PVAL

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$52.48

-0.52 (-0.98%)

USD · as of 2026-07-29 · marketstack

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Institutional ownership· 13F filers holding PVAL · 2026-Q1 methodology → sources →

313 holders

% of shares outstanding held

—

Shares held (13F)

160,820,688

Reporting holders

313

Top holders

largest 100 of 313 · Δ vs 2025-Q4

#	Holder	Shares	Value	% of shares out	Δ QoQ
1	BANK OF AMERICA CORP /DE/	35,914,62935.9M	$1.7B	—	ADD 48%
2	MORGAN STANLEY	14,118,16114.1M	$655M	—	ADD 48%
3	Cetera Investment Advisers	8,337,1558.3M	$387M	—	ADD 22%
4	Cullen/Frost Bankers, Inc.	7,723,8447.7M	$358M	—	ADD 13%
5	GLENMEDE TRUST CO NA	7,154,2857.2M	$332M	—	ADD 11%
6	COMMONWEALTH EQUITY SERVICES, LLC	6,662,3486.7M	$309M	—	ADD 30%
7	UBS Group AG	5,591,3725.6M	$259M	—	ADD 11%
8	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	5,490,9945.5M	$255M	—	ADD 19%
9	ENVESTNET ASSET MANAGEMENT INC	4,638,6264.6M	$215M	—	ADD 14%
10	CWM, LLC	3,343,1543.3M	$155M	—	ADD 3%
11	WELLS FARGO & COMPANY/MN	2,688,5772.7M	$125M	—	ADD 76%
12	Modern Wealth Management, LLC	2,304,8072.3M	$107M	—	ADD 16%
13	STIFEL FINANCIAL CORP	2,297,5812.3M	$107M	—	ADD 6%
14	Allegheny Financial Group	2,281,8752.3M	$106M	—	ADD 15%
15	Amplius Wealth Advisors, LLC	1,978,4562.0M	$92M	—	TRIM -3%
16	Cambridge Investment Research Advisors, Inc.	1,860,5871.9M	$86M	—	ADD 18%
17	Opal Wealth Advisors, LLC	1,568,6371.6M	$73M	—	—
18	HighTower Advisors, LLC	1,312,6531.3M	$61M	—	ADD 7%
19	Kestra Advisory Services, LLC	1,307,9341.3M	$61M	—	ADD 37%
20	Corient Private Wealth LLC	1,252,4421.3M	$58M	—	TRIM -43%
21	LPL Financial LLC	1,247,6901.2M	$58M	—	ADD 61%
22	Sanctuary Advisors, LLC	1,183,8841.2M	$55M	—	ADD 19%
23	Capital Analysts, LLC	1,090,3361.1M	$51M	—	ADD 16%
24	Bleakley Financial Group, LLC	1,029,5201.0M	$48M	—	ADD 32%
25	JONES FINANCIAL COMPANIES LLLP	1,037,4581.0M	$47M	—	ADD 107%
26	Wealthspire Advisors, LLC	975,073975,073	$45M	—	ADD 17%
27	AUCTUS ADVISORS LLC	949,617949,617	$44M	—	—
28	Drake & Associates, LLC	894,065894,065	$41M	—	ADD 12%
29	RFG Advisory, LLC	880,823880,823	$41M	—	ADD 16%
30	Harbor Group, Inc.	860,780860,780	$40M	—	—
31	Geneos Wealth Management Inc.	850,637850,637	$39M	—	ADD 3%
32	HANCOCK WHITNEY CORP	760,468760,468	$38M	—	ADD 13%
33	Embree Financial Group	764,982764,982	$35M	—	ADD 26%
34	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	699,896699,896	$33M	—	TRIM -31%
35	Arete Wealth Advisors, LLC	701,242701,242	$33M	—	ADD 13%
36	SAX WEALTH ADVISORS, LLC	682,631682,631	$31M	—	—
37	Rockefeller Capital Management L.P.	642,679642,679	$30M	—	ADD 17%
38	MML INVESTORS SERVICES, LLC	628,489628,489	$29M	—	—
39	OneDigital Investment Advisors LLC	572,416572,416	$27M	—	ADD 17%
40	AdvisorNet Financial, Inc	564,219564,219	$26M	—	ADD 7%
41	Sowa Financial Group, Inc.	561,792561,792	$26M	—	—
42	TRUIST FINANCIAL CORP	550,935550,935	$26M	—	ADD 23%
43	Steward Partners Investment Advisory, LLC	518,073518,073	$24M	—	ADD 43%
44	BAKER TILLY WEALTH MANAGEMENT, LLC	515,765515,765	$24M	—	ADD 12%
45	Baird Financial Group, Inc.	492,201492,201	$23M	—	ADD 13%
46	Piedmont Capital Management, LLC	486,775486,775	$23M	—	NEW
47	Towneley Capital Management, Inc / DE	432,937432,937	$20M	—	—
