DOSSIER · 13F Holders · Q4 2025
PFSVX

iMGP SBH Focused Small Value Fund USD

1 institutions still hold iMGP SBH Focused Small Value Fund USD as of Q4 2025. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 53700T850·1 13F holders·last filed Dec 31, 2025
Market cap
13F value held
$34K
visible holders
Holders
1
filers reporting
Concentration
100.00%
Motiv8 Investments LLC #1
top holder share
AI Holders Summary · Q4 2025

1 institutions reported PFSVX in Q4 2025. Motiv8 Investments LLC leads at 100.0% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
Motiv8 Investments LLC
CIK 0002024873
$34K2K0.02%Q4 2025