Polen High Income ETFPCHIETF
13F holders, Q2 2025 (June 30)3holders
$25.60avg. 13F price*
At the end of Q2 2025, 3 institutions reported holding Polen High Income ETF (PCHI) in their 13F filings. The largest holders were 49 Wealth Management, LLC ($13.8M), Dash Acquisitions Inc. ($267K) and Farther Finance Advisors, LLC ($102K).
- Company
- Polen High Income ETF
- Filed as
- FUNDVANTAGE TR (Q2 2025)
- CUSIP
- 36087T411
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 3 | $14.1M |
| Exits | 0 | $0 |
Ownership 3 holders
| 49 Wealth Management, LLC | 1.46% | New | 537,493 | $13.8M |
| Dash Acquisitions Inc. | 0.06% | New | 10,491 | $267K |
| Farther Finance Advisors, LLC | 0.00% | New | 3,975 | $102K |
"% of holder's portfolio" is PCHI's weight in each manager's 13F, not the share of Polen High Income ETF the manager owns.