Who owns FUNDVANTAGE TR?
- Ticker: PCLG
- CUSIP Number: 36087t395
Tip: Access positions for across all investors
Analyze quarterly positions in Fundvantage Tr with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of Fundvantage Tr stock
Who bought or sold FUNDVANTAGE TR this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| Sontag Advisory | 1.5M | $31M | -30% | Mar 2026 |
|
| Foguth Wealth Management | 548k | $13M | 100% | Mar 2026 |
|
| Riverview Capital Advisers | 501k | $10M | 0% | Mar 2026 |
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| Burk Holdings | 24k | $487k | 0% | Mar 2026 |
|
| Jane Street | 13k | $256k | 51% | Mar 2026 |
|
| Citadel Advisors | 12k | $239k | 100% | Mar 2026 |
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| UBS Group | 276.00 | $5.6k | 5% | Mar 2026 |
|
| American Capital Advisory | 20.00 | $410.000000 | 0% | Mar 2026 |
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Who sold out of Fundvantage Tr?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Tectonic Advisors | Dec 2025 | 1.4M | $34M |
| Mariner Wealth Advisors | Dec 2025 | 17k | $421k |
| Patton Fund Management | Dec 2025 | 6.3k | $227k |