Polen Growth Fund-InstPOLIX
13F holders, Q1 2025 (March 31)3holders +2
3new positions
1sold out
$44.02avg. 13F price*
At the end of Q1 2025, 3 institutions reported holding Polen Growth Fund-Inst (POLIX) in their 13F filings, up 2 from Q4 2024. 3 opened new positions and 1 sold out. The largest holders were Ascentis Wealth Management, LLC ($294K), Great Lakes Advisors, LLC ($255K) and Brooklyn Investment Group ($3K).
- Company
- Polen Growth Fund-Inst
- CUSIP
- 360873657
- Latest filing quarter
- Q2 2025
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 3 | $553K |
| Exits | 1 | $2K |
All 13F filers, Q4 2024 → Q1 2025: 12,560 shares bought and 50 shares sold, net +12,510 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 3 holders
| Ascentis Wealth Management, LLC | 0.09% | New | 6,680 | $294K |
| Great Lakes Advisors, LLC | 0.00% | New | 5,807 | $255K |
| Brooklyn Investment Group | 0.00% | New | 73 | $3K |
"% of holder's portfolio" is POLIX's weight in each manager's 13F, not the share of Polen Growth Fund-Inst the manager owns.