Polen High Income ETFPCHIETF
13F holders, Q3 2025 (September 30)4holders +1
1new positions
0sold out
$25.40avg. 13F price*
At the end of Q3 2025, 4 institutions reported holding Polen High Income ETF (PCHI) in their 13F filings, up 1 from Q2 2025. 1 opened new positions and 0 sold out. The largest holders were 49 Wealth Management, LLC ($13.9M), Dash Acquisitions Inc. ($1.1M) and Jane Street Group, LLC ($252K).
- Company
- Polen High Income ETF
- Filed as
- FUNDVANTAGE TR (Q3 2025)
- CUSIP
- 36087T411
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $252K |
| Exits | 0 | $0 |
All 13F filers, Q2 2025 → Q3 2025: 53,128 shares bought, net +53,128 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 4 holders
| 49 Wealth Management, LLC | 1.31% | Add +2.0% | 548,190 | $13.9M |
| Dash Acquisitions Inc. | 0.21% | Add +300.3% | 41,999 | $1.1M |
| Jane Street Group, LLC | 0.00% | New | 9,923 | $252K |
| Farther Finance Advisors, LLC | 0.00% | Add +25.2% | 4,975 | $126K |
"% of holder's portfolio" is PCHI's weight in each manager's 13F, not the share of Polen High Income ETF the manager owns.