48	Aurdan Capital Management, LLC	431,563431,563	$20M	—	ADD 17%
49	M&T Bank Corp	418,153418,153	$19M	—	ADD 4%
50	Frontier Asset Management, LLC	412,164412,164	$19M	—	ADD 52%
51	Retirement Management Systems Inc.	411,588411,588	$19M	—	ADD 41%
52	OSAIC HOLDINGS, INC.	405,747405,747	$19M	—	ADD 316%
53	SILVER OAK SECURITIES, INCORPORATED	404,335404,335	$19M	—	—
54	Dogwood Wealth Management LLC	394,076394,076	$18M	—	ADD 7%
55	Weil Company, Inc.	393,850393,850	$18M	—	ADD 10%
56	Atria Investments, Inc	392,789392,789	$18M	—	ADD 72%
57	BridgePort Financial Solutions, LLC	378,033378,033	$18M	—	ADD 6%
58	Redhawk Wealth Advisors, Inc.	375,296375,296	$17M	—	ADD 25%
59	MAI Capital Management	375,022375,022	$17M	—	ADD 61%
60	Keystone Financial Services, LLC	371,324371,324	$17M	—	ADD 4%
61	Able Wealth Management LLC	352,075352,075	$16M	—	ADD 31%
62	Snowden Capital Advisors LLC	350,034350,034	$16M	—	—
63	Marks Group Wealth Management, Inc	349,180349,180	$16M	—	ADD 1509%
64	Bucket List Wealth Management, LLC	345,536345,536	$16M	—	NEW
65	Haverford Trust Co	336,129336,129	$16M	—	ADD 8%
66	Cooper Financial Group	335,527335,527	$16M	—	TRIM -22%
67	IVC Wealth Advisors LLC	321,032321,032	$15M	—	ADD 3%
68	CENTRAL TRUST Co	302,609302,609	$14M	—	TRIM -2%
69	Colonial River Investments, LLC	299,500299,500	$14M	—	NEW
70	KESTRA PRIVATE WEALTH SERVICES, LLC	294,122294,122	$14M	—	ADD 74%
71	Coign Capital Advisors LLC	288,490288,490	$13M	—	ADD 2%
72	Valmark Advisers, Inc.	288,428288,428	$13M	—	ADD 173%
73	Brookstone Capital Management	279,343279,343	$13M	—	NEW
74	Stratos Investment Management, LLC	272,146272,146	$13M	—	ADD 54%
75	Smartleaf Asset Management LLC	265,281265,281	$12M	—	TRIM -3%
76	Qube Research & Technologies Ltd	257,572257,572	$12M	—	ADD 284%
77	Rollins Financial Advisors, LLC	255,954255,954	$12M	—	ADD 22%
78	Trademark Financial Management, LLC	244,265244,265	$11M	—	ADD 22%
79	Patriot Financial Group Insurance Agency, LLC	243,866243,866	$11M	—	ADD 87%
80	HARBOUR INVESTMENTS, INC.	241,417241,417	$11M	—	ADD 40%
81	FORT WASHINGTON INVESTMENT ADVISORS INC /OH/	238,567238,567	$11M	—	NEW
82	PNC FINANCIAL SERVICES GROUP, INC.	230,997230,997	$11M	—	ADD 13%
83	Integrated Advisors Network LLC	226,160226,160	$10M	—	TRIM -2%
84	JPMORGAN CHASE & CO	228,189228,189	$10M	—	ADD 42%
85	CASTLE WEALTH MANAGEMENT LLC	222,590222,590	$10M	—	ADD 4%
86	CENTAURUS FINANCIAL, INC.	220,389220,389	$10M	—	NEW
87	MGO ONE SEVEN LLC	217,567217,567	$10M	—	ADD 138%
88	Merit Financial Group, LLC	215,034215,034	$10M	—	ADD 87%
89	Key Client Fiduciary Advisors, LLC	207,134207,134	$10M	—	ADD 54%
90	StoneCrest Wealth Management, Inc.	204,914204,914	$10M	—	—
91	Visionary Wealth Advisors	195,878195,878	$9M	—	—
92	DIVERSIFY WEALTH MANAGEMENT, LLC	183,588183,588	$9M	—	NEW
93	ROBINSON SMITH WEALTH ADVISORS LLC	188,877188,877	$9M	—	ADD 252%
94	U.S. Capital Wealth Advisors, LLC	185,593185,593	$9M	—	ADD 11%
95	Horizon Family Wealth, Inc.	184,663184,663	$9M	—	ADD 102%
96	Green Ridge Wealth Planning LLC	177,483177,483	$8M	—	NEW
97	Tower Wealth Partners, Inc.	175,757175,757	$8M	—	ADD 163%
98	Foundry Financial Group, Inc.	166,953166,953	$8M	—	—
99	Midwest Capital Advisors, LLC	164,664164,664	$8M	—	ADD 27%
100	New England Private Wealth Advisors LLC	159,652159,652	$7M	—	ADD 16%

