Polen Focus Growth ETFPCLGETF
13F holders, Q2 2026 (June 30)8holders
2new positions
2sold out
$21.75avg. 13F price*
At the end of Q2 2026, 8 institutions reported holding Polen Focus Growth ETF (PCLG) in their 13F filings, unchanged from Q1 2026. 2 opened new positions and 2 sold out. The largest holders were Wealthspire Advisors, LLC ($26.5M), Riverview Capital Advisers, LLC ($9.9M) and Foguth Wealth Management, LLC. ($608K).
- Company
- Polen Focus Growth ETF
- Filed as
- FUNDVANTAGE TR (Q2 2026)
- CUSIP
- 36087T395
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $569K |
| Exits | 2 | $244K |
All 13F filers, Q1 2026 → Q2 2026: 36,551 shares bought and 901,303 shares sold, net −864,752 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 8 holders
| Wealthspire Advisors, LLC | 0.15% | Reduce -20.4% | 1,220,295 | $26.5M |
| Riverview Capital Advisers, LLC | 2.83% | Reduce -9.5% | 453,193 | $9.9M |
| Foguth Wealth Management, LLC. | 0.07% | Reduce -94.9% | 27,930 | $608K |
| Jane Street Group, LLC | 0.00% | Add +83.1% | 22,921 | $499K |
| Burk Holdings LLC | 0.12% | Reduce -35.2% | 15,445 | $336K |
| Bank of New York Mellon Corp | 0.00% | New | 15,000 | $326K |
| Apollon Wealth Management, LLC | 0.00% | New | 11,150 | $243K |
| American Capital Advisory, LLC | 0.00% | Add +5.0% | 21 | $457 |
"% of holder's portfolio" is PCLG's weight in each manager's 13F, not the share of Polen Focus Growth ETF the manager owns.