Who owns PCLG?
Polen Focus Growth ETF · Polen
8 institutions reported holding PCLG, worth $38.4M, in Form 13F filings for June 30, 2026.
Top 8 institutional holders of PCLG
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Wealthspire Advisors, LLC | New York, NY | $26.5M | 1,220,295 | −313,635 shares |
| Riverview Capital Advisers, LLC | Boston, MA | $9.9M | 453,193 | −47,582 shares |
| Foguth Wealth Management, LLC. | Brighton, MI | $608K | 27,930 | New position |
| Jane Street Group, LLC | New York, NY | $499K | 22,921 | +10,400 shares |
| Burk Holdings LLC | Tulsa, OK | $336K | 15,445 | −8,379 shares |
| Bank of New York Mellon Corp | New York, NY | $326K | 15,000 | New position |
| Apollon Wealth Management, LLC | Mount Pleasant, SC | $243K | 11,150 | New position |
| American Capital Advisory, LLC | Ketchum, ID | $457 | 21 | +1 shares |
From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns PCLG?
8 institutional managers reported holding PCLG in Form 13F filings for June 30, 2026, worth $38.4M in total. The largest reported position was held by Wealthspire Advisors, LLC, at $26.5M.
Did institutions buy or sell PCLG last quarter?
Reported 13F value fell 9.9% from March 31, 2026, which includes price moves as well as buying and selling. 3 firms reported a new position and 2 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is PCLG ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.