DOSSIER · 13F Holders · Q1 2026Defensive growthQuality
PCLG
FUNDVANTAGE TR
7 institutions still hold FUNDVANTAGE TR as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.
CUSIP 36087T395·7 13F holders·last filed Mar 31, 2026
AI Holders Summary · Q1 2026
7 institutions reported PCLG in Q1 2026. Wealthspire Advisors, LLC leads at 56.8% of the visible book. -53 net institutions QoQ — distribution reading.
Top holders
Sorted by position value. Source: SEC EDGAR 13F-HR filings.