PCHI (FUNDVANTAGE TR) is held by 3 institutional investors as of Q1 2026. Largest holders: OSAIC HOLDINGS, INC. ($153,817), Farther Finance Advisors, LLC ($47,801), UBS Group AG ($97). Net institutional sentiment: Bearish.
3
Holders
Avg rating
$201,715
Total Value
25% (4)
Fund Consensus
1 buying - 3 selling
Smart Money Verdict34Negative MomentumSingle Source
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See how PCHI's score breaks down across 4 SEC sources
Held by 3 funds
No recent insider, activist, or congressional trades found for this stock
13F: Insider & Congress:
Fund | Action | Shares | Value | Weight | Est. P&L | Conviction |
|---|---|---|---|---|---|---|
Increased | 6,312(+65.0%) | $153,817 | 0.0% | -0.91% | 33 | |
Decreased | 1,953(-39.4%) | $47,801 | 0.0% | +1.08% | 0 | |
Decreased | 4(-96.5%) | $97 | 0.0% | -1.09% | 0 | |
Exited | 0(-100.0%) | $528,083 | 0.0% | -0.10% | 0 |
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Data sourced from four SEC data sources: 13F, Form 4, 13D/13G, and STOCK Act. Not financial advice. Full disclaimer