158 tracked 13F filers disclose a position in PWV as of the latest SEC 13F filings, a combined $900.5M 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 | MORGAN STANLEY | $246.2M | 3.5M | ▼−2.3% Reduced · −85K sh | Q1 2026 | |
| 2 | LPL Financial LLC | $142.2M | 2.0M | ▲+11% Added · +194K sh | Q1 2026 | |
| 3 | BANK OF AMERICA CORP /DE/ | $57.2M | 821K | ▲+1.6% Added · +13K sh | Q1 2026 | |
| 4 | RAYMOND JAMES FINANCIAL INC | $37.6M | 540K | ▲+17% Added · +80K sh | Q1 2026 | |
| 5 | PNC FINANCIAL SERVICES GROUP, INC. | $36.2M | 520K | ▼−7.7% Reduced · −43K sh | Q1 2026 | |
| 6 | UBS Group AG | $32.4M | 465K | ▼−4.0% Reduced · −20K sh | Q1 2026 | |
| 7 | Arkadios Wealth Advisors | $27.0M | 387K | ▲+141% Added · +226K sh | Q1 2026 | |
| 8 | COMMONWEALTH EQUITY SERVICES, LLC | $23.5M | 337K | ▼−35% Reduced · −178K sh | Q1 2026 | |
| 9 | IAG Wealth Partners, LLC | $25.0M | 330K | ▲+2.2% Added · +7K sh | Q2 2026 | |
| 10 | Atlas Private Wealth Advisors | $18.7M | 247K | ▲+3.1% Added · +7K sh | Q2 2026 | |
| 11 | Stratos Investment Management, LLC | $14.7M | 211K | ▲+38% Added · +58K sh | Q1 2026 | |
| 12 | SPWM Advisors LLC | $16.1M | 205K | ▲+16% Added · +29K sh | Q2 2026 | |
| 13 | ENVESTNET ASSET MANAGEMENT INC | $14.2M | 204K | ▼−1.7% Reduced · −4K sh | Q1 2026 | |
| 14 | WELLS FARGO & COMPANY/MN | $11.3M | 162K | ▼−2.6% Reduced · −4K sh | Q1 2026 | |
| 15 | CULLEN/FROST BANKERS, INC. | $12.2M | 162K | ▼−1.2% Reduced · −2K sh | Q2 2026 | |
| 16 | Kestra Advisory Services, LLC | $12.2M | 161K | ▼−3.6% Reduced · −6K sh | Q2 2026 | |
| 17 | Wharton Business Group, LLC | $10.8M | 156K | ▼−4.4% Reduced · −7K sh | Q1 2026 | |
| 18 | Regal Investment Advisors LLC | $9.6M | 137K | ▲+1.1% Added · +1K sh | Q1 2026 | |
| 19 | ROYAL BANK OF CANADA | $9.2M | 132K | ▼−6.3% Reduced · −9K sh | Q1 2026 | |
| 20 | Rockefeller Capital Management L.P. | $8.8M | 126K | ▼−5.3% Reduced · −7K sh | Q1 2026 | |
| 21 | OSAIC HOLDINGS, INC. | $7.9M | 113K | ▲+6.2% Added · +7K sh | Q1 2026 | |
| 22 | Equitable Holdings, Inc. | $7.1M | 107K | ▲+1.2% Added · +1K sh | Q1 2026 | |
| 23 | Stonebridge Financial Group, LLC | $7.7M | 101K | ▼−0.7% Reduced · −729 sh | Q2 2026 | |
| 24 | Private Advisor Group, LLC | $7.1M | 93K | ▼−1.7% Reduced · −2K sh | Q2 2026 | |
| 25 | Cetera Investment Advisers | $6.0M | 86K | ▼−1.6% Reduced · −1K sh | 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 PWV and 18 added to an existing one, while 11 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 | 75 funds | $52.2B |
| MICROSOFT CORPMSFT | 74 funds | $48.0B |
| AMAZON.COM INCAMZN | 73 funds | $33.2B |
| NVIDIA CORPNVDA | 72 funds | $64.1B |
| ALPHABET INC-CL CGOOG | 72 funds | $18.7B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 72 funds | $4.5B |
| INVESCO QQQ TRUST SERIES 1QQQ | 71 funds | $2.9B |
| ALPHABET INC-CL AGOOGL | 70 funds | $29.0B |
| META PLATFORMS INC-CLASS AMETA | 70 funds | $16.2B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 70 funds | $7.6B |
| COSTCO WHOLESALE CORPCOST | 70 funds | $6.6B |
| BROADCOM INCAVGO | 69 funds | $26.3B |
Ranked by how many of PWV's institutional holders also hold each name, a cross-fund conviction signal.
| Class | 13F holders | Value held |
|---|---|---|
| RSPmc | 1710 funds | $50.9B |
| SPHQmc | 632 funds | $10.3B |
| PRFmc | 476 funds | $4.7B |
| PPAmc | 466 funds | $4.0B |
| XLGmc | 452 funds | $4.0B |
| RSPTcs | 376 funds | $1.7B |
| XMMOmc | 359 funds | $3.7B |
| XMHQmc | 331 funds | $3.1B |
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 PWV
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/PWV/capital-change-brief"
Use Arkolith's capital_change_brief for PWV. 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 PWV. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.