HoldingsChannel.com
On this page, we present all of the funds holding PVI from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding PVI, with a link to that fund's top holdings. The next columns indicate the amount of PVI stock held by each of the funds holding PVI, followed by the PVI position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 24 funds holding PVI within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by UBS Group AG. For more details on the positions held by UBS Group AG (or by any of the other funds holding PVI), click the fund name in the "Holder" column of the funds-holding-PVI table below.
| Holder | Amount | Position Size ($ in 1000's) | As of |
|---|---|---|---|
 UBS Group AG | 197,803 | $4,903 | 12/31/2023 |
| PVI | 197,803 | $4,903 | 12/31/2023 |
| Morgan Stanley | 81,894 | $2,030 | 12/31/2023 |
| PVI | 81,894 | $2,030 | 12/31/2023 |
| Bank of America Corp DE | 75,607 | $1,874 | 12/31/2023 |
| PVI | 75,607 | $1,874 | 12/31/2023 |
| LPL Financial LLC | 56,632 | $1,404 | 12/31/2023 |
| PVI | 56,632 | $1,404 | 12/31/2023 |
| Janney Capital Management LLC | 42,206 | $1,046 | 12/31/2023 |
| PVI | 42,206 | $1,046 | 12/31/2023 |
| Wealthcare Advisory Partners LLC | 39,262 | $974 | 03/31/2024 |
| PVI | 39,262 | $974 | 03/31/2024 |
| Jane Street Group LLC | 32,901 | $815 | 12/31/2023 |
| PVI | 32,901 | $815 | 12/31/2023 |
| Raymond James & Associates | 28,395 | $704 | 12/31/2023 |
| PVI | 28,395 | $704 | 12/31/2023 |
| Cambridge Investment Research Advisors Inc. | 20,129 | $499 | 12/31/2023 |
| PVI | 20,129 | $499 | 12/31/2023 |
| Smart Money Group LLC | 17,570 | $435 | 12/31/2023 |
| PVI | 17,570 | $435 | 12/31/2023 |
| Wealth Enhancement Advisory Services LLC | 14,945 | $371 | 03/31/2024 |
| PVI | 14,945 | $371 | 03/31/2024 |
| First Affirmative Financial Network | 14,748 | $366 | 03/31/2024 |
| PVI | 14,748 | $366 | 03/31/2024 |
| Susquehanna International Group LLP | 13,468 | $334 | 12/31/2023 |
| PVI | 13,468 | $334 | 12/31/2023 |
| WealthBridge Capital Management LLC | 12,046 | $299 | 12/31/2023 |
| PVI | 12,046 | $299 | 12/31/2023 |
| Envestnet Asset Management Inc. | 9,131 | $226 | 12/31/2023 |
| PVI | 9,131 | $226 | 12/31/2023 |
| Private Advisor Group LLC | 8,521 | $211 | 12/31/2023 |
| PVI | 8,521 | $211 | 12/31/2023 |
| Royal Bank of Canada | 5,655 | $140 | 12/31/2023 |
| PVI | 5,655 | $140 | 12/31/2023 |
| Advisor Group Holdings Inc. | 4,297 | $106 | 12/31/2023 |
| PVI | 4,297 | $106 | 12/31/2023 |
| US Bancorp DE | 2,824 | $70 | 12/31/2023 |
| PVI | 2,824 | $70 | 12/31/2023 |
| Gradient Investments LLC | 1,016 | $25 | 12/31/2023 |
| PVI | 1,016 | $25 | 12/31/2023 |
| Wells Fargo & Company MN | 840 | $21 | 12/31/2023 |
| PVI | 840 | $21 | 12/31/2023 |
| Register Financial Advisors LLC | 411 | $10 | 03/31/2024 |
| PVI | 411 | $10 | 03/31/2024 |
| CWM LLC | 97 | $2 | 03/31/2024 |
| PVI | 97 | $2 | 03/31/2024 |
| Northwestern Mutual Wealth Management Co. | 46 | $1 | 12/31/2023 |
| PVI | 46 | $1 | 12/31/2023 |
| Proequities Inc. | 0 | $0 | 12/31/2023 |
| PVI | 0 | $0 | 12/31/2023 |
See Summary: Institutional Holders of PVI
See Details: Top 10 Hedge Funds Holding PVI
Also See: PVI Holdings Changes
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