Polen Focus Growth ETFPCLGETF
13F holders, Q4 2025 (December 31)9holders +6
6new positions
0sold out
$24.77avg. 13F price*
At the end of Q4 2025, 9 institutions reported holding Polen Focus Growth ETF (PCLG) in their 13F filings, up 6 from Q3 2025. 6 opened new positions and 0 sold out. The largest holders were Wealthspire Advisors, LLC ($54.5M), Tectonic Advisors LLC ($33.9M) and Riverview Capital Advisers, LLC ($12.4M).
- Company
- Polen Focus Growth ETF
- Filed as
- FUNDVANTAGE TR (Q4 2025)
- CUSIP
- 36087T395
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 6 | $1.4M |
| Exits | 0 | $0 |
All 13F filers, Q3 2025 → Q4 2025: 2,234,857 shares bought, net +2,234,857 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 9 holders
| Wealthspire Advisors, LLC | 0.43% | Add +10338.2% | 2,200,171 | $54.5M |
| Tectonic Advisors LLC | 1.79% | No change | 1,368,164 | $33.9M |
| Riverview Capital Advisers, LLC | 3.75% | No change | 500,775 | $12.4M |
| Burk Holdings LLC | 0.28% | New | 23,824 | $590K |
| Mariner, LLC | 0.00% | New | 17,001 | $421K |
| Patton Fund Management, Inc. | 0.03% | New | 6,345 | $227K |
| Jane Street Group, LLC | 0.00% | New | 8,312 | $206K |
| UBS Group AG | 0.00% | New | 262 | $6K |
| American Capital Advisory, LLC | 0.00% | New | 20 | $495 |
"% of holder's portfolio" is PCLG's weight in each manager's 13F, not the share of Polen Focus Growth ETF the manager owns.