# FUNDVANTAGE TR (PCLG)

> Institutional ownership reported to the SEC as of Q2 2026, from Form 13F filings. Source: https://holderbook.com/stocks/PCLG/

- Reporting holders: 8
- Reported value: $38.4M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [Wealthspire Advisors, LLC](https://holderbook.com/funds/1646247-wealthspire-advisors-llc/) | $26.5M | 1,220,295 | 0.1% | 4 |
| [Riverview Capital Advisers, LLC](https://holderbook.com/funds/1962933-riverview-capital-advisers-llc/) | $9.9M | 453,193 | 2.8% | 4 |
| [Foguth Wealth Management, LLC.](https://holderbook.com/funds/2016322-foguth-wealth-management-llc/) | $608.2K | 27,930 | 0.1% | 1 |
| [JANE STREET GROUP, LLC](https://holderbook.com/funds/1595888-jane-street-group-llc/) | $498.5K | 22,921 | 0.0% | 3 |
| [Burk Holdings LLC](https://holderbook.com/funds/2079815-burk-holdings-llc/) | $335.9K | 15,445 | 0.1% | 3 |
| [Bank of New York Mellon Corp](https://holderbook.com/funds/1390777-bank-of-new-york-mellon-corp/) | $326.2K | 15,000 | 0.0% | 1 |
| [Apollon Wealth Management, LLC](https://holderbook.com/funds/1764387-apollon-wealth-management-llc/) | $242.5K | 11,150 | 0.0% | 1 |
| [American Capital Advisory, LLC](https://holderbook.com/funds/2018007-american-capital-advisory-llc/) | $457 | 21 | 0.0% | 3 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q2 2026 | 8 | $38.4M |
| Q1 2026 | 7 | $42.6M |
| Q4 2025 | 9 | $102.2M |
| Q3 2025 | 3 | $47.3M |