Among active 13F managers last quarter, 1 added and 3 reduced; the largest holder to move was Wealthspire Advisors, LLC (−30%).
7 tracked 13F filers disclose a position in PCLG as of the latest SEC 13F filings, a combined $42.4M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Wealthspire Advisors, LLC | 1.5M | $31.4M | ▼−30% Reduced · −666K sh | Q1 2026 | |
| 2 | Riverview Capital Advisers, LLC | 453K | $9.9M | ▼−9.5% Reduced · −48K sh | Q2 2026 | |
| 3 | Foguth Wealth Management, LLC. | 28K | $608K | ▼−95% Reduced · −520K sh | Q2 2026 | |
| 4 | Burk Holdings LLC | 15K | $336K | ▼−35% Reduced · −8K sh | Q2 2026 | |
| 5 | Jane Street Group, LLC | 13K | $256K | ▲+51% Added · +4K sh | Q1 2026 | |
| 6 | UBS Group AG | 276 | $6K | ▲+5.3% Added · +14 sh | Q1 2026 | |
| 7 | American Capital Advisory, LLC | 21 | $457 | ▲+5.0% Added · +1 sh | Q2 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, 1 fund added to an existing position in PCLG, while 3 reduced. Based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Their position there |
|---|---|---|
| Ishares Core S&P 500 ETFIVV | 4 funds | $1.7B |
| Vanguard S&P 500 ETFVOO | 4 funds | $676.9M |
| Vanguard Total Stock MKT ETFVTI | 4 funds | $317.1M |
| Vanguard Growth ETFVUG | 4 funds | $313.3M |
| SS SPDR S&P 500 ETF Trust-USSPY | 4 funds | $291.9M |
| Vanguard Ftse Emerging MarkeVWO | 4 funds | $265.7M |
| Ishares Core S&P Small-Cap EIJR | 4 funds | $243.9M |
| Apple IncAAPL | 4 funds | $162.7M |
| Vanguard Small-Cap ETFVB | 4 funds | $105.8M |
| Microsoft CorpMSFT | 4 funds | $98.8M |
| Amazon.com IncAMZN | 4 funds | $75.2M |
| Schwab US Large-Cap ETFSCHX | 4 funds | $74.8M |
Ranked by how many of PCLG's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in PCLG.
| Class | 13F holders | Value held |
|---|---|---|
| PCLGthis pagePOLEN FOCUS GROW | 7 funds | $42.4M |
| PCHIPOLEN HIGH INCOM | 6 funds | $6.3M |
| PCFIPOLEN FLT RATE | 3 funds | $2.2M |
| PCEBPOLEN EURO HIGH | 2 funds | $16.5M |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
No filings captured for this ticker in the live stream yet.
Connected entities for PCLG
This ETF page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/PCLG/capital-change-brief"
Use Arkolith's capital_change_brief for PCLG. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for PCLG. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.