Rows rank by the value each filer reported — 13F filers price their own positions, so a holder with fewer shares can rank just above one with more.

Holder trends· top 15 holders · shares held over 6 quarters

green added · red trimmed

Holder

2024-Q4

2025-Q1

2025-Q2

2025-Q3

2025-Q4

2026-Q1

Latest value

BANK OF AMERICA CORP /DE/

5.7M

8.5M

10.2M

12.4M

24.2M

35.9M

$1.7B

MORGAN STANLEY

2.4M

5.0M

5.4M

7.7M

9.6M

14.1M

$655M

Cetera Investment Advisers

2.3M

2.8M

3.6M

5.4M

6.9M

8.3M

$387M

Cullen/Frost Bankers, Inc.

—

2.5M

5.8M

6.9M

7.7M

$358M

GLENMEDE TRUST CO NA

3.8M

4.5M

—

6.4M

7.2M

$332M

COMMONWEALTH EQUITY SERVICES, LLC

1.2M

3.8M

4.4M

4.9M

5.1M

6.7M

$309M

UBS Group AG

2.9M

3.8M

4.4M

4.6M

5.0M

5.6M

$259M

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

1.4M

1.7M

3.6M

4.2M

4.6M

5.5M

$255M

ENVESTNET ASSET MANAGEMENT INC

435K

1.0M

1.1M

3.9M

4.1M

4.6M

$215M

CWM, LLC

1.7M

1.9M

2.6M

3.1M

3.2M

3.3M

$155M

WELLS FARGO & COMPANY/MN

112

406K

841K

1.5M

2.7M

$125M

Modern Wealth Management, LLC

—

512K

618K

1.2M

2.0M

2.3M

$107M

STIFEL FINANCIAL CORP

1.1M

2.0M

2.1M

2.2M

2.3M

$107M

Allegheny Financial Group

346K

512K

988K

1.4M

2.0M

2.3M

$106M

Amplius Wealth Advisors, LLC

1.7M

1.9M

2.0M

$92M

Shares reported each quarter by the largest current holders. Green = added vs the prior filing, red = trimmed, grey = roughly held; a dash is a quarter with no 13F on file (a gap is skipped, not read as an exit). 13F is filed up to 45 days after quarter-end. Up to 40 quarters (10 years) available — use the selector above.

Institutional footprint by quarter

Holder count only — too few computable %-of-shares-outstanding quarters for a % pane. Line breaks are quarters with no 13F record, never interpolated.

Quarter	Holders	Shares held	% shares out	Value held
2026-Q1	313	160,820,688	—	$7.4B
2025-Q4	260	128,912,156	—	$5.9B
2025-Q3	200	93,622,484	—	$4.0B
2025-Q2	171	71,751,521	—	$2.9B
2025-Q1	147	53,783,185	—	$2.0B
2024-Q4	118	36,003,460	—	$1.3B
2024-Q3	96	25,320,516	—	$961M
2024-Q2	63	13,976,686	—	$507M
2024-Q1	38	8,214,240	—	$293M
2023-Q4	34	5,948,255	—	$188M
2023-Q3	26	5,477,497	—	$160M
2023-Q2	20	4,581,633	—	$135M
2023-Q1	22

Short interest has its own tab now — open SI →

Source: SEC Form 13F — every institution manager (≥ $100M in 13F securities) reporting a long US-listed position, across ~10,250 filers over 10 years of history. 13F is long-only, US-listed, filed up to 45 days after quarter-end.

