Institutional Ownership
Fundvantage Tr
CUSIP 36087T411POLEN HIGH INCOMPCHIQ1 2026
13D / 13G Filings
0
Schedule 13D/13G on record
Beneficial Filers
0
Distinct reporting persons
Largest Stake
—
Max % of class reported
Institutional Holders
6
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 | 49 Wealth Management, LLC | 564.6K | $13.76M |
| 2 | Focused Alpha, LLC | 200.0K | $4.87M |
| 3 | Dash Acquisitions Inc. | 42.8K | $1.06M |
| 4 | Osaic Holdings, Inc. | 6.3K | $153.8K |
| 5 | Farther Finance Advisors, LLC | 2.0K | $47.8K |
| 6 | Ubs Group AG | 4 | $97 |