Latest 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
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- Security type / class
- Equity / Common Shares
- Shares outstanding
- 4,313,786
Key facts
- 73110T100 - Polen Credit Opportunities Fund - Common Shares is tracked under CUSIP 73110T100.
- Latest finished 13F holder period is not available.
- 7 significant owners is listed from Schedule 13D/13G reporting.
Change
- Quarterly ownership records are not available yet for this CUSIP.
- This page updates as SEC-backed holdings history becomes available.
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
Latest holder 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 |