Institutional ownership· 13F filers holding PVAL · 2026-Q1 methodology → sources →

313 holders

% of shares outstanding held

—

Shares held (13F)

160,820,688

Reporting holders

313

Top holders

largest 100 of 313 · Δ vs 2025-Q4

#	Holder	Shares	Value	% of shares out	Δ QoQ
1	BANK OF AMERICA CORP /DE/	35,914,62935.9M	$1.7B	—	ADD 48%
2	MORGAN STANLEY	14,118,16114.1M	$655M	—	ADD 48%
3	Cetera Investment Advisers	8,337,1558.3M	$387M	—	ADD 22%
4	Cullen/Frost Bankers, Inc.	7,723,8447.7M	$358M	—	ADD 13%
5	GLENMEDE TRUST CO NA	7,154,2857.2M	$332M	—	ADD 11%
6	COMMONWEALTH EQUITY SERVICES, LLC	6,662,3486.7M	$309M	—	ADD 30%
7	UBS Group AG	5,591,3725.6M	$259M	—	ADD 11%
8	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	5,490,9945.5M	$255M	—	ADD 19%
9	ENVESTNET ASSET MANAGEMENT INC	4,638,6264.6M	$215M	—	ADD 14%
10	CWM, LLC	3,343,1543.3M	$155M	—	ADD 3%
11	WELLS FARGO & COMPANY/MN	2,688,5772.7M	$125M	—	ADD 76%
12	Modern Wealth Management, LLC	2,304,8072.3M	$107M	—	ADD 16%
13	STIFEL FINANCIAL CORP	2,297,5812.3M	$107M	—	ADD 6%
14	Allegheny Financial Group	2,281,8752.3M	$106M	—	ADD 15%
15	Amplius Wealth Advisors, LLC	1,978,4562.0M	$92M	—	TRIM -3%
16	Cambridge Investment Research Advisors, Inc.	1,860,5871.9M	$86M	—	ADD 18%
17	Opal Wealth Advisors, LLC	1,568,6371.6M	$73M	—	—
18	HighTower Advisors, LLC	1,312,6531.3M	$61M	—	ADD 7%
19	Kestra Advisory Services, LLC	1,307,9341.3M	$61M	—	ADD 37%
20	Corient Private Wealth LLC	1,252,4421.3M	$58M	—	TRIM -43%
21	LPL Financial LLC	1,247,6901.2M	$58M	—	ADD 61%
22	Sanctuary Advisors, LLC	1,183,8841.2M	$55M	—	ADD 19%
23	Capital Analysts, LLC	1,090,3361.1M	$51M	—	ADD 16%
24	Bleakley Financial Group, LLC	1,029,5201.0M	$48M	—	ADD 32%
25	JONES FINANCIAL COMPANIES LLLP	1,037,4581.0M	$47M	—	ADD 107%
26	Wealthspire Advisors, LLC	975,073975,073	$45M	—	ADD 17%
27	AUCTUS ADVISORS LLC	949,617949,617	$44M	—	—
28	Drake & Associates, LLC	894,065894,065	$41M	—	ADD 12%
29	RFG Advisory, LLC	880,823880,823	$41M	—	ADD 16%
30	Harbor Group, Inc.	860,780860,780	$40M	—	—
31	Geneos Wealth Management Inc.	850,637850,637	$39M	—	ADD 3%
32	HANCOCK WHITNEY CORP	760,468760,468	$38M	—	ADD 13%
33	Embree Financial Group	764,982764,982	$35M	—	ADD 26%
34	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	699,896699,896	$33M	—	TRIM -31%
35	Arete Wealth Advisors, LLC	701,242701,242	$33M	—	ADD 13%
36	SAX WEALTH ADVISORS, LLC	682,631682,631	$31M	—	—
37	Rockefeller Capital Management L.P.	642,679642,679	$30M	—	ADD 17%
38	MML INVESTORS SERVICES, LLC	628,489628,489	$29M	—	—
39	OneDigital Investment Advisors LLC	572,416572,416	$27M	—	ADD 17%
40	AdvisorNet Financial, Inc	564,219564,219	$26M	—	ADD 7%
41	Sowa Financial Group, Inc.	561,792561,792	$26M	—	—
42	TRUIST FINANCIAL CORP	550,935550,935	$26M	—	ADD 23%
43	Steward Partners Investment Advisory, LLC	518,073518,073	$24M	—	ADD 43%
44	BAKER TILLY WEALTH MANAGEMENT, LLC	515,765515,765	$24M	—	ADD 12%
45	Baird Financial Group, Inc.	492,201492,201	$23M	—	ADD 13%
46	Piedmont Capital Management, LLC	486,775486,775	$23M	—	NEW
47	Towneley Capital Management, Inc / DE	432,937432,937	$20M	—	—
48	Aurdan Capital Management, LLC	431,563431,563	$20M	—	ADD 17%
49	M&T Bank Corp	418,153418,153	$19M	—	ADD 4%
