13FBOX
FUNDVANTAGE TR · 13F Institutional Holdings
Options Calculator Rankings
F

FUNDVANTAGE TR

PCHI
Institutions
8
Combined AUM (Q2 2026)
$7.0M
Combined Shares (Q2 2026)
288,529
Overall Trend
Decrease
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+135,852
6 · 3 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-662,973
3 · 1 Exit · ≈
⚖️ Net
-527,121
Net Sell
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$7.0M
Institutions
8
New Buys
3
Adds
3
Reduces
2
Exits
1
Unchanged
0
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
49 WEALTH MANAGEMENT, LLC
0.48%1.03%#1$2.5M102,524$13.8M564,598-462,074-81.84%Reduce
ALONGSIDE, LLC
0.48%#2$2.5M102,524$00+102,524New Buy
Dash Acquisitions Inc.
0.22%0.22%#3$1.1M45,625$1.1M42,783+2,842+6.64%Add
Cambridge Investment Research Advisors, Inc.
<0.01%#4$399,57416,403$00+16,403New Buy
OSAIC HOLDINGS, INC.
<0.01%<0.01%#5$244,66510,044$153,8176,312+3,732+59.13%Add
JANE STREET GROUP, LLC
<0.01%#7$238,8019,803$00+9,803New Buy
Farther Finance Advisors, LLC
<0.01%<0.01%#6$25,6751,054$47,8011,953-899-46.03%Reduce
UBS Group AG
<0.01%<0.01%#8$13,447552$974+548+13,700.00%Add

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow