Fundvantage Tr (PCHI) institutional ownership
FUNDVANTAGE TR · 13F, 2026Q2
| Managers holding | 8 |
|---|---|
| Shares held | 304,932 |
| Reported value | $7.4m |
| Quarter flows | 3 new, 3 added, 2 trimmed, 1 exited |
Top 8 holders
| Manager | Shares | Value | % of manager's 13F |
|---|---|---|---|
| 49 WEALTH MANAGEMENT, LLC | 102,524 | $2.5m | 0.5% |
| ALONGSIDE, LLC | 102,524 | $2.5m | 0.5% |
| Dash Acquisitions Inc. | 45,625 | $1.1m | 0.2% |
| Cambridge Investment Research Advisors, Inc. | 32,806 | $800,000 | 0.0% |
| OSAIC HOLDINGS, INC. | 10,044 | $244,665 | 0.0% |
| JANE STREET GROUP, LLC | 9,803 | $238,801 | 0.0% |
| Farther Finance Advisors, LLC | 1,054 | $25,675 | 0.0% |
| UBS Group AG | 552 | $13,447 | 0.0% |
Every holder, line by line, and the full history since 2013: yf.Client().holders("PCHI"). PCHI price history · All 13F data