50	Frontier Asset Management, LLC	412,164412,164	$19M	—	ADD 52%
51	Retirement Management Systems Inc.	411,588411,588	$19M	—	ADD 41%
52	OSAIC HOLDINGS, INC.	405,747405,747	$19M	—	ADD 316%
53	SILVER OAK SECURITIES, INCORPORATED	404,335404,335	$19M	—	—
54	Dogwood Wealth Management LLC	394,076394,076	$18M	—	ADD 7%
55	Weil Company, Inc.	393,850393,850	$18M	—	ADD 10%
56	Atria Investments, Inc	392,789392,789	$18M	—	ADD 72%
57	BridgePort Financial Solutions, LLC	378,033378,033	$18M	—	ADD 6%
58	Redhawk Wealth Advisors, Inc.	375,296375,296	$17M	—	ADD 25%
59	MAI Capital Management	375,022375,022	$17M	—	ADD 61%
60	Keystone Financial Services, LLC	371,324371,324	$17M	—	ADD 4%
61	Able Wealth Management LLC	352,075352,075	$16M	—	ADD 31%
62	Snowden Capital Advisors LLC	350,034350,034	$16M	—	—
63	Marks Group Wealth Management, Inc	349,180349,180	$16M	—	ADD 1509%
64	Bucket List Wealth Management, LLC	345,536345,536	$16M	—	NEW
65	Haverford Trust Co	336,129336,129	$16M	—	ADD 8%
66	Cooper Financial Group	335,527335,527	$16M	—	TRIM -22%
67	IVC Wealth Advisors LLC	321,032321,032	$15M	—	ADD 3%
68	CENTRAL TRUST Co	302,609302,609	$14M	—	TRIM -2%
69	Colonial River Investments, LLC	299,500299,500	$14M	—	NEW
70	KESTRA PRIVATE WEALTH SERVICES, LLC	294,122294,122	$14M	—	ADD 74%
71	Coign Capital Advisors LLC	288,490288,490	$13M	—	ADD 2%
72	Valmark Advisers, Inc.	288,428288,428	$13M	—	ADD 173%
73	Brookstone Capital Management	279,343279,343	$13M	—	NEW
74	Stratos Investment Management, LLC	272,146272,146	$13M	—	ADD 54%
75	Smartleaf Asset Management LLC	265,281265,281	$12M	—	TRIM -3%
76	Qube Research & Technologies Ltd	257,572257,572	$12M	—	ADD 284%
77	Rollins Financial Advisors, LLC	255,954255,954	$12M	—	ADD 22%
78	Trademark Financial Management, LLC	244,265244,265	$11M	—	ADD 22%
79	Patriot Financial Group Insurance Agency, LLC	243,866243,866	$11M	—	ADD 87%
80	HARBOUR INVESTMENTS, INC.	241,417241,417	$11M	—	ADD 40%
81	FORT WASHINGTON INVESTMENT ADVISORS INC /OH/	238,567238,567	$11M	—	NEW
82	PNC FINANCIAL SERVICES GROUP, INC.	230,997230,997	$11M	—	ADD 13%
83	Integrated Advisors Network LLC	226,160226,160	$10M	—	TRIM -2%
84	JPMORGAN CHASE & CO	228,189228,189	$10M	—	ADD 42%
85	CASTLE WEALTH MANAGEMENT LLC	222,590222,590	$10M	—	ADD 4%
86	CENTAURUS FINANCIAL, INC.	220,389220,389	$10M	—	NEW
87	MGO ONE SEVEN LLC	217,567217,567	$10M	—	ADD 138%
88	Merit Financial Group, LLC	215,034215,034	$10M	—	ADD 87%
89	Key Client Fiduciary Advisors, LLC	207,134207,134	$10M	—	ADD 54%
90	StoneCrest Wealth Management, Inc.	204,914204,914	$10M	—	—
91	Visionary Wealth Advisors	195,878195,878	$9M	—	—
92	DIVERSIFY WEALTH MANAGEMENT, LLC	183,588183,588	$9M	—	NEW
93	ROBINSON SMITH WEALTH ADVISORS LLC	188,877188,877	$9M	—	ADD 252%
94	U.S. Capital Wealth Advisors, LLC	185,593185,593	$9M	—	ADD 11%
95	Horizon Family Wealth, Inc.	184,663184,663	$9M	—	ADD 102%
96	Green Ridge Wealth Planning LLC	177,483177,483	$8M	—	NEW
97	Tower Wealth Partners, Inc.	175,757175,757	$8M	—	ADD 163%
98	Foundry Financial Group, Inc.	166,953166,953	$8M	—	—
99	Midwest Capital Advisors, LLC	164,664164,664	$8M	—	ADD 27%
100	New England Private Wealth Advisors LLC	159,652159,652	$7M	—	ADD 16%

