DOSSIER · 13F Holders · Q2 2026
PCLG

FUNDVANTAGE TR

8 institutions still hold FUNDVANTAGE TR as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 36087T395·8 13F holders·last filed Jun 30, 2026
Market cap
13F value held
$38M
visible holders
Holders
8
filers reporting
Concentration
69.54%
Wealthspire Advisors, LLC #1
top holder share
AI Holders Summary · Q2 2026

8 institutions reported PCLG in Q2 2026. Wealthspire Advisors, LLC leads at 69.5% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
Wealthspire Advisors, LLC
CIK 0001646247
$27M1.2M0.15%Q2 2026
02
Riverview Capital Advisers, LLC
CIK 0001962933
$10M453K2.83%Q2 2026
03
Foguth Wealth Management, LLC.
CIK 0002016322
$608K28K0.07%Q2 2026
04
Burk Holdings LLC
CIK 0002079815
$336K15K0.12%Q2 2026
05
Bank of New York Mellon Corp
CIK 0001390777
$326K15K0.00%Q2 2026
06
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$256K13K0.00%Q1 2026
07
Apollon Wealth Management, LLC
CIK 0001764387
$243K11K0.00%Q2 2026
08
American Capital Advisory, LLC
CIK 0002018007
$457210.00%Q2 2026