Institutional Ownership
Fundvantage Tr
CUSIP 36087T411POLEN HIGH INCOMPCHIQ1 2026
Institutional Holders
6
13F filers
Shares Held
815.6K
Aggregate institutional
Institutional Value
$19.90M
Q1 2026
Net New Holders
-1
0 new · 1 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions0
Increased2
Decreased2
Sold out1
Institutional Holders
6 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | 49 Wealth Management, LLC | 564.6K | $13.76M | +10.1K | Added |
| 2 | Focused Alpha, LLC | 200.0K | $4.87M | 0 | Held |
| 3 | Dash Acquisitions Inc. | 42.8K | $1.06M | 0 | Held |
| 4 | Osaic Holdings, Inc. | 6.3K | $153.8K | +2.5K | Added |
| 5 | Farther Finance Advisors, LLC | 2.0K | $47.8K | −1.3K | Reduced |
| 6 | Ubs Group AG | 4 | $97 | −112 | Reduced |