13FBOX
FUNDVANTAGE TR · 13F Institutional Holdings
Options Calculator Rankings
F

FUNDVANTAGE TR

PCLG
Institutions
8
Combined AUM (Q2 2026)
$38.4M
Combined Shares (Q2 2026)
1.8M
Overall Trend
Decrease
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+36,551
4 · 2 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-901,303
6 · 2 Exit · ≈
⚖️ Net
-864,752
Net Sell
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$38.4M
Institutions
8
New Buys
2
Adds
2
Reduces
4
Exits
2
Unchanged
0
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
Wealthspire Advisors, LLC
0.15%0.25%#2$26.5M1.2M$31.4M1.5M-313,635-20.45%Reduce
Riverview Capital Advisers, LLC
2.82%3.42%#1$9.9M453,193$10.2M500,775-47,582-9.50%Reduce
Foguth Wealth Management, LLC.
0.07%1.5%#4$608,18727,930$12.8M547,689-519,759-94.90%Reduce
JANE STREET GROUP, LLC
<0.01%<0.01%#8$498,53222,921$256,17312,521+10,400+83.06%Add
Burk Holdings LLC
0.12%0.21%#3$335,92715,445$487,42523,824-8,379-35.17%Reduce
Bank of New York Mellon Corp
<0.01%#7$326,25015,000$00+15,000New Buy
Apollon Wealth Management, LLC
<0.01%#5$242,51311,150$00+11,150New Buy
American Capital Advisory, LLC
<0.01%<0.01%#6$45721$41020+1+5.00%Add

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow