29 tracked 13F filers disclose a position in PVI as of the latest SEC 13F filings, a combined $18.0M 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 | SYKON CAPITAL LLC | $4.1M | 165K | ▲New +165K sh | Q2 2026 | |
| 2 | BANK OF AMERICA CORP /DE/ | $2.8M | 111K | ▼−2.1% Reduced · −2K sh | Q1 2026 | |
| 3 | Wealthcare Advisory Partners LLC | $2.1M | 86K | ▼−25% Reduced · −29K sh | Q2 2026 | |
| 4 | FOUNDATIONS INVESTMENT ADVISORS, LLC | $1.1M | 46K | ▲+21% Added · +8K sh | Q1 2026 | |
| 5 | FLAGSHIP HARBOR ADVISORS, LLC | $982K | 39K | ▲+3.2% Added · +1K sh | Q2 2026 | |
| 6 | LPL Financial LLC | $878K | 35K | ▼−17% Reduced · −7K sh | Q1 2026 | |
| 7 | OSAIC HOLDINGS, INC. | $721K | 29K | ▲+29% Added · +7K sh | Q1 2026 | |
| 8 | Cetera Investment Advisers | $702K | 28K | ▲+1.7% Added · +471 sh | Q1 2026 | |
| 9 | ENVESTNET ASSET MANAGEMENT INC | $664K | 27K | ▲New +27K sh | Q1 2026 | |
| 10 | JANE STREET GROUP, LLC | $434K | 17K | ▲New +17K sh | Q1 2026 | |
| 11 | Avior Wealth Management, LLC | $423K | 17K | ▼−7.2% Reduced · −1K sh | Q1 2026 | |
| 12 | Wealthcare Capital Partners, LLC | $352K | 14K | ▼−23% Reduced · −4K sh | Q2 2026 | |
| 13 | WEALTHCARE CAPITAL MANAGEMENT LLC | $349K | 14K | ▲+0.2% Added · +24 sh | Q2 2026 | |
| 14 | Arkadios Wealth Advisors | $346K | 14K | ▼−19% Reduced · −3K sh | Q2 2026 | |
| 15 | MORGAN STANLEY | $328K | 13K | ▼−62% Reduced · −22K sh | Q1 2026 | |
| 16 | SimpliFi, Inc. | $306K | 12K | ▲+0.6% Added · +68 sh | Q2 2026 | |
| 17 | RAYMOND JAMES FINANCIAL INC | $286K | 12K | —Held | Q1 2026 | |
| 18 | Private Advisor Group, LLC | $246K | 10K | ▲+13% Added · +1K sh | Q2 2026 | |
| 19 | WealthBridge Capital Management, LLC | $227K | 9K | ▲+0.6% Added · +50 sh | Q2 2026 | |
| 20 | Net Worth Advisory Group | $220K | 9K | ▲+0.6% Added · +49 sh | Q2 2026 | |
| 21 | STIFEL FINANCIAL CORP | $216K | 9K | ▼−45% Reduced · −7K sh | Q1 2026 | |
| 22 | Mechanics Financial Corp | $42K | 2K | —Held | Q2 2026 | |
| 23 | Integrated Wealth Concepts LLC | $29K | 1K | ▲New +1K sh | Q2 2026 | |
| 24 | Hurley Capital, LLC | $27K | 1K | ▲+0.5% Added · +5 sh | Q2 2026 | |
| 25 | US BANCORP \DE\ | $27K | 1K | —Held | Q1 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, 1 fund opened a new position in PVI and 7 added to an existing one, while 2 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 |
|---|---|---|
| SS SPDR S&P 500 ETF TRUST-USSPY | 11 funds | $262.1M |
| VANGUARD TOTAL STOCK MKT ETFVTI | 10 funds | $647.3M |
| NVIDIA CORPNVDA | 10 funds | $313.0M |
| APPLE INCAAPL | 10 funds | $278.9M |
| INVESCO QQQ TRUST SERIES 1QQQ | 10 funds | $165.1M |
| MICROSOFT CORPMSFT | 10 funds | $164.4M |
| AMAZON.COM INCAMZN | 10 funds | $152.0M |
| ALPHABET INC-CL AGOOGL | 10 funds | $135.9M |
| JPMORGAN CHASE & COJPM | 10 funds | $117.7M |
| META PLATFORMS INC-CLASS AMETA | 10 funds | $73.6M |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 10 funds | $67.0M |
| ISHARES RUSSELL 2000 ETFIWM | 10 funds | $36.8M |
Ranked by how many of PVI's institutional holders also hold each name, a cross-fund conviction signal.
No filings captured for this ticker in the live stream yet.
Connected entities for PVI
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/PVI/capital-change-brief"
Use Arkolith's capital_change_brief for PVI. 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 PVI. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.