POLEN FOCUS GROWTH ETF (PCLG) Institutional Ownership and Insiders Activity
POLEN FOCUS GROWTH ETF (PCLG) is widely held by institutional investors, with 7 firms reporting positions valued at approximately $37.80M based on SEC Form 13F filings for the quarter ended June 30, 2026.
Wealthspire Advisors, Llc is the largest disclosed holder, reporting approximately $26.54M in PCLG holdings in its latest filing.
Institutional ownership remains highly concentrated, with Wealthspire Advisors, Llc representing the majority of disclosed value.
Institutional Holders
7
Total Reported Value
$37.80M
Largest Holder
Wealthspire Advisors, Llc
Largest Position
$26.54M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
9
Funds Exiting Positions
0
Top Institutional Owners
View allInvestorReported Balance
- Wealthspire Advisors, Llc$26.54M
- Riverview Capital Advisers, Llc$9.86M
- Foguth Wealth Management, Llc.$608,187
- Jane Street Group, Llc$498,532
- Burk Holdings Llc$335,927