Polen Focus Growth ETF (PCLG)

Neutral

Insufficient data to determine institutional momentum.

Data as of Q1 2026

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Institutional Holders

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No collected fundamentals to build a valuation model.

No collected fundamentals for a quality & risk analysis.

No collected fundamentals for a dividends & returns analysis.

No collected fundamentals for a capital-allocation analysis.

No collected fundamentals for a debt & leverage analysis.

Buy / Sell Volume by Quarter

Total shares institutions bought (green) vs sold (red) each quarter across all holders.

Inferred from quarter-over-quarter change in each fund's 13F position (new stakes count as buys, exits as sells). Not tick-level trades.

No sector peer set for this ticker (missing sector classification, or too few peers with collected financials).

Ownership Map

Top 8 institutional holders — bubble size is position value, color is the move since last quarter. Hover any holder for detail.

Size by

Drag any bubble to rearrange · size = dollar value of the position

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Crowding AnalysisModerate

Holders8of 5,944

Avg: 68

Uncrowded68th percentileCrowded

Institutional Activity

Buy/Sell Ratio1x

34th percentile

4 buying4 selling

+2

New

-3

Closed

-1,494,167

Net shares

Ownership Concentration

Top 5: 99.5%Top 10: 100.0%

Wealthspire Advisors,58.3%

Foguth Wealth Management,20.8%

Riverview Capital Advisers,19.0%

Burk Holdings0.9%

JANE STREET GROUP,0.5%

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Conviction-Weighted Ownership

Median weight: 0.10%Avg weight: 0.67%Max: 3.42%High conviction (>1%): 2

Wealthspire Advisors,

Foguth Wealth Management,

Riverview Capital Advisers,

American Capital Advisory,

Institutional Trends (3 Quarters)

No trend data available for this metric.

Crowding AnalysisModerate

Holders8of 5,944

Avg: 68

Uncrowded68th percentileCrowded

Institutional Activity

Buy/Sell Ratio1x

34th percentile

4 buying4 selling

+2

New

-3

Closed

-1,494,167

Net shares

Ownership Concentration

Top 5: 99.5%Top 10: 100.0%

Wealthspire Advisors,58.3%

Foguth Wealth Management,20.8%

Riverview Capital Advisers,19.0%

Burk Holdings0.9%

JANE STREET GROUP,0.5%

Crowding AnalysisModerate

Holders8of 5,944

Avg: 68

Uncrowded68th percentileCrowded

Institutional Activity

Buy/Sell Ratio1x

34th percentile

4 buying4 selling

+2

New

-3

Closed

-1,494,167

Net shares

Ownership Concentration

Top 5: 99.5%Top 10: 100.0%

Wealthspire Advisors,58.3%

Foguth Wealth Management,20.8%

Riverview Capital Advisers,19.0%

Burk Holdings0.9%

JANE STREET GROUP,0.5%

Not enough quarter-end price history for a performance view. (Run collect_prices.py for this ticker.)

Ownership Map

Top 8 institutional holders — bubble size is position value, color is the move since last quarter. Hover any holder for detail.

Size by

Drag any bubble to rearrange · size = dollar value of the position

Ownership Map

Top 8 institutional holders — bubble size is position value, color is the move since last quarter. Hover any holder for detail.

Size by

Drag any bubble to rearrange · size = dollar value of the position