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Polen High Income ETF (PCHI)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Farther Finance Advisors, LLC
DECREASED
Shares225 from 1,054
Change-829 (-79%)
Value$5.3K (-$20.4K)
Filed 2026-10-08
Cambridge Investment Research Advisors, Inc.
CLOSED
Shares0 from 16,403
Change-16,403 (-100%)
Value$0 (-$400.0K)
Filed 2026-11-02
49 Wealth Management, LLC
N/A
Shares— from 102,524
Change-102,524 (-100%)
Value—
Alongside, LLC
N/A
Shares— from 102,524
Change-102,524 (-100%)
Value—
Dash Acquisitions Inc.
N/A
Shares— from 45,625
Change-45,625 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 10,044
Change-10,044 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 9,803
Change-9,803 (-100%)
Value—
UBS Group AG
N/A
Shares— from 552
Change-552 (-100%)
Value—
Status
Farther Finance Advisors, LLC
DECREASED2251,054-829-79%$25.7K$5.3K-$20.4K2026-10-08
Cambridge Investment Research Advisors, Inc.
CLOSED016,403-16,403-100%$400.0K$0-$400.0K2026-11-02
49 Wealth Management, LLC
N/A—102,524-102,524-100%$2.5M———
Alongside, LLC
N/A—102,524-102,524-100%$2.5M———
Dash Acquisitions Inc.
N/A—45,625-45,625-100%$1.1M———
Osaic Holdings, Inc.
N/A—10,044-10,044-100%$244.7K———
Jane Street Group, LLC
N/A—9,803-9,803-100%$238.8K———
UBS Group AG
N/A—552-552-100%$13.4K———
Showing 8 of 8 institutions