Polen High Income ETFPCHIETF
13F holders, Q2 2026 (June 30)8holders +2
2new positions
1sold out
$24.35avg. 13F price*
At the end of Q2 2026, 8 institutions reported holding Polen High Income ETF (PCHI) in their 13F filings, up 2 from Q1 2026. 2 opened new positions and 1 sold out. The largest holders were 49 Wealth Management, LLC ($2.5M), Alongside, LLC ($2.5M) and Dash Acquisitions Inc. ($1.1M).
- Company
- Polen High Income ETF
- Filed as
- FUNDVANTAGE TR (Q2 2026)
- CUSIP
- 36087T411
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $639K |
| Exits | 1 | $4.9M |
All 13F filers, Q1 2026 → Q2 2026: 33,328 shares bought and 662,973 shares sold, net −629,645 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 8 holders
| 49 Wealth Management, LLC | 0.48% | Reduce -81.8% | 102,524 | $2.5M |
| Alongside, LLC | 0.48% | — | 102,524 | $2.5M |
| Dash Acquisitions Inc. | 0.22% | Add +6.6% | 45,625 | $1.1M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | New | 16,403 | $400K |
| Osaic Holdings, Inc. | 0.00% | Add +59.1% | 10,044 | $245K |
| Jane Street Group, LLC | 0.00% | New | 9,803 | $239K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -46.0% | 1,054 | $26K |
| UBS Group AG | 0.00% | Add +13700.0% | 552 | $13K |
"% of holder's portfolio" is PCHI's weight in each manager's 13F, not the share of Polen High Income ETF the manager owns.