7 institutions reported holding $2.4M of FUNDVANTAGE TR (PCFI) in SEC 13F filings for 2026-03-31. Largest institutional holders: BANK OF AMERICA CORP /DE/ ($2.1M), WealthPlan Investment Management, LLC ($210,635), OSAIC HOLDINGS, INC. ($96,352), UBS Group AG ($2,453), JANE STREET GROUP, LLC ($0). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE/ | $2.1M | 93,285 | Hold |
| 2 | WealthPlan Investment Management, LLC | $210,635 | 9,275 | New |
| 3 | OSAIC HOLDINGS, INC. | $96,352 | 4,243 | Added |
| 4 | UBS Group AG | $2,453 | 108 | New |
| 5 | JANE STREET GROUP, LLC | $0 | 0 | Exited |
| 6 | WealthPLAN Partners, LLC | $0 | 0 | Exited |
| 7 | Farther Finance Advisors, LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31