Who owns PCLG
Which tracked institutional funds hold PCLG, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See PCLG company fundamentals →
Ownership as of the 2026-Q1 13F filings (latest filed 2026-05-18). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
The tracked-fund tape on PCLG is one-sided between 2025-Q4 and 2026-Q1: 0 added or opened and 4 trimmed or exited — on balance reducing.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
PCLG’s largest tracked holder by dollar value, TECTONIC ADVISORS LLC, sizes it at 1.8% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 1.8pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in PCLG divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2025-Q4 and 2026-Q1, across 14 tracked filers holding PCLG, 5 increased or opened the position and 7 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in PCLG between the 2025-Q4 and 2026-Q1 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
Full exits 1
- TECTONIC ADVISORS LLC$34M
Largest trims
- Wealthspire Advisors, LLC$23M
- Riverview Capital Advisers, LLC$2M
- JANE STREET GROUP, LLC$2M
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| Wealthspire Advisors, LLC trimmed | 1,533,930 | $31M | 31.5% | 2026-Q1 |
| 49 WEALTH MANAGEMENT, LLC added | 564,598 | $14M | 13.8% | 2026-Q1 |
| Riverview Capital Advisers, LLC | 500,775 | $10M | 10.3% | 2026-Q1 |
| FOCUSED ALPHA, LLC | 200,000 | $5M | 4.9% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ | 93,285 | $2M | 2.1% | 2026-Q1 |
| Dash Acquisitions Inc. | 42,783 | $1M | 1.1% | 2026-Q1 |
| Burk Holdings LLC | 23,824 | $487K | 0.5% | 2026-Q1 |
| JANE STREET GROUP, LLC added | 12,521 | $256K | 0.3% | 2026-Q1 |
| CITADEL ADVISORS LLC new | 11,672 | $239K | 0.2% | 2026-Q1 |
| WealthPlan Investment Management, LLC new | 9,275 | $211K | 0.2% | 2026-Q1 |
| OSAIC HOLDINGS, INC. added | 4,243 | $96K | 0.1% | 2026-Q1 |
| Farther Finance Advisors, LLC added | 1,953 | $48K | 0.0% | 2026-Q1 |
| UBS Group AG trimmed | 108 | $2K | 0.0% | 2026-Q1 |
| American Capital Advisory, LLC | 20 | $410 | 0.0% | 2026-Q1 |
| TECTONIC ADVISORS LLC | 1,368,164 | $34M | 34.0% | 2025-Q4 stale |
| Mariner, LLC new | 17,001 | $421K | 0.4% | 2025-Q4 stale |
| WealthPLAN Partners, LLC new | 14,478 | $342K | 0.3% | 2025-Q4 stale |
| PATTON FUND MANAGEMENT, INC. new | 6,345 | $227K | 0.2% | 2025-Q4 stale |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | — | 0.0% | 2025-Q2 stale |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.