Rows rank by the value each filer reported — 13F filers price their own positions, so a holder with fewer shares can rank just above one with more.

Holder trends· top 15 holders · shares held over 6 quarters

green added · red trimmed

Holder

2024-Q4

2025-Q1

2025-Q2

2025-Q3

2025-Q4

2026-Q1

Latest value

BANK OF AMERICA CORP /DE/

5.7M

8.5M

10.2M

12.4M

24.2M

35.9M

$1.7B

MORGAN STANLEY

2.4M

5.0M

5.4M

7.7M

9.6M

14.1M

$655M

Cetera Investment Advisers

2.3M

2.8M

3.6M

5.4M

6.9M

8.3M

$387M

Cullen/Frost Bankers, Inc.

—

2.5M

5.8M

6.9M

7.7M

$358M

GLENMEDE TRUST CO NA

3.8M

4.5M

—

6.4M

7.2M

$332M

COMMONWEALTH EQUITY SERVICES, LLC

1.2M

3.8M

4.4M

4.9M

5.1M

6.7M

$309M

UBS Group AG

2.9M

3.8M

4.4M

4.6M

5.0M

5.6M

$259M

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

1.4M

1.7M

3.6M

4.2M

4.6M

5.5M

$255M

ENVESTNET ASSET MANAGEMENT INC

435K

1.0M

1.1M

3.9M

4.1M

4.6M

$215M

CWM, LLC

1.7M

1.9M

2.6M

3.1M

3.2M

3.3M

$155M

WELLS FARGO & COMPANY/MN

112

406K

841K

1.5M

2.7M

$125M

Modern Wealth Management, LLC

—

512K

618K

1.2M

2.0M

2.3M

$107M

STIFEL FINANCIAL CORP

1.1M

2.0M

2.1M

2.2M

2.3M

$107M

Allegheny Financial Group

346K

512K

988K

1.4M

2.0M

2.3M

$106M

Amplius Wealth Advisors, LLC

1.7M

1.9M

2.0M

$92M

Institutional footprint by quarter

Holder count only — too few computable %-of-shares-outstanding quarters for a % pane. Line breaks are quarters with no 13F record, never interpolated.

Quarter	Holders	Shares held	% shares out	Value held
2026-Q1	313	160,820,688	—	$7.4B
2025-Q4	260	128,912,156	—	$5.9B
2025-Q3	200	93,622,484	—	$4.0B
2025-Q2	171	71,751,521	—	$2.9B
2025-Q1	147	53,783,185	—	$2.0B
2024-Q4	118	36,003,460	—	$1.3B
2024-Q3	96	25,320,516	—	$961M
2024-Q2	63	13,976,686	—	$507M
2024-Q1	38	8,214,240	—	$293M
2023-Q4	34	5,948,255	—	$188M
2023-Q3	26	5,477,497	—	$160M
2023-Q2	20	4,581,633	—	$135M
2023-Q1	22

Short interest has its own tab now — open SI →

PVAL☆

Institutional ownership· 13F filers holding PVAL · 2026-Q1 methodology → sources →

Top holders

Holder trends· top 15 holders · shares held over 6 quarters

Institutional footprint by quarter

Institutional ownership· 13F filers holding PVAL · 2026-Q1 methodology → sources →

Top holders

Holder trends· top 15 holders · shares held over 6 quarters

Institutional footprint by quarter

PVAL