PCLG institutional holders
FUNDVANTAGE TR · 13F, 2026Q2
| Managers holding | 8 |
|---|---|
| Shares held | 1,765,955 |
| Reported value | $38.4m |
| Quarter flows | 2 new, 2 added, 4 trimmed, 2 exited |
Top 8 holders
| Manager | Shares | Value | % of manager's 13F |
|---|---|---|---|
| Wealthspire Advisors, LLC | 1,220,295 | $26.5m | 0.1% |
| Riverview Capital Advisers, LLC | 453,193 | $9.9m | 2.8% |
| Foguth Wealth Management, LLC. | 27,930 | $608,187 | 0.1% |
| JANE STREET GROUP, LLC | 22,921 | $498,532 | 0.0% |
| Burk Holdings LLC | 15,445 | $335,927 | 0.1% |
| Bank of New York Mellon Corp | 15,000 | $326,250 | 0.0% |
| Apollon Wealth Management, LLC | 11,150 | $242,513 | 0.0% |
| American Capital Advisory, LLC | 21 | $457 | 0.0% |
Every holder, line by line, and the full history since 2013: yf.Client().holders("PCLG"). PCLG price history · All 13F data