PCHI

Polen High Income ETFETF
UnclassifiedUSCUSIP 36087T411◍ Confluence graph
Tracked 13F Holders
6
-3 QoQ
13F Value (tracked)
$6.3M
13F Moves · latest Q
2 added
1 trimmed
Recent Filings
0

Who owns PCHI?

6 tracked 13F filers

6 tracked 13F filers disclose a position in PCHI as of the latest SEC 13F filings, a combined $6.3M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

#FundPosition valueSharesLast moveAs ofHistory
1ALONGSIDE, LLC
$2.5M
103K
New
+103K sh
Q2 2026
249 WEALTH MANAGEMENT, LLC
$2.5M
103K
−82%
Reduced · −462K sh
Q2 2026
3Dash Acquisitions Inc.
$1.1M
46K
+6.6%
Added · +3K sh
Q3 2026
4OSAIC HOLDINGS, INC.
$154K
6K
+65%
Added · +2K sh
Q1 2026
5Farther Finance Advisors, LLC
$48K
2K
−39%
Reduced · −1K sh
Q1 2026
6UBS Group AG
$97
4
−97%
Reduced · −112 sh
Q1 2026

Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

Is PCHI being bought or sold by institutions?

Last quarter, 1 fund opened a new position in PCHI and 1 added to an existing one, while 1 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).

Opened (NEW)
1
funds
Added
1
funds
Reduced
1
funds
Exited
0
funds

Funds that own PCHI also own

CompanyCo-held byCombined value
ISHARES CORE S&P 500 ETFIVV3 funds$598.6M
VANGUARD S&P 500 ETFVOO3 funds$282.2M
APPLE INCAAPL3 funds$275.3M
NVIDIA CORPNVDA3 funds$230.3M
MICROSOFT CORPMSFT3 funds$162.2M
AMAZON.COM INCAMZN3 funds$151.6M
ALPHABET INC-CL CGOOG3 funds$118.3M
INVESCO QQQ TRUST SERIES 1QQQ3 funds$96.5M
ALPHABET INC-CL AGOOGL3 funds$89.4M
META PLATFORMS INC-CLASS AMETA3 funds$77.7M
VANGUARD TOTAL STOCK MKT ETFVTI3 funds$76.0M
SS SPDR S&P 500 ETF TRUST-USSPY3 funds$70.6M

Ranked by how many of PCHI's institutional holders also hold each name, a cross-fund conviction signal.

Institutional ownership over time

2 funds+1 since Q2 2025
036Q2 2025Q3 2025Q4 2025Q1 2026Q2 2026
funds holding aggregate valuelatest $5.0M

Share classes

Class13F holdersValue held
PCLGPOLEN FOCUS GROW8 funds$42.7M
PCHIthis pagePOLEN HIGH INCOM6 funds$6.3M
PCFIPOLEN FLT RATE3 funds$2.2M

Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.

Recent filings

0 shown

No filings captured for this ticker in the live stream yet.

Keep exploring

Connected entities for PCHI

Browse more

Build

Ask your agent what changed in PCHI

This ETF page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/PCHI/capital-change-brief"
Ask your agent
Use Arkolith's capital_change_brief for PCHI.
Tell me what changed, whether insider activity
corroborates it, and cite the SEC evidence.

13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for PCHI. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.