Who owns PCHI - FUNDVANTAGE TR - POLEN HIGH INCOM based on 13F filings?

7 institutions reported positions in PCHI - FUNDVANTAGE TR - POLEN HIGH INCOM as of Q4 2025. Open the latest holders period and ownership history tables on this page for position-level details.

FUNDVANTAGE TR - POLEN HIGH INCOM (PCHI) Institutional Ownership

Q: What is CUSIP 36087T411?

CUSIP 36087T411 is the security identifier used in SEC filing datasets for PCHI - FUNDVANTAGE TR - POLEN HIGH INCOM.

CUSIP: 36087T411

13F Institutional Holders and Ownership History from Q2 2025 to Q4 2025

Type / Class: Equity / POLEN HIGH INCOM
Symbol: PCHI
Price per share: $25.00
All holders as of 31 Dec 2025: Q4 2025
Total 13F shares: 825,604
Total reported value: $20,635,394
% of total 13F portfolios: 0%
Share change: +20,517
Value change: +$512,784
Number of holders: 7

Reported Shares, Excluding Options vs Price

Reported Value, Excluding Options

Total Investors

Investment Quick Answers

What is CUSIP 36087T411?
CUSIP 36087T411 identifies PCHI - FUNDVANTAGE TR - POLEN HIGH INCOM in SEC 13F datasets.

Where can I see the latest institutional holders?
Review the Q4 2025 holders report and the ownership history table below.

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Recent Quarterly Holder Reports

Open recent reporting periods for CUSIP 36087T411:

Q4 2025 (7 holders) Q3 2025 (4 holders) Q2 2025 (3 holders)

As of 31 Dec 2025, 7 institutional investors reported holding 825,604 shares of FUNDVANTAGE TR - POLEN HIGH INCOM (PCHI).

Institutional Holders of FUNDVANTAGE TR - POLEN HIGH INCOM (PCHI) across Reporting Periods

Period	Reported Shares, Excl. Options	Value, Excl. Options	Value Change	Price (Median)	Investors
2025 Q4	825,604	$20,635,394	+$512,784	$24.99	7
2025 Q3	605,087	$15,367,750	+$1,348,364	$25.40	4
2025 Q2	551,959	$14,128,409	+$14,128,409	$25.60	3