FUNDVANTAGE TR (PCHI)
Institutional ownership reported to the SEC as of Q2 2026, across 5 quarters.
7
Reporting holders
$9.1M
Reported value
0.0%
Held as options
+1
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| 49 WEALTH MANAGEMENT, LLC | $5.0M | 205,048 | 0.48% | 5q | -63.7%-$8.8M |
| ALONGSIDE, LLC | $2.5M | 102,524 | 0.48% | new | NEW |
| Dash Acquisitions Inc. | $1.1M | 45,625 | 0.22% | 5q | +6.6%+$69.0K |
| OSAIC HOLDINGS, INC. | $244.7K | 10,044 | 0.00% | 3q | +59.1%+$90.9K |
| JANE STREET GROUP, LLC | $238.8K | 9,803 | 0.00% | new | NEW |
| Farther Finance Advisors, LLC | $25.7K | 1,054 | 0.00% | 5q | -46.0%-$21.9K |
| UBS Group AG | $13.4K | 552 | 0.00% | 3q | +13700.0%+$13.3K |
| Cambridge Investment Research Advisors, Inc. | $800 | 32,806 | 0.00% | new | NEW |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 7 | $9.1M | 374,650 | 2 | 3 | 2 | 0.0% |
| Q1 2026 | 6 | $19.9M | 815,650 | 0 | 2 | 2 | 0.0% |
| Q4 2025 | 7 | $20.6M | 825,604 | 2 | 3 | 1 | 0.0% |
| Q3 2025 | 4 | $15.4M | 605,087 | 1 | 3 | 0 | 0.0% |
| Q2 2025 | 3 | $14.1M | 551,959 | 3 | 0 | 0 | 0.0% |