Q4 2025 13F Holders as of 31 Dec 2025
-
Type / Class
-
Equity / POLEN FOCUS GROW
-
Total 13F shares
-
4,124,874
-
Share change
-
+2,234,857
-
Total reported value
-
$102,156,723
-
Price per share
-
$24.75
-
Number of holders
-
9
-
Value change
-
+$55,380,494
-
Number of buys
-
7
Institutional Holders of FUNDVANTAGE TR - POLEN FOCUS GROW (PCLG) as of Q4 2025
As of 31 Dec 2025,
FUNDVANTAGE TR - POLEN FOCUS GROW (PCLG) was held by
9 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
4,124,874 shares.
The largest 9 holders included
Wealthspire Advisors, LLC, TECTONIC ADVISORS LLC, Riverview Capital Advisers, LLC, Burk Holdings LLC, Mariner, LLC, JANE STREET GROUP, LLC, PATTON FUND MANAGEMENT, INC., UBS Group AG, and American Capital Advisory, LLC.
This page lists
9
institutional shareholders reporting positions in this security
for the Q4 2025 filing period.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price
|
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.