Who owns Polen High Income ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of PCHI from SEC Form 13F filings across 8 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, 8 institutions disclosed 288,529 shares of Polen High Income ETF worth $7.0M — about 35.2% of shares outstanding; the largest disclosed holder is 49 WEALTH MANAGEMENT, LLC. Source: SEC Form 13F filings, parsed by EvidInvest.
8
13F holders
$7.0M
value, 2026 filers
35.2%
of shares outstanding (288,529 sh)
3
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 PCHI's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | 49 WEALTH MANAGEMENT, LLC | 102,524 | $2.5M | 0.5% | 12.5% | -81.8% |
| 2 | ALONGSIDE, LLCNEW | 102,524 | $2.5M | 0.5% | 12.5% | new |
| 3 | Dash Acquisitions Inc. | 45,625 | $1.1M | 0.2% | 5.6% | +6.6% |
| 4 | Cambridge Investment Research Advisors, Inc.NEW | 16,403 | $400,000 | 0.0% | 2% | new |
| 5 | OSAIC HOLDINGS, INC. | 10,044 | $244,665 | 0.0% | 1.2% | +59.1% |
| 6 | JANE STREET GROUP, LLCNEW | 9,803 | $238,801 | 0.0% | 1.2% | new |
| 7 | Farther Finance Advisors, LLC | 1,054 | $25,675 | 0.0% | 0.1% | -46.0% |
| 8 | UBS Group AG | 552 | $13,447 | 0.0% | 0.1% | +13700.0% |
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.