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PCIG Institutional Ownership

Polen Capital International Growth ETF
1W: +0.0% 1M: +10.1% 3M: +11.0% YTD: +1.3% 1Y: -0.4%
$9.27
Last traded 2026-08-21 — delisted
ETF AMEX · AUM $29.5M

Institutional Ownership — PCIG

15
Institutional Holders
+0 vs prior quarter
0.0%
Ownership
+0.00pp
19M
Total Invested
0
New Positions
7
Increased
7
Reduced
4
Closed
0.00
Put/Call Ratio

Ownership Trends

Top Institutional Holders (15 total)

# Holder Shares Value Change Change % Holding Period Filing
1 Cambridge Investment Research Advisors 1,715,244 $16M -69,568 -3.9% 10Q SEC ↗
2 A&I FINANCIAL SERVICES, LLC 140,638 $1M -2,615 -1.8% 7Q SEC ↗
3 ENVESTNET ASSET MANAGEMENT INC 118,658 $1M +12,131 +11.4% 10Q SEC ↗
4 Orion Porfolio Solutions, LLC 49,198 $456K +3,615 +7.9% 9Q SEC ↗
5 BANK OF MONTREAL /CAN 22,103 $205K +6,567 +42.3% 8Q SEC ↗
6 LPL Financial LLC 19,440 $180K +4,188 +27.5% 3Q SEC ↗
7 BridgePort Financial Solutions, LLC 19,342 $179K -1,397 -6.7% 7Q SEC ↗
8 SUSQUEHANNA INTERNATIONAL GROUP, LLP 14,730 $137K +2,746 +22.9% 2Q SEC ↗
9 OSAIC HOLDINGS, INC. 10,133 $94K +1,922 +23.4% 5Q SEC ↗
10 Aptus Capital Advisors, LLC 2,971 $28K +409 +16.0% 7Q SEC ↗
11 Rossby Financial, LCC 1,511 $14K — +0.0% 2Q SEC ↗
12 UBS Group AG 0 $0K -179 -100.0% 1Q SEC ↗
13 JANE STREET GROUP, LLC 0 $0K -19,375 -100.0% 8Q SEC ↗
14 CITADEL ADVISORS LLC 0 $0K -28,085 -100.0% 5Q SEC ↗
15 GUARDIAN WEALTH ADVISORS, LLC / NC 0 $0K -2,562 -100.0% 1Q SEC ↗

Recent Activity

New Positions (0)

No new positions this quarter.

Sold Out (4)
HolderPrev SharesPrev Value
CITADEL ADVISORS LLC 28,085 $260K
JANE STREET GROUP, LLC 19,375 $180K
GUARDIAN WEALTH ADVISORS, LLC / NC 2,562 $24K
UBS Group AG 179 $2K
Biggest Increases (7)
HolderAddedChange %Total Shares
ENVESTNET ASSET MANAGEMENT INC +12,131 +11.4% 118,658
BANK OF MONTREAL /CAN +6,567 +42.3% 22,103
LPL Financial LLC +4,188 +27.5% 19,440
Orion Porfolio Solutions, LLC +3,615 +7.9% 49,198
SUSQUEHANNA INTERNATIONAL GROUP, LL +2,746 +22.9% 14,730
OSAIC HOLDINGS, INC. +1,922 +23.4% 10,133
Aptus Capital Advisors, LLC +409 +16.0% 2,971
Biggest Decreases (3)
HolderReducedChange %Total Shares
Cambridge Investment Research Advis -69,568 -3.9% 1,715,244
A&I FINANCIAL SERVICES, LLC -2,615 -1.8% 140,638
BridgePort Financial Solutions, LLC -1,397 -6.7% 19,342

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms