Institutional Ownership
Fundvantage Tr
CUSIP 36087T395POLEN FOCUS GROWPCLGQ1 2026
Institutional Holders
7
13F filers
Shares Held
2.08M
Aggregate institutional
Institutional Value
$42.62M
Q1 2026
Net New Holders
-2
1 new · 3 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions1
Increased2
Decreased1
Sold out3
Institutional Holders
7 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Wealthspire Advisors, LLC | 1.53M | $31.38M | −666.2K | Reduced |
| 2 | Riverview Capital Advisers, LLC | 500.8K | $10.25M | 0 | Held |
| 3 | Burk Holdings LLC | 23.8K | $487.4K | 0 | Held |
| 4 | Jane Street Group, LLC | 12.5K | $256.2K | +4.2K | Added |
| 5 | Citadel Advisors LLC | 11.7K | $238.8K | +11.7K | New |
| 6 | Ubs Group AG | 276 | $5.6K | +14 | Added |
| 7 | American Capital Advisory, LLC | 20 | $410 | 0 | Held |