Who owns PCLO?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of PCLO from SEC Form 13F filings across 9 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 9 institutions disclosed 196,537 shares of PCLO worth $4.6M; the largest disclosed holder is Virtus Fixed Income Advisers, LLC. Source: SEC Form 13F filings, parsed by EvidInvest.
9
13F holders
$4.6M
value, 2026 filers
196,537
shares disclosed
0
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of PCLO's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | Virtus Fixed Income Advisers, LLC | 48,000 | $1.2M | 0.8% | — | 0.0% |
| 2 | Silvant Capital Management LLC | 36,000 | $896,051 | 0.0% | — | 0.0% |
| 3 | ROYAL BANK OF CANADA | 28,497 | $709,000 | 0.0% | — | -1.6% |
| 4 | VestGen Advisors, LLC | 24,699 | $614,766 | 0.0% | — | +74.8% |
| 5 | Inspire Advisors, LLC | 20,140 | $501,291 | 0.0% | — | +42.1% |
| 6 | JANE STREET GROUP, LLC | 18,636 | $463,856 | 0.0% | — | -25.3% |
| 7 | Cambridge Investment Research Advisors, Inc. | 11,884 | $296 | 0.0% | — | +7.9% |
| 8 | EverSource Wealth Advisors, LLC | 7,031 | $174,999 | 0.0% | — | -93.8% |
| 9 | Steward Partners Investment Advisory, LLC | 1,650 | $41,069 | 0.0% | — | 0.0% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.