342 tracked 13F filers disclose a position in PVAL as of the latest SEC 13F filings, a combined $8.0B in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE/ | $1.7B | 35.9M | ▲+48% Added · +11.7M sh | Q1 2026 | |
| 2 | MORGAN STANLEY | $655.1M | 14.1M | ▲+48% Added · +4.6M sh | Q1 2026 | |
| 3 | CULLEN/FROST BANKERS, INC. | $438.7M | 8.6M | ▲+11% Added · +886K sh | Q2 2026 | |
| 4 | Cetera Investment Advisers | $386.8M | 8.3M | ▲+22% Added · +1.5M sh | Q1 2026 | |
| 5 | GLENMEDE TRUST CO NA | $369.9M | 7.3M | ▲+1.5% Added · +105K sh | Q2 2026 | |
| 6 | COMMONWEALTH EQUITY SERVICES, LLC | $309.1M | 6.7M | ▲+30% Added · +1.5M sh | Q1 2026 | |
| 7 | UBS Group AG | $259.4M | 5.6M | ▲+11% Added · +554K sh | Q1 2026 | |
| 8 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $254.8M | 5.5M | ▲+19% Added · +887K sh | Q1 2026 | |
| 9 | ENVESTNET ASSET MANAGEMENT INC | $215.2M | 4.6M | ▲+14% Added · +580K sh | Q1 2026 | |
| 10 | CWM, LLC | $155.1M | 3.3M | ▲+2.9% Added · +94K sh | Q1 2026 | |
| 11 | WELLS FARGO & COMPANY/MN | $124.7M | 2.7M | ▲+76% Added · +1.2M sh | Q1 2026 | |
| 12 | Allegheny Financial Group | $132.9M | 2.6M | ▲+14% Added · +327K sh | Q2 2026 | |
| 13 | Modern Wealth Management, LLC | $107.3M | 2.3M | ▲+16% Added · +320K sh | Q1 2026 | |
| 14 | STIFEL FINANCIAL CORP | $106.6M | 2.3M | ▲+6.4% Added · +139K sh | Q1 2026 | |
| 15 | Amplius Wealth Advisors, LLC | $103.8M | 2.0M | ▲+3.0% Added · +60K sh | Q2 2026 | |
| 16 | Opal Wealth Advisors, LLC | $79.6M | 1.6M | ▼−0.4% Reduced · −6K sh | Q2 2026 | |
| 17 | Oak Barrel Wealth Advisory LLC | $73.5M | 1.4M | ▲+21% Added · +252K sh | Q2 2026 | |
| 18 | Kestra Advisory Services, LLC | $71.0M | 1.4M | ▲+6.5% Added · +85K sh | Q2 2026 | |
| 19 | HighTower Advisors, LLC | $60.9M | 1.3M | ▲+6.8% Added · +84K sh | Q1 2026 | |
| 20 | Sanctuary Advisors, LLC | $65.1M | 1.3M | ▲+7.9% Added · +93K sh | Q2 2026 | |
| 21 | Corient Private Wealth LLC | $58.1M | 1.3M | ▲+14% Added · +152K sh | Q1 2026 | |
| 22 | LPL Financial LLC | $57.9M | 1.2M | ▲+61% Added · +472K sh | Q1 2026 | |
| 23 | Bleakley Financial Group, LLC | $54.7M | 1.1M | ▲+4.3% Added · +45K sh | Q2 2026 | |
| 24 | JONES FINANCIAL COMPANIES LLLP | $47.3M | 1.0M | ▲+107% Added · +537K sh | Q1 2026 | |
| 25 | RFG Advisory, LLC | $51.6M | 1.0M | ▲+15% Added · +131K sh | Q2 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, 3 funds opened a new position in PVAL and 34 added to an existing one, while 7 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Combined value |
|---|---|---|
| APPLE INCAAPL | 174 funds | $69.8B |
| NVIDIA CORPNVDA | 173 funds | $84.2B |
| MICROSOFT CORPMSFT | 173 funds | $61.1B |
| AMAZON.COM INCAMZN | 170 funds | $43.7B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 168 funds | $11.3B |
| ALPHABET INC-CL AGOOGL | 167 funds | $36.4B |
| ALPHABET INC-CL CGOOG | 166 funds | $26.8B |
| JPMORGAN CHASE & COJPM | 166 funds | $18.1B |
| ISHARES CORE S&P 500 ETFIVV | 166 funds | $15.9B |
| BROADCOM INCAVGO | 164 funds | $33.3B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 163 funds | $9.6B |
| VISA INC-CLASS A SHARESV | 161 funds | $14.0B |
Ranked by how many of PVAL's institutional holders also hold each name, a cross-fund conviction signal.
No open-market insider transactions on file yet. Grants, gifts, and exercises live on the full insider page.
| Class | 13F holders | Value held |
|---|---|---|
| PVALthis pagemc | 342 funds | $8.0B |
| FTMHMF Closed and MF Open | 85 funds | $113.7M |
| FTCAMF Closed and MF Open | 83 funds | $62.4M |
| FTMUmc | 78 funds | $49.0M |
| FTNYOTHER | 61 funds | $40.8M |
| FTMAMF Closed and MF Open | 60 funds | $130.5M |
| PBDCUIT EXCHANGE TRADED | 57 funds | $65.8M |
| FTMSmc | 41 funds | $120.6M |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
No filings captured for this ticker in the live stream yet.
Connected entities for PVAL
This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/PVAL/capital-change-brief"
Use Arkolith's capital_change_brief for PVAL. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for PVAL. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.