PCHI FUNDVANTAGE TR
FollowPOLE HIGH IN ETF (fund)
8 managers (8 13F filers) reported a position in PCHI shares at 2026-06-30, 288,529 shares in all. 2 filers opened a position and 1 filer sold out during the quarter.
- Managers
- 8
- 13F filers
- 8
- New
- 2
- Added
- 3
- Reduced
- 2
- Sold out
- 1
- Shares held by filers
- 288,529
Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.
13D and 13G filers
No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.
Insider trades
No Form 4 transaction on this security in the data.
13F holders, Q2 2026
Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.
| Holder | Shares | Value | % of portfolio | Change | Source |
|---|---|---|---|---|---|
| 49 WEALTH MANAGEMENT, LLC | 102,524 | $2.5M | 0.48% | -462,074 | 13F-HR/ATimeline |
| ALONGSIDE, LLC | 102,524 | $2.5M | 0.48% | 13F-HRTimeline | |
| Dash Acquisitions Inc. | 45,625 | $1.11M | 0.22% | +2,842 | 13F-HRTimeline |
| Cambridge Investment Research Advisors,… | 16,403 | $400K | <0.01% | new | 13F-HR/ATimeline |
| OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC. | 10,044 | $245K | <0.01% | +3,732 | 13F-HRTimelineGroup |
| JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC | 9,803 | $239K | <0.01% | new | 13F-HRTimelineGroup |
| Farther Finance Advisors, LLC | 1,054 | $25.7K | <0.01% | -899 | 13F-HRTimeline |
| UBS Group AGin group UBS Group AG | 552 | $13.4K | <0.01% | +548 | 13F-HRTimelineGroup |