Polen Focus Growth ETFPCLGETF

13F holders, Q1 2026 (March 31)
8holders −1
2new positions
3sold out
1famous investor
$21.08avg. 13F price*

At the end of Q1 2026, 8 institutions reported holding Polen Focus Growth ETF (PCLG) in their 13F filings, down 1 from Q4 2025. 2 opened new positions and 3 sold out. The largest holders were Wealthspire Advisors, LLC ($31.4M), Foguth Wealth Management, LLC. ($12.8M) and Riverview Capital Advisers, LLC ($10.2M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).

Company
Polen Focus Growth ETF
Filed as
FUNDVANTAGE TR (Q1 2026)
CUSIP
36087T395
Latest filing quarter
Q2 2026

History

Number of 13F holders

0246810 Q3 2025: 3Q3 2025Q4 2025: 9Q4 2025Q1 2026: 8Q1 2026Q2 2026: 8Q2 2026

Total Exit/New Position Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions2$13.1M
Exits3$34.5M

All 13F filers, Q4 2025 → Q1 2026: 563,584 shares bought and 2,057,751 shares sold, net −1,494,167 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 8 holders

Wealthspire Advisors, LLC 0.25% Reduce -30.3% 1,533,930 $31.4M
Foguth Wealth Management, LLC. 1.50% New 547,689 $12.8M
Riverview Capital Advisers, LLC 3.42% No change 500,775 $10.2M
Burk Holdings LLC 0.21% No change 23,824 $487K
Jane Street Group, LLC 0.00% Add +50.6% 12,521 $256K
Citadel Advisors 0.00% New 11,672 $239K
UBS Group AG 0.00% Add +5.3% 276 $6K
American Capital Advisory, LLC 0.00% No change 20 $410

"% of holder's portfolio" is PCLG's weight in each manager's 13F, not the share of Polen Focus Growth ETF the manager owns.