PCLG Institutional Ownership
Polen Focus Growth ETF
1W: +0.7%
1M: +0.3%
3M: +4.1%
YTD: -5.9%
1Y: -8.5%
$22.99
+0.18 (+0.79%)
Weekly Expected Move ±1.9%
$22
$23
$23
$23
$24
Overview
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Institutional Ownership — PCLG
10
Institutional Holders
-1 vs prior quarter
0.0%
Ownership
+0.00pp
38M
Total Invested
2
New Positions
2
Increased
6
Reduced
2
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (13 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Wealthspire Advisors, LLC | 1,220,295 | 28M | -313,635 | -20.4% | 4Q | SEC ↗ |
| 2 | Riverview Capital Advisers, LLC | 453,193 | 10M | -47,582 | -9.5% | 4Q | SEC ↗ |
| 3 | Foguth Wealth Management, LLC. | 27,930 | 642K | -519,759 | -94.9% | 2Q | SEC ↗ |
| 4 | JANE STREET GROUP, LLC | 22,921 | 527K | +10,400 | +83.1% | 3Q | SEC ↗ |
| 5 | Burk Holdings LLC | 15,445 | 355K | -8,379 | -35.2% | 3Q | SEC ↗ |
| 6 | Bank of New York Mellon Corp NEW | 15,000 | 345K | — | +0.0% | 1Q | SEC ↗ |
| 7 | Apollon Wealth Management, LLC NEW | 11,150 | 256K | — | +0.0% | 1Q | SEC ↗ |
| 8 | American Capital Advisory, LLC | 21 | 0K | +1 | +5.0% | 3Q | SEC ↗ |
| 9 | TECTONIC ADVISORS LLC | 0 | 0K | -1,368,164 | -100.0% | 2Q | SEC ↗ |
| 10 | PATTON FUND MANAGEMENT, INC. | 0 | 0K | -6,345 | -100.0% | 1Q | SEC ↗ |
| 11 | Mariner, LLC | 0 | 0K | -17,001 | -100.0% | 1Q | SEC ↗ |
| 12 | CITADEL ADVISORS LLC | 0 | 0K | -11,672 | -100.0% | 1Q | SEC ↗ |
| 13 | UBS Group AG | 0 | 0K | -276 | -100.0% | 2Q | SEC ↗ |
Recent Activity
New Positions (2)
| Holder | Shares | Value |
|---|---|---|
| Bank of New York Mellon Corp | 15,000 | 345K |
| Apollon Wealth Management, LLC | 11,150 | 256K |
Sold Out (5)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| TECTONIC ADVISORS LLC | 1,368,164 | 31M |
| Mariner, LLC | 17,001 | 391K |
| CITADEL ADVISORS LLC | 11,672 | 268K |
| PATTON FUND MANAGEMENT, INC. | 6,345 | 146K |
| UBS Group AG | 276 | 6K |
Biggest Increases (2)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| JANE STREET GROUP, LLC | +10,400 | +83.1% | 22,921 |
| American Capital Advisory, LLC | +1 | +5.0% | 21 |
Biggest Decreases (4)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Foguth Wealth Management, LLC. | -519,759 | -94.9% | 27,930 |
| Wealthspire Advisors, LLC | -313,635 | -20.4% | 1,220,295 |
| Riverview Capital Advisers, LLC | -47,582 | -9.5% | 453,193 |
| Burk Holdings LLC | -8,379 | -35.2% | 15,445 |