αAlphaSMO

Institutions Holding PVAL (314 holders)

314 institutions currently hold PVAL, ranked below by position value.

View full stock page for PVAL

Key HoldersTotal ValueAvg Weight
BANK OF AMERICA CORP /DE/$1.7B0.12%
MORGAN STANLEY$655.1M0.04%
Cetera Investment Advisers$386.8M0.41%
Cullen/Frost Bankers, Inc.$358.4M4.07%
GLENMEDE TRUST CO NA$332.0M1.63%
COMMONWEALTH EQUITY SERVICES, LLC$309.1M0.43%
UBS Group AG$259.4M0.04%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$254.8M0.16%
ENVESTNET ASSET MANAGEMENT INC$215.2M0.06%
CWM, LLC$155.1M0.41%
WELLS FARGO & COMPANY/MN$124.7M0.02%
Modern Wealth Management, LLC$107.3M1.84%
STIFEL FINANCIAL CORP$106.6M0.10%
Allegheny Financial Group$105.9M14.27%
Amplius Wealth Advisors, LLC$91.8M7.65%
Cambridge Investment Research Advisors, Inc.$86.3M0.22%
Opal Wealth Advisors, LLC$72.8M16.45%
HighTower Advisors, LLC$60.9M0.06%
Kestra Advisory Services, LLC$60.7M0.23%
Corient Private Wealth LLC$58.1M0.08%
LPL Financial LLC$57.9M0.02%
Sanctuary Advisors, LLC$54.9M0.30%
Capital Analysts, LLC$50.6M1.33%
Bleakley Financial Group, LLC$47.8M0.75%
JONES FINANCIAL COMPANIES LLLP$47.3M0.02%
Wealthspire Advisors, LLC$45.2M0.36%
AUCTUS ADVISORS LLC$44.1M41.80%
Drake & Associates, LLC$41.5M7.91%
RFG Advisory, LLC$40.9M0.75%
Harbor Group, Inc.$39.9M5.77%
Geneos Wealth Management Inc.$39.5M0.92%
HANCOCK WHITNEY CORP$37.6M0.65%
Embree Financial Group$35.5M4.18%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$32.6M0.07%
Arete Wealth Advisors, LLC$32.5M2.44%
SAX WEALTH ADVISORS, LLC$31.1M1.51%
Rockefeller Capital Management L.P.$29.8M0.05%
MML INVESTORS SERVICES, LLC$29.2M0.08%
OneDigital Investment Advisors LLC$26.6M0.26%
AdvisorNet Financial, Inc$26.2M1.36%
Sowa Financial Group, Inc.$26.1M12.92%
TRUIST FINANCIAL CORP$25.6M0.03%
Steward Partners Investment Advisory, LLC$24.0M0.12%
BAKER TILLY WEALTH MANAGEMENT, LLC$23.9M5.82%
Baird Financial Group, Inc.$22.8M0.04%
Piedmont Capital Management, LLC$22.8M11.59%
Towneley Capital Management, Inc / DE$20.1M4.20%
Aurdan Capital Management, LLC$20.0M6.01%
M&T Bank Corp$19.4M0.07%
Frontier Asset Management, LLC$19.1M4.01%
Retirement Management Systems Inc.$19.1M4.60%
OSAIC HOLDINGS, INC.$18.8M0.03%
SILVER OAK SECURITIES, INCORPORATED$18.8M1.37%
Dogwood Wealth Management LLC$18.3M7.94%
Weil Company, Inc.$18.3M4.10%
Atria Investments, Inc$18.2M0.20%
BridgePort Financial Solutions, LLC$17.5M4.97%
Redhawk Wealth Advisors, Inc.$17.4M1.92%
MAI Capital Management$17.4M0.10%
Keystone Financial Services, LLC$17.2M11.59%
Able Wealth Management LLC$16.3M4.37%
Snowden Capital Advisors LLC$16.2M0.43%
Marks Group Wealth Management, Inc$16.2M1.56%
Bucket List Wealth Management, LLC$16.0M9.65%
Haverford Trust Co$15.6M0.14%
Cooper Financial Group$15.6M1.57%
IVC Wealth Advisors LLC$14.9M6.47%
CENTRAL TRUST Co$14.0M0.28%
Colonial River Investments, LLC$13.9M4.98%
KESTRA PRIVATE WEALTH SERVICES, LLC$13.6M0.17%
Coign Capital Advisors LLC$13.4M7.03%
Valmark Advisers, Inc.$13.4M0.16%
