PCLG

FUNDVANTAGE TR

Institutional Ownership · Q4 2025

Filing: Q4 2025

FUNDVANTAGE TR (PCLG) is held by 16 institutional investors with combined holdings of $127M. Major holders include Wealthspire Advisors, LLC, TECTONIC ADVISORS LLC, 49 WEALTH MANAGEMENT, LLC.

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Institutional Holders

Total Value

$126.7M

Ownership %

—

🏦 Top Institutional Holders

Wealthspire Advisors, LLC

2.2M shares

$54.5M

TECTONIC ADVISORS LLC

1.4M shares

$33.9M

49 WEALTH MANAGEMENT, LLC

554.5K shares

$13.9M

Riverview Capital Advisers, LLC

📊 Financials

Income statement, balance sheet, and cash flow from SEC filings.

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