Who owns 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-Q2 13F filings (latest filed 2026-08-19). 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 2026-Q1 and 2026-Q2: 45 added or opened and 9 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 2026-Q1 and 2026-Q2, across 188 tracked filers holding PWV, 79 increased or opened the position and 58 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 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 4
- Pathstone Holdings, LLC$5M
- Rose Capital Advisors LLC$5M
- TWO SIGMA INVESTMENTS, LP$3M
- CITADEL ADVISORS LLC$786K
Full exits 5
- Mill Creek Capital Advisors, LLC$5M
- Cambridge Investment Research Advisors, Inc.$2M
- Evolution Advisers, Inc.$2M
- HighTower Advisors, LLC$1M
- Janney Montgomery Scott LLC$678K
Largest adds
- MORGAN STANLEY$34M
- LPL Financial LLC$30M
- Waverly Advisors, LLC$16M
- Arkadios Wealth Advisors$8M
- BANK OF AMERICA CORP /DE/$5M
- RAYMOND JAMES FINANCIAL INC$5M
Largest trims
- COMMONWEALTH EQUITY SERVICES, LLC$2M
- Independent Advisor Alliance$2M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$919K
- Equitable Holdings, Inc.$722K
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 |
|---|---|---|---|---|
| MORGAN STANLEY added | 3,694,080 | $280M | 26.9% | 2026-Q2 |
| LPL Financial LLC added | 2,270,178 | $172M | 16.5% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 827,805 | $63M | 6.0% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 564,589 | $43M | 4.1% | 2026-Q2 |
| PNC Financial Services Group, Inc. trimmed | 492,625 | $37M | 3.6% | 2026-Q2 |
| Arkadios Wealth Advisors added | 461,900 | $35M | 3.4% | 2026-Q2 |
| UBS Group AG trimmed | 448,413 | $34M | 3.3% | 2026-Q2 |
| IAG Wealth Partners, LLC added | 330,061 | $25M | 2.4% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 287,183 | $22M | 2.1% | 2026-Q2 |
| Atlas Private Wealth Advisors added | 246,888 | $19M | 1.8% | 2026-Q2 |
| Waverly Advisors, LLC added | 224,439 | $17M | 1.6% | 2026-Q2 |
| Stratos Investment Management, LLC added | 221,590 | $17M | 1.6% | 2026-Q2 |
| SPWM Advisors LLC added | 204,744 | $16M | 1.5% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 196,174 | $15M | 1.4% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 163,533 | $12M | 1.2% | 2026-Q2 |
| Cullen/Frost Bankers, Inc. trimmed | 161,665 | $12M | 1.2% | 2026-Q2 |
| Kestra Advisory Services, LLC trimmed | 161,023 | $12M | 1.2% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN trimmed | 159,560 | $12M | 1.2% | 2026-Q2 |
| Wharton Business Group, LLC | 155,635 | $12M | 1.1% | 2026-Q2 |
| Regal Investment Advisors LLC added | 142,748 | $11M | 1.0% | 2026-Q2 |
| ROYAL BANK OF CANADA trimmed | 128,295 | $10M | 0.9% | 2026-Q2 |
| Rockefeller Capital Management L.P. added | 127,080 | $10M | 0.9% | 2026-Q2 |
| Ullmann Wealth Partners Group, LLC trimmed | 103,489 | $8M | 0.8% | 2026-Q2 |
| CAPTRUST FINANCIAL ADVISORS trimmed | 102,602 | $8M | 0.7% | 2026-Q2 |
| Stonebridge Financial Group, LLC trimmed | 101,373 | $8M | 0.7% | 2026-Q2 |
| Private Advisor Group, LLC trimmed | 93,337 | $7M | 0.7% | 2026-Q2 |
| Cetera Investment Advisers added | 86,590 | $7M | 0.6% | 2026-Q2 |
| Equitable Holdings, Inc. trimmed | 84,548 | $6M | 0.6% | 2026-Q2 |
| CARY STREET PARTNERS FINANCIAL LLC added | 72,693 | $6M | 0.5% | 2026-Q2 |
| Pathstone Holdings, LLC new | 69,013 | $5M | 0.5% | 2026-Q2 |
| CAPSTONE WEALTH MANAGEMENT GROUP, LLC trimmed | 63,358 | $5M | 0.5% | 2026-Q2 |
| Rose Capital Advisors LLC new | 60,314 | $5M | 0.4% | 2026-Q2 |
| AGH Wealth Advisors, LLC added | 54,415 | $4M | 0.4% | 2026-Q2 |
| Horizon Family Wealth, Inc. added | 52,645 | $4M | 0.4% | 2026-Q2 |
| Cooksen Wealth, LLC | 51,511 | $4M | 0.4% | 2026-Q2 |
| Farther Finance Advisors, LLC trimmed | 49,624 | $4M | 0.4% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 48,843 | $4M | 0.4% | 2026-Q2 |
| CITIGROUP INC added | 41,832 | $3M | 0.3% | 2026-Q2 |
| TWO SIGMA INVESTMENTS, LP added | 39,100 | $3M | 0.3% | 2026-Q2 |
| Firestone Capital Management | 37,363 | $3M | 0.3% | 2026-Q2 |
