Funds · PVL

Who owns PVL?

Institutional ownership of Permianville Royalty Trust from Form 13F, Q2 2026

25 institutional managers reported holding Permianville Royalty Trust (PVL) in Form 13F filings for Q2 2026, with 2,344,105 shares worth $4.0M. The largest reported holder was Pingora Partners LLC. Managers that filed both quarters cut a net 651,151 shares (-21.7%). 4 opened new positions and 3 sold out.

Funds holding
25
Value held
$4.0M
New / sold out
4 / 3
Net shares, same filers
-21.7%

Holdings as of June 30, 2026, the end of Q2 2026. Managers have 45 days after a quarter ends to file Form 13F (by August 14, 2026 for Q2 2026), so positions may have changed since.

Largest holders of PVL

FundValueShare of 13F holdingsSharesMove
Pingora Partners LLC$1.8M46.5%1,088,873Added
Ashton Thomas Private Wealth, LLC$1.2M31.0%726,581Trimmed
LexAurum Advisors, LLC$216K5.5%128,000New
McGowan Group Asset Management, Inc.$101K2.6%60,038Trimmed
Susquehanna International Group, LLP$99K2.5%58,770Added
Acadian Asset Management LLC$69K1.8%41,092Trimmed
XTX Topco Ltd$62K1.6%36,900New
Diesslin Group, Inc.$47K1.2%27,715Unchanged
Citadel Advisors LLC$41K1.0%24,489New
Clear Harbor Asset Management, LLC$33K0.8%19,386Trimmed
Osaic Holdings, Inc.$29K0.7%17,116Added
Morgan Stanley$27K0.7%16,002Unchanged
Kestra Private Wealth Services, LLC$26K0.7%15,500Unchanged
Simplex Trading, LLC$24K0.6%14,128New
J.w. Cole Advisors, Inc.$21K0.5%12,517Unchanged
HUB Investment Partners, LLC$21K0.5%12,397Unchanged
Marco Investment Management LLC$20K0.5%12,000Unchanged
MML Investors Services, LLC$18K0.5%10,903Added
Wells Fargo & Company$15K0.4%8,601Trimmed
Steward Partners Investment Advisory, LLC$11K0.3%6,318Unchanged
Cullen/Frost Bankers, Inc.$6K0.2%3,659Added
IFP Advisors, Inc$3K0.1%1,709Unchanged
Group One Trading LLC$1K0.0%800Unchanged
Signature Resources Capital Management, LLC$1K0.0%600Unchanged
Caitong International Asset Management Co., Ltd$190.0%11Added

Share of 13F holdings is each fund's shares as a share of the 2,344,105 PVL shares all 13F filers reported, not of shares outstanding.

The change in shares since the quarter before, adjusted for stock splits and priced at the Q2 2026 value per share. Funds bought $380K and sold $1.5M; 6 added and 5 trimmed.

Questions about PVL ownership

Who owns PVL stock?
25 institutional investment managers reported PVL positions in their Form 13F filings for Q2 2026, holding 2,344,105 shares worth $4.0M in total. Pingora Partners LLC reported the largest position.
Are funds buying or selling PVL?
In Q2 2026, 4 managers opened new PVL positions, 6 added, 5 trimmed and 3 sold out. Managers that filed in both quarters sold a net 651,151 shares.
How current is this PVL institutional ownership data?
It covers holdings as of the end of Q2 2026. Managers have 45 days after the quarter ends to file Form 13F (by August 14, 2026 for Q2 2026), so positions may have changed since.

From the SEC's Form 13F data sets for Q2 2026: every 13F holdings report, matched to PVL by CUSIP. Options are left out. PVL news and filings · PVL insider trades · Top funds