PCHI Institutional Ownership
Polen High Income ETF
1W: -0.3%
1M: -2.7%
3M: -5.1%
YTD: -4.6%
1Y: -6.3%
$23.50
+0.02 (+0.09%)
Weekly Expected Move ±0.5%
$23
$23
$24
$24
$24
Overview
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Institutional Ownership — PCHI
9
Institutional Holders
+2 vs prior quarter
0.0%
Ownership
+0.00pp
7M
Total Invested
3
New Positions
3
Increased
3
Reduced
1
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (9 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | ALONGSIDE, LLC NEW | 102,524 | $2M | — | +0.0% | 1Q | SEC ↗ |
| 2 | 49 WEALTH MANAGEMENT, LLC | 102,524 | $2M | -462,074 | -81.8% | 5Q | SEC ↗ |
| 3 | Dash Acquisitions Inc. | 45,625 | $1M | +2,842 | +6.6% | 5Q | SEC ↗ |
| 4 | Cambridge Investment Research Advisors NEW | 16,403 | $386K | — | +0.0% | 1Q | SEC ↗ |
| 5 | OSAIC HOLDINGS, INC. | 10,044 | $236K | +3,732 | +59.1% | 3Q | SEC ↗ |
| 6 | JANE STREET GROUP, LLC NEW | 9,803 | $230K | — | +0.0% | 1Q | SEC ↗ |
| 7 | Farther Finance Advisors, LLC | 1,054 | $25K | -899 | -46.0% | 5Q | SEC ↗ |
| 8 | UBS Group AG | 552 | $13K | +548 | +13700.0% | 3Q | SEC ↗ |
| 9 | FOCUSED ALPHA, LLC | 0 | $0K | -200,000 | -100.0% | 2Q | SEC ↗ |
Recent Activity
New Positions (3)
| Holder | Shares | Value |
|---|---|---|
| ALONGSIDE, LLC | 102,524 | $2M |
| Cambridge Investment Research Advis | 16,403 | $386K |
| JANE STREET GROUP, LLC | 9,803 | $230K |
Sold Out (1)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| FOCUSED ALPHA, LLC | 200,000 | $5M |
Biggest Increases (3)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| OSAIC HOLDINGS, INC. | +3,732 | +59.1% | 10,044 |
| Dash Acquisitions Inc. | +2,842 | +6.6% | 45,625 |
| UBS Group AG | +548 | +13700.0% | 552 |
Biggest Decreases (2)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| 49 WEALTH MANAGEMENT, LLC | -462,074 | -81.8% | 102,524 |
| Farther Finance Advisors, LLC | -899 | -46.0% | 1,054 |