FUNDVANTAGE TR POLEN FOCUS GROW is a security (CUSIP 36087T395) tracked across SEC portfolio filings. 9 institutional managers reported $43.5M on Form 13F as of 2026-06-30.
| Manager | Location | Value | Shares |
|---|---|---|---|
| Wealthspire Advisors, LLC | NEW YORK, NY | $31.4M | 1,533,930 |
| Riverview Capital Advisers, LLC | BOSTON, MA | $10.2M | 500,775 |
| Foguth Wealth Management, LLC. | BRIGHTON, MI | $608K | 27,930 |
| Burk Holdings LLC | TULSA, OK | $487K | 23,824 |
| JANE STREET GROUP, LLC | NEW YORK, NY | $256K | 12,521 |
| Apollon Wealth Management, LLC | MOUNT PLEASANT, SC | $243K | 11,150 |
| CITADEL ADVISORS LLC | MIAMI, FL | $239K | 11,672 |
| UBS Group AG | Zurich, V8 | $6K | 276 |
| American Capital Advisory, LLC | KETCHUM, ID | $457 | 21 |