PCLG FUNDVANTAGE TR
FollowPOLE FOCU GR ETF (fund)
8 managers (8 13F filers) reported a position in PCLG shares at 2026-03-31, 2,630,707 shares in all. 2 filers opened a position and 3 filers sold out during the quarter.
- Managers
- 8
- 13F filers
- 8
- New
- 2
- Added
- 2
- Reduced
- 1
- Sold out
- 3
- Shares held by filers
- 2,630,707
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, Q1 2026
Filers in the available 13F reports with a share position at 2026-03-31, 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 | 1,533,930 | $31.4M | 0.25% | -666,241 | 13F-HRTimeline |
| Foguth Wealth Management, LLC. | 547,689 | $12.8M | 1.5% | new | 13F-HRTimeline |
| Riverview Capital Advisers, LLC | 500,775 | $10.2M | 3.42% | 0 | 13F-HRTimeline |
| Burk Holdings LLC | 23,824 | $487K | 0.21% | 0 | 13F-HRTimeline |
| JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC | 12,521 | $256K | <0.01% | +4,209 | 13F-HRTimelineGroup |
| CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC | 11,672 | $239K | <0.01% | new | 13F-HRTimelineGroup |
| UBS Group AGin group UBS Group AG | 276 | $5.65K | <0.01% | +14 | 13F-HRTimelineGroup |
| American Capital Advisory, LLC | 20 | $410 | <0.01% | 0 | 13F-HRTimeline |