13F reference period
n/a
Security Snapshot
Polen Credit Opportunities Fund - Common Shares Institutional Ownership
CUSIP: 73110T100
13F Institutional Holders and Ownership History
Institutions Reporting
Shares (Excl. Options)
Price
The headline uses the Q2 2026 reference period after its reporting deadline. Available reports may still be incomplete or amended.
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- Security type / class
- Equity / Common Shares
- Shares outstanding
- 4,313,786
Filing notes and source
Key facts
- 73110T100 - Polen Credit Opportunities Fund - Common Shares is tracked under CUSIP 73110T100.
- 13F reference-period holder data is not available.
- 7 significant owners is listed from Schedule 13D/13G reporting.
Change
- Holder data for the Q2 2026 reference period is not available.
- Available periods remain in the history table; they do not substitute for the headline period.
Research use
- You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
- 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.
Evidence
Source: SEC Schedule 13D/G
Open SEC evidence
Ownership context comes from Schedule 13D/G and available holder history for this CUSIP.
Security key
73110T100
13F reference period
n/a
13F holders
13D/G owners
7
CIK / CUSIP context first
73110T100 full holder history
Polen Credit Opportunities Fund SEC filings
Polen Credit Opportunities Fund insider transactions
Broader feeds
13D/G owners
Significant owners
Large-stake holder rows connected to Schedule 13D/G evidence.
Rows
7
Security
73110T100
| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| BREAZZANO DAVID J | 24% | 913,179 | David J. Breazzano | 31 Dec 2024 | ||||
| Stanley C. Moss Revocable Trust U/A DTD 10/13/2015 | 17% | +14% | 786,395 | +38% | Stanley C. Moss Revocable Trust U/A DTD 10/13/2015 | 30 Jun 2025 | ||
| Damon A. Ficklin Revocable Trust U/A DTD 12/30/2019 | 15% | 576,177 | Damon A. Ficklin Revocable Trust U/A DTD 12/30/2019 | 31 Dec 2024 | ||||
| Daniel A. Davidowitz Revocable Trust U/A dated 2/2/22 | 5.7% | -25% | 245,886 | -15% | Daniel A. Davidowitz Revocable Trust U/A dated 2/2/22 | 30 Jun 2026 | ||
| Polen Capital Credit, LLC | 5.3% | 240,532 | Polen Capital Credit, LLC | 31 Dec 2025 | ||||
| POLEN CAPITAL MANAGEMENT LLC | 4.9% | -12% | 227,894 | +5.1% | POLEN CAPITAL MANAGEMENT LLC | 30 Jun 2025 | ||
| MCKIBBEN CRAIG L | 5.1% | -22% | 220,272 | -15% | MCKIBBEN CRAIG L | 30 Jun 2026 |