7 institutions reported holding $19.9M of FUNDVANTAGE TR (PCHI) in SEC 13F filings for 2026-03-31. Largest institutional holders: 49 WEALTH MANAGEMENT, LLC ($13.8M), FOCUSED ALPHA, LLC ($4.9M), Dash Acquisitions Inc. ($1.1M), OSAIC HOLDINGS, INC. ($153,817), Farther Finance Advisors, LLC ($47,801). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | 49 WEALTH MANAGEMENT, LLC | $13.8M | 564,598 | Added |
| 2 | FOCUSED ALPHA, LLC | $4.9M | 200,000 | Hold |
| 3 | Dash Acquisitions Inc. | $1.1M | 42,783 | Hold |
| 4 | OSAIC HOLDINGS, INC. | $153,817 | 6,312 | Added |
| 5 | Farther Finance Advisors, LLC | $47,801 | 1,953 | Trimmed |
| 6 | UBS Group AG | $97 | 4 | Trimmed |
| 7 | JANE STREET GROUP, LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31