6 tracked 13F filers disclose a position in PVEX as of the latest SEC 13F filings, a combined $49.4M 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 | AE Wealth Management LLC | $47.3M | 1.7M | ▲+6.8% Added · +109K sh | Q1 2026 | |
| 2 | JANE STREET GROUP, LLC | $1.4M | 51K | ▲+381% Added · +41K sh | Q1 2026 | |
| 3 | Mid-American Wealth Advisory Group, Inc. | $627K | 21K | ▲New +21K sh | Q2 2026 | |
| 4 | UBS Group AG | $32K | 1K | ▲+35% Added · +305 sh | Q1 2026 | |
| 5 | Mosley Wealth Management | $6K | 205 | ▲New +205 sh | Q2 2026 | |
| 6 | Kingdom Financial Group LLC. | $581 | 19 | —Held | 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.
| Company | Co-held by | Combined value |
|---|---|---|
| STERLING CAPITAL ENH CB ETFSCEC | 1 funds | $59.5M |
| ISHARES RUSSELL TOP 200 GROWIWY | 1 funds | $52.7M |
| ISHARES RUSSELL TOP 200 VALUIWX | 1 funds | $34.2M |
| STERLING CAP NATL MB ETFSCNM | 1 funds | $31.6M |
| ISHARES MSCI EAFE VALUE ETFEFV | 1 funds | $17.1M |
| ISHARES RUSSELL MID-CAP VALUIWS | 1 funds | $16.1M |
| ISHARES MSCI EAFE GROWTH ETFEFG | 1 funds | $15.2M |
| ISHARES CORE MSCI EMERGINGIEMG | 1 funds | $14.1M |
| VANGUARD S&P 500 ETFVOO | 1 funds | $10.0M |
| VANGUARD RUSSELL 2000 ETFVTWO | 1 funds | $9.4M |
| ISHARES RUSSELL MID-CAP GROWIWP | 1 funds | $5.4M |
| VANGUARD DIVIDEND APPREC ETFVIG | 1 funds | $4.5M |
Ranked by how many of PVEX's institutional holders also hold each name, a cross-fund conviction signal.
| Class | 13F holders | Value held |
|---|---|---|
| QBERTRUESHARES QUART | 34 funds | $62.8M |
| ONEZTRUESHARES SEASO | 32 funds | $140.8M |
| SEPZTRUESHARES STRUC | 31 funds | $93.3M |
| PAYMSP AU DE IN ETF | 27 funds | $89.9M |
| CEFZRIVERNORTH ACTIV | 27 funds | $13.5M |
| LRNZTRUESHS TECH AI | 26 funds | $6.0M |
| SOVFSOVEREIGNS CAPIT | 23 funds | $71.1M |
| DIVZPOLEN DIVIDEND I | 20 funds | $84.2M |
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 PVEX
This ETF 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/PVEX/capital-change-brief"
Use Arkolith's capital_change_brief for PVEX. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for PVEX. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.