PCLG — Fundvantage Tr Institutional Holders · Q2 2026
Who owns Fundvantage Tr (PCLG)? 10 institutions reported holding $38.41M in SEC 13F filings for Q2 2026 (period ended 2026-06-30). Largest holders: Wealthspire Advisors, LLC ($26.5M), Riverview Capital Advisers, LLC ($9.9M), Foguth Wealth Management, LLC. ($608,187).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Wealthspire Advisors, LLC | $26.5M | 1.2M | Trimmed |
| 2 | Riverview Capital Advisers, LLC | $9.9M | 453,193 | Trimmed |
| 3 | Foguth Wealth Management, LLC. | $608,187 | 27,930 | Trimmed |
| 4 | JANE STREET GROUP, LLC | $498,532 | 22,921 | Added |
| 5 | Burk Holdings LLC | $335,927 | 15,445 | Trimmed |
| 6 | Bank of New York Mellon Corp | $326,250 | 15,000 | New |
| 7 | Apollon Wealth Management, LLC | $242,513 | 11,150 | New |
| 8 | American Capital Advisory, LLC | $457 | 21 | Added |
| 9 | CITADEL ADVISORS LLC | $0 | 0 | Exited |
| 10 | UBS Group AG | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30