Who owns PCLO
Which tracked institutional funds hold PCLO, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See PCLO company fundamentals →
Ownership as of the 2026-Q1 13F filings (latest filed 2026-05-15). 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 PCLO is one-sided between 2025-Q4 and 2026-Q1: 1 added or opened and 0 trimmed or exited — on balance accumulating.
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
PCLO’s largest tracked holder by dollar value, EverSource Wealth Advisors, LLC, sizes it at 0.3% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.2pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in PCLO 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 13 tracked filers holding PCLO, 8 increased or opened the position and 3 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 PCLO 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.
Largest adds
- EverSource Wealth Advisors, LLC$8M
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 |
|---|---|---|---|---|
| EverSource Wealth Advisors, LLC added | 113,425 | $9M | 49.8% | 2026-Q1 |
| Virtus Fixed Income Advisers, LLC | 48,000 | $1M | 6.9% | 2026-Q1 |
| Silvant Capital Management LLC | 36,000 | $895K | 5.2% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 28,950 | $720K | 4.2% | 2026-Q1 |
| JANE STREET GROUP, LLC trimmed | 24,961 | $621K | 3.6% | 2026-Q1 |
| VestGen Advisors, LLC new | 14,126 | $353K | 2.0% | 2026-Q1 |
| Inspire Advisors, LLC new | 14,170 | $352K | 2.0% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC trimmed | 14,063 | $350K | 2.0% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 11,019 | $274K | 1.6% | 2026-Q1 |
| Wealth Management Partners, LLC trimmed | 9,732 | $242K | 1.4% | 2026-Q1 |
| TritonPoint Partners, LLC new | 8,148 | $203K | 1.2% | 2026-Q1 |
| Steward Partners Investment Advisory, LLC added | 1,650 | $41K | 0.2% | 2026-Q1 |
| UBS Group AG new | 213 | $5K | 0.0% | 2026-Q1 |
| Northland Capital Management LLC trimmed | 114,122 | $3M | 16.5% | 2025-Q2 stale |
| CITADEL ADVISORS LLC new | 14,598 | $364K | 2.1% | 2025-Q3 stale |
| AllSquare Wealth Management LLC new | 8,000 | $200K | 1.2% | 2025-Q3 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.