Brookstone Capital Management$13.0M0.15%
Stratos Investment Management, LLC$12.6M0.51%
Smartleaf Asset Management LLC$12.1M0.44%
Qube Research & Technologies Ltd$12.0M0.01%
Rollins Financial Advisors, LLC$11.9M1.88%
Trademark Financial Management, LLC$11.3M5.55%
Patriot Financial Group Insurance Agency, LLC$11.3M0.64%
HARBOUR INVESTMENTS, INC.$11.2M0.17%
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/$11.1M0.06%
PNC FINANCIAL SERVICES GROUP, INC.$10.7M0.01%
Integrated Advisors Network LLC$10.5M0.55%
JPMORGAN CHASE & CO$10.4M0.00%
CASTLE WEALTH MANAGEMENT LLC$10.3M3.35%
CENTAURUS FINANCIAL, INC.$10.2M0.49%
MGO ONE SEVEN LLC$10.1M0.20%
Merit Financial Group, LLC$10.0M0.07%
Key Client Fiduciary Advisors, LLC$9.6M3.27%
StoneCrest Wealth Management, Inc.$9.5M4.02%
Visionary Wealth Advisors$9.1M0.40%
DIVERSIFY WEALTH MANAGEMENT, LLC$8.9M0.16%
ROBINSON SMITH WEALTH ADVISORS LLC$8.8M5.93%
U.S. Capital Wealth Advisors, LLC$8.6M0.22%
Horizon Family Wealth, Inc.$8.6M4.53%
Green Ridge Wealth Planning LLC$8.2M4.33%
Tower Wealth Partners, Inc.$8.2M4.51%
Foundry Financial Group, Inc.$7.7M3.84%
Midwest Capital Advisors, LLC$7.6M3.57%
New England Private Wealth Advisors LLC$7.4M0.86%
Midwest Financial Group LLC$7.2M3.06%
Bank of New York Mellon Corp$7.2M0.00%
ROYAL BANK OF CANADA$7.1M0.00%
Per Stirling Capital Management, LLC.$6.8M0.75%
N.E.W. Advisory Services LLC$6.7M0.50%
Essex Financial Services, Inc.$6.6M0.37%
Sovran Advisors, LLC$6.6M0.52%
Uniting Wealth Partners, LLC$6.3M1.34%
Prosperity Financial Group, Inc.$6.2M2.30%
IFP Advisors, Inc$6.2M0.13%
ERn Financial, LLC$6.1M1.15%
Cornerstone Wealth Management, LLC$5.8M0.29%
GGM Financial LLC$5.5M2.54%
Sigma Planning Corp$5.4M0.15%
Cannon Wealth Management Services, LLC$5.3M3.62%
Prostatis Group LLC$5.3M1.36%
SeaCrest Wealth Management, LLC$5.0M0.54%
Independent Advisor Alliance$4.9M0.05%
RAYMOND JAMES FINANCIAL INC$4.7M0.00%
RDA Financial Network$4.6M1.15%
USAdvisors Wealth Management, LLC$4.4M1.47%
Empire Life Investments Inc.$4.4M0.27%
STEPHENS INC /AR/$4.3M0.05%
MOTCO$4.2M0.39%
Indivisible Partners$4.2M0.37%
Beacon Pointe Advisors, LLC$4.0M0.02%
ATX Financial Planning, LLC$4.0M3.02%
Belpointe Asset Management LLC$3.9M0.14%
Summit Financial, LLC$3.8M0.05%
&PARTNERS$3.8M0.02%
Stonebridge Financial Group, LLC / MO$3.7M3.14%
Faithward Advisors, LLC$3.6M0.51%
Elequin Capital, LP$3.5M0.30%
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC$3.5M0.07%
Athena Wealth Management, LLC$3.5M2.86%
Spire Wealth Management$3.4M0.12%
Tempus Wealth Planning, LLC$3.3M0.77%
D.A. DAVIDSON & CO.$3.3M0.02%
Kingsview Wealth Management, LLC$3.3M0.04%
Elyxium Wealth, LLC$3.1M1.00%
Ballew Advisors, Inc$3.1M1.76%
Advisory Resource Group$3.1M0.53%
VICTORY FINANCIAL GROUP, LLC$2.7M0.33%
Baer Investment Advisory LLC$2.7M0.33%
Everest Financial Group LLC$2.6M0.43%
MACROVIEW INVESTMENT MANAGEMENT LLC$2.5M1.76%
Patten Group, Inc.$2.5M0.43%
SILVERCREST ASSET MANAGEMENT GROUP LLC$2.5M0.02%
World Investment Advisors$2.4M0.04%
FSA WEALTH PARTNERS, INC.$2.4M1.14%