Who Owns Polen Floating Rate Income ETF (PCFI)?Hedge Fund & Institutional Holders
Institutional Holders
5
as of Q4 2025
Total Institutional Value
$2000000800.0T
% of Float Held
—
QoQ Change in Holders
+2 / -0
Price History
PCFI — Biggest New Institutional Buyers This Quarter
| Fund | Action | Shares Added | Value Added |
|---|---|---|---|
| WealthPLAN Partners, LLC | New Position | +14K | +$342K |
| OSAIC HOLDINGS, INC. | New Position | +3K | +$0 |
| JANE STREET GROUP, LLC | Increased | +37K | +$-452.7M |
PCFI — Institutions Reducing or Closing Positions
| Fund | Action | Shares Sold | Value Sold |
|---|---|---|---|
| Farther Finance Advisors, LLC | Decreased | -3K | -$72.9M |
Top Institutional Holders(Q4 2025)
| # | Fund | Shares | Value | % of Portfolio | Type |
|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE/ | 93,285 | $2.0B | 0.00% | Share |
| 2 | Farther Finance Advisors, LLC | 350 | $8.0M | 0.00% | Share |
| 3 | JANE STREET GROUP, LLC | 56,135 | $1.0M | 0.00% | Share |
| 4 | WealthPLAN Partners, LLC | 14,478 | $342K | 0.05% | Share |
| 5 | OSAIC HOLDINGS, INC. | 2,669 | $0 | 0.00% | Share |
PCFI Institutional Ownership History
| Quarter | Holders | Total Value | Change |
|---|---|---|---|
| Q4 2025 | 5 | $2.0B | +2 |
| Q3 2025 | 3 | $536.9M | +0 |
| Q2 2025 | 3 | $2.4B | +2 |
| Q1 2025 | 1 | $2.3B | — |
Similar Stocks by Institutional Ownership
As of Q4 2025, 5 institutional investors hold PCFI (Polen Floating Rate Income ETF). The largest holder is BANK OF AMERICA CORP /DE/ with $2.0B in shares. This quarter, 2 institutions opened new positions and 0 closed their positions.
Frequently Asked Questions
How many hedge funds own PCFI?
As of Q4 2025, 5 institutional investors report holding PCFI (Polen Floating Rate Income ETF) in their 13F filings.
Who is the largest institutional holder of PCFI?
The largest institutional holder of PCFI is BANK OF AMERICA CORP /DE/ with $2.0B in shares.
Is institutional ownership of PCFI increasing or decreasing?
This quarter, 2 institutions opened new positions in PCFI and 0 closed their positions.