Who owns Polen High Income ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from SEC filings.
Institutional ownership of PCHI from SEC Form 13F filings across 5 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, 5 institutions disclosed 98,830 shares of Polen High Income ETF worth $1.6M — about 12.1% of shares outstanding; the largest disclosed holder is Dash Acquisitions Inc.. Source: SEC Form 13F filings, parsed by EvidInvest.
5
13F holders
$1.6M
value, 2026 filers
12.1%
of shares outstanding (98,830 sh)
2
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 | Dash Acquisitions Inc. | 45,625 | $1.1M | 0.2% | 5.6% | +6.6% |
| 2 | Cambridge Investment Research Advisors, Inc.NEW | 32,806 | $800 | 0.0% | 4% | new |
| 3 | OSAIC HOLDINGS, INC. | 10,044 | $244,665 | 0.0% | 1.2% | +59.1% |
| 4 | JANE STREET GROUP, LLCNEW | 9,803 | $238,801 | 0.0% | 1.2% | new |
| 5 | 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 · options positioning · supply chain. Research, not investment advice.