Who owns Polen Dividend Income ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of DIVZ from SEC Form 13F filings across 23 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 23 institutions disclosed 2.4M shares of Polen Dividend Income ETF worth $87.9M — about 33.8% of shares outstanding; the largest disclosed holder is Weaver Consulting Group. Source: SEC Form 13F filings, parsed by EvidInvest.
23
13F holders
$87.9M
value, 2026 filers
33.8%
of shares outstanding (2.4M sh)
7
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of DIVZ's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | Weaver Consulting Group | 910,463 | $34.0M | 7.0% | 13.1% | +16.9% |
| 2 | 49 WEALTH MANAGEMENT, LLC | 434,705 | $16.2M | 3.1% | 6.2% | -89.8% |
| 3 | ALONGSIDE, LLCNEW | 434,705 | $16.2M | 3.1% | 6.2% | new |
| 4 | TITLEIST ASSET MANAGEMENT, LLC | 396,150 | $14.8M | 1.0% | 5.7% | 0.0% |
| 5 | Cambridge Investment Research Advisors, Inc.NEW | 57,594 | $2.2M | 0.0% | 0.8% | new |
| 6 | GOLDMAN SACHS GROUP INCNEW | 22,672 | $847,439 | 0.0% | 0.3% | new |
| 7 | M3 Advisory Group, LLC | 20,355 | $760,844 | 0.4% | 0.3% | +2.2% |
| 8 | Thrivent Financial for Lutherans | 18,553 | $696,000 | 0.0% | 0.3% | -15.6% |
| 9 | Joel Isaacson & Co., LLC | 15,768 | $589,371 | 0.0% | 0.2% | +11.1% |
| 10 | OSAIC HOLDINGS, INC. | 11,342 | $423,974 | 0.0% | 0.2% | -25.8% |
| 11 | Regatta Research & Money ManagementNEW | 8,858 | $331,097 | 0.3% | 0.1% | new |
| 12 | Financial Gravity Companies, Inc.NEW | 8,421 | $314,769 | 0.1% | 0.1% | new |
| 13 | JANE STREET GROUP, LLC | 6,350 | $237,352 | 0.0% | 0.1% | -17.5% |
| 14 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 2,948 | $110,190 | 0.0% | 0% | +8.3% |
| 15 | UBS Group AG | 1,434 | $53,600 | 0.0% | 0% | +107.2% |
| 16 | Highland Investment Advisors LLCNEW | 1,005 | $37,577 | 0.0% | 0% | new |
| 17 | MORGAN STANLEY | 196 | $7,326 | 0.0% | 0% | +19500.0% |
| 18 | HARBOUR INVESTMENTS, INC. | 150 | $5,607 | 0.0% | 0% | 0.0% |
| 19 | EverSource Wealth Advisors, LLC | 117 | $4,373 | 0.0% | 0% | 0.0% |
| 20 | DHJJ Financial Advisors, Ltd. | 25 | $946 | 0.0% | 0% | -52.8% |
| 21 | Blue Trust, Inc. | 23 | $871 | 0.0% | 0% | 0.0% |
| 22 | AE Wealth Management LLC | 18 | $656 | 0.0% | 0% | +5.9% |
| 23 | JPMORGAN CHASE & CONEW | 7 | $264 | 0.0% | 0% | new |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation. Research, not investment advice.