| Parallel Advisors, LLC | 35,605 | $3M | 0.3% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP added | 35,524 | $3M | 0.3% | 2026-Q2 |
| MERCER GLOBAL ADVISORS INC /ADV added | 33,131 | $3M | 0.2% | 2026-Q2 |
| Baird Financial Group, Inc. added | 31,742 | $2M | 0.2% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 28,583 | $2M | 0.2% | 2026-Q2 |
| Spire Wealth Management trimmed | 27,846 | $2M | 0.2% | 2026-Q2 |
| Prosperity Consulting Group, LLC | 26,498 | $2M | 0.2% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 26,019 | $2M | 0.2% | 2026-Q2 |
| Ameritas Advisory Services, LLC added | 24,130 | $2M | 0.2% | 2026-Q2 |
| Solutions 4 Wealth, Ltd added | 23,299 | $2M | 0.2% | 2026-Q2 |
| WILLNER & HELLER, LLC added | 22,289 | $2M | 0.2% | 2026-Q2 |
| FMR LLC added | 21,631 | $2M | 0.2% | 2026-Q2 |
| Creative Planning added | 18,520 | $1M | 0.1% | 2026-Q2 |
| Western Wealth Management, LLC added | 18,510 | $1M | 0.1% | 2026-Q2 |
| Focus Partners Wealth trimmed | 18,080 | $1M | 0.1% | 2026-Q2 |
| Evercore Wealth Management, LLC | 17,782 | $1M | 0.1% | 2026-Q2 |
| CPC Advisors, LLC trimmed | 16,858 | $1M | 0.1% | 2026-Q2 |
| FIDUCIENT ADVISORS LLC | 15,465 | $1M | 0.1% | 2026-Q2 |
| 71 West Capital Partners | 15,369 | $1M | 0.1% | 2026-Q2 |
| Financial Solutions Advisory Group, Inc. | 14,490 | $1M | 0.1% | 2026-Q2 |
| MONETA GROUP INVESTMENT ADVISORS LLC | 14,440 | $1M | 0.1% | 2026-Q2 |
| Mariner, LLC added | 14,407 | $1M | 0.1% | 2026-Q2 |
| Paragon Private Wealth Management, LLC | 14,265 | $1M | 0.1% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC | 14,224 | $1M | 0.1% | 2026-Q2 |
| JNBA Financial Advisors trimmed | 13,332 | $1M | 0.1% | 2026-Q2 |
| FIFTH THIRD BANCORP trimmed | 13,162 | $997K | 0.1% | 2026-Q2 |
| Institute for Wealth Management, LLC. trimmed | 13,152 | $997K | 0.1% | 2026-Q2 |
| HOWARD WEALTH MANAGEMENT, LLC | 12,872 | $975K | 0.1% | 2026-Q2 |
| CONDOR CAPITAL MANAGEMENT | 12,672 | $960K | 0.1% | 2026-Q2 |
| Cornerstone Wealth Management, LLC trimmed | 11,799 | $894K | 0.1% | 2026-Q2 |
| Wealthspire Retirement, LLC trimmed | 11,292 | $856K | 0.1% | 2026-Q2 |
| Lido Advisors, LLC trimmed | 11,199 | $849K | 0.1% | 2026-Q2 |
| STIFEL FINANCIAL CORP trimmed | 10,912 | $827K | 0.1% | 2026-Q2 |
| MSH Capital Advisors LLC | 10,387 | $787K | 0.1% | 2026-Q2 |
| CITADEL ADVISORS LLC new | 10,380 | $786K | 0.1% | 2026-Q2 |
| Retirement Investment Advisors, Inc. trimmed | 10,368 | $814K | 0.1% | 2026-Q2 |
| Armbruster Capital Management, Inc. | 10,117 | $767K | 0.1% | 2026-Q2 |
| SimpliFi, Inc. added | 9,853 | $747K | 0.1% | 2026-Q2 |
| BENJAMIN EDWARDS INC | 9,808 | $743K | 0.1% | 2026-Q2 |
| OPPENHEIMER & CO INC | 9,545 | $723K | 0.1% | 2026-Q2 |
| HARMONY ASSET MANAGEMENT LLC added | 8,610 | $652K | 0.1% | 2026-Q2 |
| Clearstead Advisors, LLC added | 8,172 | $619K | 0.1% | 2026-Q2 |
| BlackRock, Inc. added | 8,071 | $612K | 0.1% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 7,834 | $594K | 0.1% | 2026-Q2 |
| Stonebridge Wealth Management, LLC added | 7,606 | $576K | 0.1% | 2026-Q2 |
| First Heartland Consultants, Inc. added | 7,280 | $552K | 0.1% | 2026-Q2 |
| Wescott Financial Advisory Group, LLC | 7,119 | $539K | 0.1% | 2026-Q2 |
| Atria Investments, Inc added | 6,825 | $517K | 0.0% | 2026-Q2 |
| RDA Financial Network | 6,800 | $515K | 0.0% | 2026-Q2 |
| Strategic Investment Advisors / MI trimmed | 6,750 | $511K | 0.0% | 2026-Q2 |
| TCTC Holdings, LLC | 6,547 | $496K | 0.0% | 2026-Q2 |
| MCF Advisors LLC | 6,500 | $493K | 0.0% | 2026-Q2 |
| Geneos Wealth Management Inc. added | 6,359 | $482K | 0.0% | 2026-Q2 |
| Wedmont Private Capital | 6,223 | $485K | 0.0% | 2026-Q2 |
| Rockwood Wealth Management, LLC | 6,049 | $458K | 0.0% | 2026-Q2 |
| Concurrent Investment Advisors, LLC trimmed | 5,937 | $450K | 0.0% | 2026-Q2 |
| Parker Financial LLC | 5,917 | $448K | 0.0% | 2026-Q2 |
| Pure Financial Advisors, LLC added | 5,917 | $448K | 0.0% | 2026-Q2 |
| EARNED WEALTH ADVISORS, LLC | 5,825 | $441K | 0.0% | 2026-Q2 |
| HighPoint Advisor Group LLC added | 5,810 | $440K | 0.0% | 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.