Institutional Ownership
Fundvantage Tr
CUSIP 36087T429POLEN FLT RATEPCFIQ1 2026
Institutional Holders
4
13F filers
Shares Held
106.9K
Aggregate institutional
Institutional Value
$2.43M
Q1 2026
Net New Holders
-1
2 new · 3 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions2
Increased1
Decreased0
Sold out3
Institutional Holders
4 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Bank Of America Corp /De/ | 93.3K | $2.12M | 0 | Held |
| 2 | Wealthplan Investment Management, LLC | 9.3K | $210.6K | +9.3K | New |
| 3 | Osaic Holdings, Inc. | 4.2K | $96.4K | +1.6K | Added |
| 4 | Ubs Group AG | 108 | $2.5K | +108 | New |