Who owns PCLO?
Virtus SEIX AAA Private Credit CLO ETF · Virtus
9 institutions reported holding PCLO, worth $5.2M, in Form 13F filings for June 30, 2026.
Top 9 institutional holders of PCLO
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Virtus Fixed Income Advisers, LLC | Hartford, CT | $1.2M | 48,000 | No change |
| Silvant Capital Management LLC | Atlanta, GA | $896K | 36,000 | No change |
| Royal Bank of Canada | Toronto, Ontario, Canada | $709K | 28,497 | −453 shares |
| VestGen Advisors, LLC | Chicago, IL | $615K | 24,699 | +10,573 shares |
| Cambridge Investment Research Advisors, Inc. | Fairfield, IA | $592K | 23,768 | +12,749 shares |
| Inspire Advisors, LLC | Meridian, ID | $501K | 20,140 | +5,970 shares |
| Jane Street Group, LLC | New York, NY | $464K | 18,636 | −6,325 shares |
| EverSource Wealth Advisors, LLC | Birmingham, AL | $175K | 7,031 | −311 shares |
| Steward Partners Investment Advisory, LLC | Stamford, CT | $41K | 1,650 | No change |
From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns PCLO?
9 institutional managers reported holding PCLO in Form 13F filings for June 30, 2026, worth $5.2M in total. The largest reported position was held by Virtus Fixed Income Advisers, LLC, at $1.2M.
Did institutions buy or sell PCLO last quarter?
Reported 13F value fell 4.5% from March 31, 2026, which includes price moves as well as buying and selling. 0 firms reported a new position and 4 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is PCLO ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.