Polen Credit Opportunities Fund - Common Shares Institutional Ownership

13F Institutional Holders and Ownership History

Type / Class
Equity / Common Shares
Shares outstanding
4,538,340

Significant Owners of Polen Credit Opportunities Fund - Common Shares based on Schedule 13D/G filings

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 7.4% 288,088 Daniel A. Davidowitz Revocable Trust U/A DTD 2/2/22 31 Dec 2024
MCKIBBEN CRAIG L 6.7% 258,079 Craig L. McKibben 31 Dec 2024
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