PCHI FUNDVANTAGE TR
FollowPOLE HIGH IN ETF (fund)
7 managers (7 13F filers) reported a position in PCHI shares at 2025-12-31, 825,604 shares in all. 2 filers opened a position and 0 filers sold out during the quarter.
- Managers
- 7
- 13F filers
- 7
- New
- 2
- Added
- 3
- Reduced
- 1
- Sold out
- 0
- Shares held by filers
- 825,604
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, Q4 2025
Filers in the available 13F reports with a share position at 2025-12-31, 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 | 554,525 | $13.9M | 1.13% | +6,335 | 13F-HRTimeline |
| FOCUSED ALPHA, LLC | 200,000 | $5M | 1.47% | 13F-HRTimeline | |
| Dash Acquisitions Inc. | 42,783 | $1.07M | 0.22% | +784 | 13F-HRTimeline |
| JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC | 21,130 | $528K | <0.01% | +11,207 | 13F-HRTimelineGroup |
| OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC. | 3,825 | $95.6K | <0.01% | new | 13F-HRTimelineGroup |
| Farther Finance Advisors, LLC | 3,225 | $80.6K | <0.01% | -1,750 | 13F-HRTimeline |
| UBS Group AGin group UBS Group AG | 116 | $2.9K | <0.01% | new | 13F-HRTimelineGroup |