK OF CANADA trimmed | 131,766 | $9M | 1.0% | 2026-Q1 |
| Rockefeller Capital Management L.P. trimmed | 126,010 | $9M | 1.0% | 2026-Q1 |
| OSAIC HOLDINGS, INC. added | 113,360 | $8M | 0.9% | 2026-Q1 |
| CAPTRUST FINANCIAL ADVISORS added | 103,755 | $7M | 0.8% | 2026-Q1 |
| Ullmann Wealth Partners Group, LLC trimmed | 103,549 | $7M | 0.8% | 2026-Q1 |
| Equitable Holdings, Inc. added | 107,076 | $7M | 0.8% | 2026-Q1 |
| Stonebridge Financial Group, LLC trimmed | 102,102 | $7M | 0.8% | 2026-Q1 |
| Private Advisor Group, LLC added | 94,973 | $7M | 0.7% | 2026-Q1 |
| Cetera Investment Advisers trimmed | 85,514 | $6M | 0.7% | 2026-Q1 |
| CARY STREET PARTNERS FINANCIAL LLC added | 70,108 | $5M | 0.5% | 2026-Q1 |
| Mill Creek Capital Advisors, LLC | 69,013 | $5M | 0.5% | 2026-Q1 |
| CAPSTONE WEALTH MANAGEMENT GROUP, LLC added | 68,253 | $5M | 0.5% | 2026-Q1 |
| AGH Wealth Advisors, LLC added | 52,471 | $4M | 0.4% | 2026-Q1 |
| Horizon Family Wealth, Inc. added | 52,364 | $4M | 0.4% | 2026-Q1 |
| Cooksen Wealth, LLC | 51,511 | $4M | 0.4% | 2026-Q1 |
| Farther Finance Advisors, LLC added | 49,943 | $3M | 0.4% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 46,463 | $3M | 0.3% | 2026-Q1 |
| Firestone Capital Management | 37,363 | $3M | 0.3% | 2026-Q1 |
| Parallel Advisors, LLC trimmed | 35,605 | $2M | 0.3% | 2026-Q1 |
| Baird Financial Group, Inc. trimmed | 31,729 | $2M | 0.2% | 2026-Q1 |
| Spire Wealth Management added | 30,753 | $2M | 0.2% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 30,240 | $2M | 0.2% | 2026-Q1 |
| Independent Advisor Alliance added | 29,552 | $2M | 0.2% | 2026-Q1 |
| Prosperity Consulting Group, LLC | 26,498 | $2M | 0.2% | 2026-Q1 |
| CITIGROUP INC added | 26,156 | $2M | 0.2% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO trimmed | 25,656 | $2M | 0.2% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC trimmed | 25,506 | $2M | 0.2% | 2026-Q1 |
| Evolution Advisers, Inc. trimmed | 23,796 | $2M | 0.2% | 2026-Q1 |
| WILLNER & HELLER, LLC trimmed | 22,169 | $2M | 0.2% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 21,701 | $2M | 0.2% | 2026-Q1 |
| FMR LLC added | 19,634 | $1M | 0.1% | 2026-Q1 |
| Solutions 4 Wealth, Ltd added | 18,990 | $1M | 0.1% | 2026-Q1 |
| MERCER GLOBAL ADVISORS INC /ADV trimmed | 18,935 | $1M | 0.1% | 2026-Q1 |
| JONES FINANCIAL COMPANIES LLLP added | 18,614 | $1M | 0.1% | 2026-Q1 |
| Focus Partners Wealth added | 18,204 | $1M | 0.1% | 2026-Q1 |
| CPC Advisors, LLC | 17,831 | $1M | 0.1% | 2026-Q1 |
| Evercore Wealth Management, LLC | 17,782 | $1M | 0.1% | 2026-Q1 |
| Western Wealth Management, LLC trimmed | 17,510 | $1M | 0.1% | 2026-Q1 |
| Waverly Advisors, LLC added | 16,512 | $1M | 0.1% | 2026-Q1 |
| HighTower Advisors, LLC trimmed | 15,616 | $1M | 0.1% | 2026-Q1 |
| FIDUCIENT ADVISORS LLC | 15,465 | $1M | 0.1% | 2026-Q1 |
| 71 West Capital Partners new | 15,369 | $1M | 0.1% | 2026-Q1 |
