Who owns Polen Focus Growth ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of PCLG 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 1.8M shares of Polen Focus Growth ETF worth $38.4M — about 40.8% of shares outstanding; the largest disclosed holder is Wealthspire Advisors, LLC. Source: SEC Form 13F filings, parsed by EvidInvest.
8
13F holders
$38.4M
value, 2026 filers
40.8%
of shares outstanding (1.8M 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 PCLG's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | Wealthspire Advisors, LLC | 1.2M | $26.5M | 0.1% | 28.2% | -20.4% |
| 2 | Riverview Capital Advisers, LLC | 453,193 | $9.9M | 2.8% | 10.5% | -9.5% |
| 3 | Foguth Wealth Management, LLC.NEW | 27,930 | $608,187 | 0.1% | 0.6% | new |
| 4 | JANE STREET GROUP, LLC | 22,921 | $498,532 | 0.0% | 0.5% | +83.1% |
| 5 | Burk Holdings LLC | 15,445 | $335,927 | 0.1% | 0.4% | -35.2% |
| 6 | Bank of New York Mellon CorpNEW | 15,000 | $326,250 | 0.0% | 0.3% | new |
| 7 | Apollon Wealth Management, LLCNEW | 11,150 | $242,513 | 0.0% | 0.3% | new |
| 8 | American Capital Advisory, LLC | 21 | $457 | 0.0% | 0% | +5.0% |
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.