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Polen Focus Growth ETF (PCLG)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Burk Holdings LLC
UNCHANGED
Shares15,445 from 15,445
Change0 (0%)
Value$351.7K (+$15.8K)
Filed 2026-11-05
Apollon Wealth Management, LLC
UNCHANGED
Shares11,150 from 11,150
Change0 (0%)
Value$253.9K (+$11.4K)
Filed 2026-10-23
Bank of New York Mellon Corp
DECREASED
Shares10,000 from 15,000
Change-5,000 (-33%)
Value$227.7K (-$98.5K)
Filed 2026-11-05
Birch Financial Group, LLC
NEW
Shares1,001
Change+1,001
Value$22.8K
Filed 2026-10-27
American Capital Advisory, LLC
UNCHANGED
Shares21 from 21
Change0 (0%)
Value$479 (+$22)
Filed 2026-10-28
Foguth Wealth Management, Llc.
CLOSED
Shares0 from 27,930
Change-27,930 (-100%)
Value$0 (-$608.2K)
Filed 2026-10-19
Wealthspire Advisors, LLC
N/A
Shares— from 1,220,295
Change-1,220,295 (-100%)
Value—
Riverview Capital Advisers, LLC
N/A
Shares— from 453,193
Change-453,193 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 22,921
Change-22,921 (-100%)
Value—
Status
Burk Holdings LLC
UNCHANGED15,44515,44500%$335.9K$351.7K+$15.8K2026-11-05
Apollon Wealth Management, LLC
UNCHANGED11,15011,15000%$242.5K$253.9K+$11.4K2026-10-23
Bank of New York Mellon Corp
DECREASED10,00015,000-5,000-33%$326.3K$227.7K-$98.5K2026-11-05
Birch Financial Group, LLC
NEW1,001—+1,001——$22.8K—2026-10-27
American Capital Advisory, LLC
UNCHANGED212100%$457$479+$222026-10-28
Foguth Wealth Management, Llc.
CLOSED027,930-27,930-100%$608.2K$0-$608.2K2026-10-19
Wealthspire Advisors, LLC
N/A—1,220,295-1,220,295-100%$26.5M———
Riverview Capital Advisers, LLC
N/A—453,193-453,193-100%$9.9M———
Jane Street Group, LLC
N/A—22,921-22,921-100%$498.5K———
Showing 9 of 9 institutions