Who Owns PCFI?

Polen Floating Rate Income ETF — Institutional Ownership & 13F Holdings

Financial ServicesNYSE_ARCA

$22.97

+0.00 (+0.00%)

Market Cap

$9.4M

Shares Outstanding

405,254

Institutional Holders

1

Total Inst. Value

$2.3M

% of Float Held

—

QoQ Holder Change

—

Institutional data as of Q1 2025

Top 10 Institutional Holders(Q1 2025)

#FundValueShares
1BANK OF AMERICA CORP /DE/$2.3M93,285

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Frequently Asked Questions

How many institutional investors hold PCFI?

As of Q1 2025, 1 institutional investors report holding PCFI (Polen Floating Rate Income ETF) in their 13F filings.

Which hedge fund owns the most PCFI?

The largest institutional holder of PCFI is BANK OF AMERICA CORP /DE/ with $2.3M in shares.

Are institutions buying or selling PCFI?

This quarter, 1 institutions opened new positions in PCFI and 0 closed their positions.

What is 13F institutional ownership?

SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.

How often is institutional ownership data updated?

13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.