PCLG FUNDVANTAGE TR
FollowPOLE FOCU GR ETF (fund)
8 managers (8 13F filers) reported a position in PCLG shares at 2026-06-30, 1,765,955 shares in all. 2 filers opened a position and 2 filers sold out during the quarter.
- Managers
- 8
- 13F filers
- 8
- New
- 2
- Added
- 2
- Reduced
- 4
- Sold out
- 2
- Shares held by filers
- 1,765,955
Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.
13D and 13G filers
No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.
Insider trades
No Form 4 transaction on this security in the data.
13F holders, Q2 2026
Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.
| Holder | Shares | Value | % of portfolio | Change | Source |
|---|---|---|---|---|---|
| Wealthspire Advisors, LLC | 1,220,295 | $26.5M | 0.15% | -313,635 | 13F-HRTimeline |
| Riverview Capital Advisers, LLC | 453,193 | $9.86M | 2.83% | -47,582 | 13F-HRTimeline |
| Foguth Wealth Management, LLC. | 27,930 | $608K | 0.07% | -519,759 | 13F-HRTimeline |
| JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC | 22,921 | $499K | <0.01% | +10,400 | 13F-HRTimelineGroup |
| Burk Holdings LLC | 15,445 | $336K | 0.12% | -8,379 | 13F-HRTimeline |
| Bank of New York Mellon Corpin group Bank of New York Mellon Corp | 15,000 | $326K | <0.01% | new | 13F-HRTimelineGroup |
| Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC | 11,150 | $243K | <0.01% | new | 13F-HRTimelineGroup |
| American Capital Advisory, LLC | 21 | $457 | <0.01% | +1 | 13F-HRTimeline |