DOSSIER · 13F Holders · Q3 2026
PCHI

FUNDVANTAGE TR

7 institutions still hold FUNDVANTAGE TR as of Q3 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 36087T411·7 13F holders·last filed Sep 30, 2026
Market cap
—
13F value held
$19M
visible holders
Holders
7
filers reporting
Concentration
72.74%
49 WEALTH MANAGEMENT, LLC #1
top holder share
AI Holders Summary · Q3 2026

7 institutions reported PCHI in Q3 2026. 49 WEALTH MANAGEMENT, LLC leads at 72.7% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
49 WEALTH MANAGEMENT, LLC
CIK 0002022291
$14M591K0.84%Q3 2026
02
ALONGSIDE, LLC
CIK 0002113496
$5M197K0.51%Q3 2026
03
Dash Acquisitions Inc.
CIK 0001745885
$330K14K0.06%Q3 2026
04
OSAIC HOLDINGS, INC.
CIK 0001677044
$236K10K0.00%Q3 2026
05
UBS Group AG
CIK 0001610520
$7K3070.00%Q3 2026
06
Farther Finance Advisors, LLC
CIK 0001992825
$5K2250.00%Q3 2026
07
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
CIK 0000752798
$00—Q2 2025