Fundvantage Tr (PCLG): which funds own it
A 13F shows the portfolio at quarter-end and is filed up to 45 days later: these are not real-time positions and they may have changed.
Sections with a free account
No concentrated manager holds it.
Quarter flow (concentrated managers)
Concentrated managers holding it
None in the latest quarter.
Largest holders of PCLG (all 13F filers)
- Wealthspire Advisors1.2 MType not verified−314 K
- Riverview Capital Advisers453 KWealth adviser−48 K
- Foguth Wealth Management28 KWealth adviser−520 K
- Jane Street Group23 KBank or trading desk+10 K
- Burk Holdings15 KType not verified−8,379
- Bank of New York Mellon15 KBank or trading desk+15 K
- Apollon Wealth Management11 KWealth adviser+11 K
- American Capital Advisory21Type not verified+1
- Shares
- 1.2 M
- Change
- −314 K
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- Type
- Type not verified
- Value
- $26.5M
- Riverview Capital Advisers
- Shares
- 453 K
- Change
- −48 K
See more
- Type
- Wealth adviser
- Value
- $9.9M
- Foguth Wealth Management
- Shares
- 28 K
- Change
- −520 K
See more
- Type
- Wealth adviser
- Value
- $608K
- Shares
- 23 K
- Change
- +10 K
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- Type
- Bank or trading desk
- Value
- $499K
- Burk Holdings
- Shares
- 15 K
- Change
- −8,379
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- Type
- Type not verified
- Value
- $336K
- Shares
- 15 K
- Change
- +15 K
See more
- Type
- Bank or trading desk
- Value
- $326K
- Shares
- 11 K
- Change
- +11 K
See more
- Type
- Wealth adviser
- Value
- $243K
- American Capital Advisory
- Shares
- 21
- Change
- +1
See more
- Type
- Type not verified
- Value
- $457
The 10 13F filers with the most shares as of Jun 30, 2026, whatever their type (index firms usually come first). “Change”: shares added or cut versus the previous quarter, split-adjusted; “no data” = there is no comparable portfolio for the previous quarter (no filing, or a filing with its holdings under confidential treatment). “% of the company” only where shares outstanding are up to date. Entities of the same group file separately and some 13F filings include other managers: there may be double counting. With a free account: the top 25, the largest buyers and the largest sellers.
This company filed no 8-K forms in the last year. Foreign companies listed in the US (ADRs) report material events on forms 6-K and 20-F, and ETFs and funds do not file 8-Ks. If it is a foreign company listed in the US through ADRs (American Depositary Receipts), what trades are bank-issued certificates that represent shares from its home market. See its filings on EDGAR ↗