PERMIANVILLE ROYALTY TRUST (PVL) Top Institutional Shareholders
PERMIANVILLE ROYALTY TRUST (PVL) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended March 31, 2026. The institutional investors covered on this page collectively reported approximately $5.45M in PVL holdings during the latest filing period.
Ashton Thomas Private Wealth, Llc is currently the largest disclosed institutional shareholder of PVL tracked by InsiderSet, reporting ownership valued at approximately $2.68M in its March 31, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $2.61M, representing an estimated loss of -2.70% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 97% of the total disclosed PVL value among the investors covered in this analysis. Major shareholders include Ashton Thomas Private Wealth, Llc, Pingora Partners Llc, Mcgowan Group Asset Management, Inc., and several other long-term asset managers with concentrated positions in PERMIANVILLE ROYALTY TRUST (PVL).
This page ranks the largest institutional PVL shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
24
Total Reported Value
$5.45M
Largest Holder
Ashton Thomas Private Wealth, Llc
Largest Position
$2.68M
Insider Transactions (90d)
0
Latest Filing Quarter
Q1 2026
New Institutional Positions
29
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Ashton Thomas Private Wealth, Llc | 0.06% | 1,448,012 | $2,678,822 | $2,606,422 | -$72,400 | -2.70% | |
| Pingora Partners Llc | 1.19% | 1,085,184 | $2,007,590 | $1,953,331 | -$54,259 | -2.70% | |
| Mcgowan Group Asset Management, Inc. | 0.03% | 127,543 | $235,955 | $229,577 | -$6,378 | -2.70% | |
| Susquehanna International Group, Llp | 0.00% | 49,782 | $92,097 | $89,608 | -$2,489 | -2.70% | |
| Jane Street Group, Llc | 0.00% | 44,254 | $81,870 | $79,657 | -$2,213 | -2.70% | |
| Clear Harbor Asset Management, Llc | 0.01% | 41,386 | $76,564 | $74,495 | -$2,069 | -2.70% | |
| Diesslin Group, Inc. | 0.02% | 27,715 | $51,273 | $49,887 | -$1,386 | -2.70% | |
| Morgan Stanley | 0.00% | 16,002 | $29,604 | $28,804 | -$800 | -2.70% | |
| Kestra Private Wealth Services, Llc | 0.00% | 15,500 | $28,675 | $27,900 | -$775 | -2.70% | |
| J.W. Cole Advisors, Inc. | 0.00% | 12,517 | $23,156 | $22,531 | -$625 | -2.70% | |
| Hub Investment Partners, Llc | 0.00% | 12,397 | $22,935 | $22,315 | -$620 | -2.71% | |
| Marco Investment Management Llc | 0.00% | 12,000 | $22,200 | $21,600 | -$600 | -2.70% | |
| Mml Investors Services, Llc | 0.00% | 10,711 | $19,816 | $19,280 | -$536 | -2.71% | |
| Davis Wealth Advisors, Llc | 0.02% | 10,176 | $18,825 | $18,317 | -$508 | -2.70% | |
| Wells Fargo & Company/Mn | 0.00% | 10,132 | $18,743 | $18,238 | -$505 | -2.70% | |
| Osaic Holdings, Inc. | 0.00% | 9,000 | $16,650 | $16,200 | -$450 | -2.70% | |
| Steward Partners Investment Advisory, Llc | 0.00% | 6,318 | $11,688 | $11,372 | -$316 | -2.70% | |
| Cullen/Frost Bankers, Inc. | 0.00% | 3,594 | $6,650 | $6,469 | -$181 | -2.72% | |
| Ifp Advisors, Inc | 0.00% | 1,709 | $3,162 | $3,076 | -$86 | -2.71% | |
| Group One Trading Llc | 0.00% | 800 | $1,480 | $1,440 | -$40 | -2.70% | |
| Signature Resources Capital Management, Llc | 0.00% | 600 | $1,110 | $1,080 | -$30 | -2.70% | |
| Rockefeller Capital Management L.P. | 0.00% | 401 | $742 | $722 | -$20 | -2.72% | |
| Acadian Asset Management Llc | 0.00% | 49,513 | $91 | $89,123 | +$89,032 | +97837.80% | |
| Caitong International Asset Management Co., Ltd | 0.00% | 10 | $18 | $18 | $0 | 0.00% |
Frequently asked questions about PVL
Who owns the most PVL stock?
The largest holders of PVL are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for PERMIANVILLE ROYALTY TRUST (PVL).
Is PVL widely held by superinvestors?
Many widely followed stocks like PVL appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly PVL is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.