| Ameritas Advisory Services, LLC trimmed | 15,243 | $1M | 0.1% | 2026-Q1 |
| JNBA Financial Advisors trimmed | 15,092 | $1M | 0.1% | 2026-Q1 |
| MONETA GROUP INVESTMENT ADVISORS LLC | 14,440 | $1M | 0.1% | 2026-Q1 |
| Paragon Private Wealth Management, LLC | 14,265 | $994K | 0.1% | 2026-Q1 |
| Mariner, LLC added | 14,235 | $992K | 0.1% | 2026-Q1 |
| AQR CAPITAL MANAGEMENT LLC added | 14,224 | $992K | 0.1% | 2026-Q1 |
| Institute for Wealth Management, LLC. trimmed | 13,368 | $932K | 0.1% | 2026-Q1 |
| FIFTH THIRD BANCORP added | 13,249 | $924K | 0.1% | 2026-Q1 |
| HOWARD WEALTH MANAGEMENT, LLC trimmed | 12,872 | $897K | 0.1% | 2026-Q1 |
| CONDOR CAPITAL MANAGEMENT trimmed | 12,672 | $883K | 0.1% | 2026-Q1 |
| Cornerstone Wealth Management, LLC | 12,444 | $867K | 0.1% | 2026-Q1 |
| Wealthspire Retirement, LLC | 11,315 | $789K | 0.1% | 2026-Q1 |
| Lido Advisors, LLC new | 11,310 | $788K | 0.1% | 2026-Q1 |
| STIFEL FINANCIAL CORP trimmed | 11,046 | $770K | 0.1% | 2026-Q1 |
| Creative Planning | 10,685 | $745K | 0.1% | 2026-Q1 |
| MSH Capital Advisors LLC trimmed | 10,387 | $724K | 0.1% | 2026-Q1 |
| Armbruster Capital Management, Inc. | 10,117 | $705K | 0.1% | 2026-Q1 |
| Retirement Investment Advisors, Inc. added | 10,371 | $690K | 0.1% | 2026-Q1 |
| BENJAMIN EDWARDS INC | 9,808 | $684K | 0.1% | 2026-Q1 |
| Janney Montgomery Scott LLC added | 9,719 | $678K | 0.1% | 2026-Q1 |
| SimpliFi, Inc. added | 9,700 | $676K | 0.1% | 2026-Q1 |
| OPPENHEIMER & CO INC trimmed | 9,545 | $665K | 0.1% | 2026-Q1 |
| HARMONY ASSET MANAGEMENT LLC added | 8,418 | $587K | 0.1% | 2026-Q1 |
| Clearstead Advisors, LLC added | 8,161 | $569K | 0.1% | 2026-Q1 |
| Stonebridge Wealth Management, LLC added | 7,364 | $513K | 0.1% | 2026-Q1 |
| Wescott Financial Advisory Group, LLC | 7,119 | $496K | 0.1% | 2026-Q1 |
| Strategic Investment Advisors / MI trimmed | 6,915 | $482K | 0.1% | 2026-Q1 |
| RDA Financial Network | 6,800 | $474K | 0.1% | 2026-Q1 |
| TCTC Holdings, LLC | 6,547 | $456K | 0.0% | 2026-Q1 |
| Good Life Advisors, LLC added | 85,573 | $5M | 0.6% | 2025-Q2 stale |
| Main Street Financial Solutions, LLC | 39,322 | $3M | 0.3% | 2025-Q3 stale |
| TWO SIGMA INVESTMENTS, LP new | 22,500 | $1M | 0.2% | 2025-Q3 stale |
| COMERICA BANK trimmed | 14,992 | $997K | 0.1% | 2025-Q4 stale |
| Philip James Wealth Mangement, LLC trimmed | 14,789 | $984K | 0.1% | 2025-Q4 stale |
| HRT FINANCIAL LP new | 13,273 | $865K | 0.1% | 2025-Q3 stale |
| GOLDMAN SACHS GROUP INC trimmed | 9,814 | $653K | 0.1% | 2025-Q4 stale |
| BNP PARIBAS FINANCIAL MARKETS trimmed | 10,000 | $621K | 0.1% | 2025-Q2 stale |
| Bedel Financial Consulting, Inc. | 8,832 | $588K | 0.1% | 2025-Q4 stale |
| AMERIPRISE FINANCIAL INC trimmed | 7,397 | $501K | 0.1% | 2025-Q3 stale |
| NORTHERN TRUST CORP added | 7,737 | $460K | 0.1% | 2025-Q1 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.