# POLEN DIVIDEND INCOME ETF POLEN DIVIDEND I

POLEN DIVIDEND INCOME ETF POLEN DIVIDEND I is a security (CUSIP 210322731) tracked across SEC portfolio filings. 22 institutional managers reported $211.5M on Form 13F as of 2026-06-30.

## Summary

- Issuer: POLEN DIVIDEND INCOME ETF
- Class: POLEN DIVIDEND I
- CUSIP: 210322731
- 13F holders: 22
- 13F value: $211.5M
- 13F period: 2026-06-30
- N-PORT fund positions: 0

## Top institutional holders (Form 13F)

_Showing 15 of 22 managers by value._

| Manager | Location | Value | Shares |
| --- | --- | --- | --- |
| [49 WEALTH MANAGEMENT, LLC](https://search.stillhousedata.com/firm/319484) | AUSTIN, TX | $159.2M | 4,276,008 |
| Weaver Consulting Group | HUNTINGTON BEACH, CA | $34.0M | 910,463 |
| [TITLEIST ASSET MANAGEMENT, LLC](https://search.stillhousedata.com/firm/323567) | SAN ANTONIO, TX | $14.8M | 396,150 |
| M3 Advisory Group, LLC | NEEDHAM HEIGHTS, MA | $761K | 20,355 |
| [Joel Isaacson & Co., LLC](https://search.stillhousedata.com/firm/152450) | NEW YORK, NY | $589K | 15,768 |
| OSAIC HOLDINGS, INC. | PHOENIX, AZ | $569K | 15,280 |
| Financial Gravity Companies, Inc. | Lakeway, TX | $315K | 8,421 |
| Financial Gravity Asset Management, Inc. | Lakeway, TX | $313K | 8,402 |
| JANE STREET GROUP, LLC | NEW YORK, NY | $287K | 7,701 |
| Tower Research Capital LLC (TRC) | NEW YORK, NY | $242K | 6,505 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | BALA CYNWYD, PA | $237K | 6,361 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | MILWAUKEE, WI | $101K | 2,722 |
| UBS Group AG | Zurich, V8 | $26K | 692 |
| [HARBOUR INVESTMENTS, INC.](https://search.stillhousedata.com/firm/19258) | MADISON, WI | $6K | 150 |
| [EverSource Wealth Advisors, LLC](https://search.stillhousedata.com/firm/286340) | BIRMINGHAM, AL | $4K | 117 |

## More

- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/security/210322731.md)
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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.