# FUNDVANTAGE TR POLEN FLT RATE

FUNDVANTAGE TR POLEN FLT RATE is a security (CUSIP 36087T429) tracked across SEC portfolio filings. 4 institutional managers reported $2.2M on Form 13F as of 2026-03-31.

## Summary

- Issuer: FUNDVANTAGE TR
- Class: POLEN FLT RATE
- CUSIP: 36087T429
- 13F holders: 4
- 13F value: $2.2M
- 13F period: 2026-03-31
- N-PORT fund positions: 0

## Top institutional holders (Form 13F)

| Manager | Location | Value | Shares |
| --- | --- | --- | --- |
| BANK OF AMERICA CORP /DE/ | CHARLOTTE, NC | $2.1M | 93,285 |
| OSAIC HOLDINGS, INC. | PHOENIX, AZ | $96K | 4,243 |
| UBS Group AG | Zurich, V8 | $2K | 108 |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | BIRMINGHAM, AL | — | 0 |

## More

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