9 institutions reported holding $7.0M of FUNDVANTAGE TR (PCHI) in SEC 13F filings for 2026-06-30. Largest institutional holders: 49 WEALTH MANAGEMENT, LLC ($2.5M), ALONGSIDE, LLC ($2.5M), Dash Acquisitions Inc. ($1.1M), Cambridge Investment Research Advisors, Inc. ($400,000), OSAIC HOLDINGS, INC. ($244,665). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | 49 WEALTH MANAGEMENT, LLC | $2.5M | 102,524 | Trimmed |
| 2 | ALONGSIDE, LLC | $2.5M | 102,524 | New |
| 3 | Dash Acquisitions Inc. | $1.1M | 45,625 | Added |
| 4 | Cambridge Investment Research Advisors, Inc. | $400,000 | 16,403 | New |
| 5 | OSAIC HOLDINGS, INC. | $244,665 | 10,044 | Added |
| 6 | JANE STREET GROUP, LLC | $238,801 | 9,803 | New |
| 7 | Farther Finance Advisors, LLC | $25,675 | 1,054 | Trimmed |
| 8 | UBS Group AG | $13,447 | 552 | Added |
| 9 | FOCUSED ALPHA, LLC | $0 | 0 | Exited |
来源：SEC 13F 申报文件 · 截至 2026-06-30