Institutional Ownership
Fundvantage Tr
CUSIP 36087T395POLEN FOCUS GROWPCLGQ1 2026
13D / 13G Filings
0
Schedule 13D/13G on record
Beneficial Filers
0
Distinct reporting persons
Largest Stake
—
Max % of class reported
Institutional Holders
7
13F filers (latest quarter)
Beneficial Owners — Schedule 13D / 13G
Schedule 13D (activist) & 13G (passive) 5%+ ownership filings
No 13D/13G filings on record yet
Schedule 13D/13G beneficial-ownership filings from 2020–present are ingested from SEC EDGAR. Coverage expands as the backfill and daily crawler run.
Top Institutional Holders (13F)
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | Wealthspire Advisors, LLC | 1.53M | $31.38M |
| 2 | Riverview Capital Advisers, LLC | 500.8K | $10.25M |
| 3 | Burk Holdings LLC | 23.8K | $487.4K |
| 4 | Jane Street Group, LLC | 12.5K | $256.2K |
| 5 | Citadel Advisors LLC | 11.7K | $238.8K |
| 6 | Ubs Group AG | 276 | $5.6K |
| 7 | American Capital Advisory, LLC | 20 | $410 |