FUNDVANTAGE TR - POLEN HIGH INCOM (PCHI) Institutional Ownership

13F Institutional Holders and Ownership History from Q2 2025 to Q4 2025

Type / Class
Equity / POLEN HIGH INCOM
Symbol
PCHI
Price per share
$25.22
All holders as of 31 Dec 2025
Q4 2025
Total 13F shares
825,604
Total reported value
$20,635,394
% of total 13F portfolios
0%
Share change
+20,517
Value change
+$512,784
Number of holders
7
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

As of 31 Dec 2025, 7 institutional investors reported holding 825,604 shares of FUNDVANTAGE TR - POLEN HIGH INCOM (PCHI).

Institutional Holders of FUNDVANTAGE TR - POLEN HIGH INCOM (PCHI) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q4 825,604 $20,635,394 +$512,784 $24.99 7
2025 Q3 605,087 $15,367,750 +$1,348,364 $25.40 4
2025 Q2 551,959 $14,128,409 +$14,128,409 $25.60 3