Polen High Income ETFPCHIETF
13F holders, Q1 2026 (March 31)6holders −1
0new positions
1sold out
$24.39avg. 13F price*
At the end of Q1 2026, 6 institutions reported holding Polen High Income ETF (PCHI) in their 13F filings, down 1 from Q4 2025. 0 opened new positions and 1 sold out. The largest holders were 49 Wealth Management, LLC ($13.8M), Focused Alpha, LLC ($4.9M) and Dash Acquisitions Inc. ($1.1M).
- Company
- Polen High Income ETF
- Filed as
- FUNDVANTAGE TR (Q1 2026)
- CUSIP
- 36087T411
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 1 | $528K |
All 13F filers, Q4 2025 → Q1 2026: 12,560 shares bought and 22,514 shares sold, net −9,954 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 6 holders
| 49 Wealth Management, LLC | 1.03% | Add +1.8% | 564,598 | $13.8M |
| Focused Alpha, LLC | 1.51% | No change | 200,000 | $4.9M |
| Dash Acquisitions Inc. | 0.22% | No change | 42,783 | $1.1M |
| Osaic Holdings, Inc. | 0.00% | Add +65.0% | 6,312 | $154K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -39.4% | 1,953 | $48K |
| UBS Group AG | 0.00% | Reduce -96.5% | 4 | $97 |
"% of holder's portfolio" is PCHI's weight in each manager's 13F, not the share of Polen High Income ETF the manager owns.