Who Owns FUNDVANTAGE TR (SLHIX)? -- Institutional Holders (2026-03-31)

10 institutions reported holding $42.6M of FUNDVANTAGE TR (SLHIX) in SEC 13F filings for 2026-03-31. Largest institutional holders: Wealthspire Advisors, LLC ($31.4M), Riverview Capital Advisers, LLC ($10.2M), Burk Holdings LLC ($487,425), JANE STREET GROUP, LLC ($256,173), CITADEL ADVISORS LLC ($238,803). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1Wealthspire Advisors, LLC$31.4M1.5MTrimmed
2Riverview Capital Advisers, LLC$10.2M500,775Hold
3Burk Holdings LLC$487,42523,824Hold
4JANE STREET GROUP, LLC$256,17312,521Added
5CITADEL ADVISORS LLC$238,80311,672New
6UBS Group AG$5,647276Added
7American Capital Advisory, LLC$41020Hold
8Mariner, LLC$00Exited
9PATTON FUND MANAGEMENT, INC.$00Exited
10TECTONIC ADVISORS LLC$00Exited

Source: SEC Form 13F filings · as of 2026-03-31