Who Owns Permianville Royalty Trust (PVL)?Hedge Fund & Institutional Holders

$1.82-0.02 (-1.09%)EnergyNYSE

Institutional Holders

26

as of Q4 2025

Total Institutional Value

$3.138170123336222e+27T

% of Float Held

—

QoQ Change in Holders

+10 / -4

Price History

$1.33$1.50$1.68$1.85$2.02Aug 24Jun 25Mar 26

PVL — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
Ashton Thomas Private Wealth, LLCNew Position+1.7M+$3.1M
J.W. COLE ADVISORS, INC.New Position+13K+$22K
MARCO INVESTMENT MANAGEMENT LLCNew Position+12K+$21K
Garner Asset Management CorpNew Position+1K+$1K
Signature Resources Capital Management, LLCNew Position+600+$1K
Clear Harbor Asset Management, LLCNew Position+51K+$0
XTX Topco LtdNew Position+12K+$0
HUB Investment Partners, LLCNew Position+12K+$0
TUCKER ASSET MANAGEMENT LLCNew Position+500+$0
CULLEN/FROST BANKERS, INC.New Position+4K+$0
SIMPLEX TRADING, LLCIncreased+391+$-5K
MML INVESTORS SERVICES, LLCIncreased+728+$-28.7M
OSAIC HOLDINGS, INC.Increased+9K+$-30.0M
Cresset Asset Management, LLCIncreased+1K+$-45.5M
CITADEL ADVISORS LLCIncreased+32K+$-50.7M

PVL — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
WELLS FARGO & COMPANY/MNDecreased-5K-$27.8M
MORGAN STANLEYDecreased-1-$27.2M
Private Advisor Group, LLCClosed Position-10K-$18.4M
GROUP ONE TRADING LLCClosed Position-900-$1.6M
Sunbelt Securities, Inc.Closed Position-329-$595K
UBS Group AGClosed Position-33-$60K

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1Ashton Thomas Private Wealth, LLC1,721,520$3.1M0.08%Share
2Pingora Partners LLC950,410$1.7M1.04%Share
3McGowan Group Asset Management, Inc.129,686$233K0.03%Share
4KESTRA PRIVATE WEALTH SERVICES, LLC20,500$36K0.00%Share
5J.W. COLE ADVISORS, INC.12,517$22K0.00%Share
6MARCO INVESTMENT MANAGEMENT LLC12,000$21K0.00%Share
7Garner Asset Management Corp1,000$1K0.00%Share
8Signature Resources Capital Management, LLC600$1K0.00%Share
9XTX Topco Ltd12,082$00.00%Share
10HUB Investment Partners, LLC12,397$00.00%Share
11MML INVESTORS SERVICES, LLC16,607$00.00%Share
12IFP Advisors, Inc1,709$00.00%Share
13Steward Partners Investment Advisory, LLC6,318$00.00%Share
14CITADEL ADVISORS LLC59,755$00.00%Share
15CITADEL ADVISORS LLC12,100$00.00%Put
16SUSQUEHANNA INTERNATIONAL GROUP, LLP72,370$00.00%Share
17SUSQUEHANNA INTERNATIONAL GROUP, LLP33,532$00.00%Share
18Clear Harbor Asset Management, LLC50,506$00.00%Share
19CULLEN/FROST BANKERS, INC.3,510$00.00%Share
20MORGAN STANLEY15,000$00.00%Share
21MORGAN STANLEY1$00.00%Share
22Cresset Asset Management, LLC25,944$00.00%Share
23SIMPLEX TRADING, LLC3,185$00.00%Share
24TUCKER ASSET MANAGEMENT LLC500$00.00%Share
25OSAIC HOLDINGS, INC.25,702$00.00%Share
26WELLS FARGO & COMPANY/MN10,132$00.00%Share

PVL Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 202523$5.2M+6
Q3 202517$2.3B+2
Q2 202515$4.7B-6
Q1 202521$4.5B+1
Q4 202420$23.2B+4
Q3 202416$260.7B+0
Q2 202416$853.8B+5
Q1 202411$1.5T—

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As of Q4 2025, 26 institutional investors hold PVL (Permianville Royalty Trust). The largest holder is Ashton Thomas Private Wealth, LLC with $3.1M in shares. This quarter, 10 institutions opened new positions and 4 closed their positions.

Frequently Asked Questions

How many hedge funds own PVL?

As of Q4 2025, 26 institutional investors report holding PVL (Permianville Royalty Trust) in their 13F filings.

Who is the largest institutional holder of PVL?

The largest institutional holder of PVL is Ashton Thomas Private Wealth, LLC with $3.1M in shares.

Is institutional ownership of PVL increasing or decreasing?

This quarter, 10 institutions opened new positions in PVL and 4 closed their positions.