Polen Capital Global Growth

PCGG • ARCA

Polen Capital Global Growth is an exchange-traded fund on ARCA. As of Q3 2025, 11 institutional investors hold shares in this ETF, with total holdings valued at $186.5M. HANTZ FINANCIAL SERVICES, INC. is the largest holder with a position valued at $181.2M.

Overview

Overview of institutional ownership in PCGG as of Q3 2025

All Institutions

Institutions: 11
Value Held: $186.5M
Shares Held: 15.2M
Avg Position: $17.0M
Median Position: $408.1K

Hedge Funds

Hedge Funds: 0
Value Held: -
Shares Held: -
Avg Position: -
Median Position: -

Biggest Investors

Institutions with the largest positions in PCGG as of Q3 2025

Institution	Key People	Position Value	Ownership	Owned Since	Total AUM (Long)
HANTZ FINANCIAL SERVICES, INC. RIA/Wealth	John Francis Machcinski President	$181.2M 2.96% of portfolio	14.7M shares	Q4 2023 Held for 1y 11m	$6.1B
F FLOW TRADERS U.S. LLC Institution	-	$2.1M 0.10% of portfolio	172.6K shares	Q2 2025 Held for 5 months	$2.1B
BANK OF MONTREAL /CAN/ Institution	Darryl White CEO	$1.5M 0.00% of portfolio	125.8K shares	Q1 2024 Held for 1y 8m	$227.19B
J JANE STREET GROUP, LLC Institution	-	$684.1K 0.00% of portfolio	55.7K shares	Q4 2023 Held for 1y 11m	$84.1B
S Skopos Labs, Inc. RIA/Wealth	Erkko Mikonpoika Etula CEO	$455.5K 0.05% of portfolio	38.3K shares	Q1 2025 Held for 8 months	$926.8M
D Dash Acquisitions Inc. Institution	-	$408.1K 0.08% of portfolio	32.7K shares	Q1 2024 Held for 1y 8m	$502.9M
Aptus Capital Advisors, LLC ETF Provider	Brett Mathew Wickmann CCO	$76.0K 0.00% of portfolio	6.2K shares	Q4 2024 Held for 11 months	$10.8B
CWM, LLC RIA/Wealth	George Burton White CEO	$7.5K 0.00% of portfolio	610.0 shares	Q3 2025 Held for 2 months	$31.5B
UBS Group AG Institution	Sergio P. Ermotti CEO	$7.0K 0.00% of portfolio	568.0 shares	Q3 2023 Held for 2y 2m	$511.54B
AE Wealth Management LLC RIA/Wealth	David James Callanan CEO	$6.5K 0.00% of portfolio	525.0 shares	Q1 2025 Held for 8 months	$15.2B

Net Capital Flow

Institutional buying and selling activity for PCGG in Q3 2025

Traded: +$5.9M
Buyers: 6
Sellers: 6
Total Bought: +$6.7M
Total Sold: −$753.7K
Avg Position: $12.4M

Biggest Buyers

Institution	Net Bought	Current Position
HANTZ FINANCIAL SERVICES, INC. RIA/Wealth	+$4.8M +391.5K shares	$181.2M 14.7M shares
F FLOW TRADERS U.S. LLC Institution	+$1.6M +129.6K shares	$2.1M 172.6K shares
J JANE STREET GROUP, LLC Institution	+$274.8K +22.4K shares	$684.1K 55.7K shares
CWM, LLC RIA/Wealth	+$7.5K +610.0 shares	$7.5K 610.0 shares
UBS Group AG Institution	+$7.0K +-14.9K shares	$7.0K 568.0 shares
A Advisory Services Network, LLC RIA/Wealth	+$1.8K +150.0 shares	$1.8K 150.0 shares

Biggest Sellers

Institution	Net Sold	Current Position
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	−$442.2K −36.9K shares	Sold Off 0 shares
GUARDIAN WEALTH ADVISORS, LLC / NC RIA/Wealth	−$128.7K −10.8K shares	Sold Off 0 shares
BANK OF MONTREAL /CAN/ Institution	−$96.4K −7.8K shares	$1.5M 125.8K shares
Aptus Capital Advisors, LLC ETF Provider	−$56.1K −4.6K shares	$76.0K 6.2K shares
RAYMOND JAMES FINANCIAL INC RIA/Wealth	−$25.0K −2.1K shares	Sold Off 0 shares
A Advisor Group Holdings, Inc. Institution	−$5.2K −438.0 shares	Sold Off 0 shares

Entry and Exit Activity

Institutions that initiated new positions or completely exited PCGG in Q3 2025

New Positions: 2
New Value: $9.3K
Exited Positions: 4
Exited Value: $601.2K

New Positions

Institution	Position Value
CWM, LLC RIA/Wealth	$7.5K 610.0 shares
A Advisory Services Network, LLC RIA/Wealth	$1.8K 150.0 shares

Exited Positions

Institution	Previous Position
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	$442.2K 36.9K shares
GUARDIAN WEALTH ADVISORS, LLC / NC RIA/Wealth	$128.7K 10.8K shares
RAYMOND JAMES FINANCIAL INC RIA/Wealth	$25.0K 2.1K shares
A Advisor Group Holdings, Inc. Institution	$5.2K 438.0 shares

Options Activity

Institutions with the largest Call and Put options positions in PCGG as of Q3 2025

Call Positions: 0
Call Value: -
Put Positions: 0
Put Value: -

Call Positions

Institution	Position Value
No call positions found

Put Positions

Institution	Position Value
No put positions found

Most Committed Institutions

Institutions with PCGG as the highest % of their portfolio as of Q3 2025

Institution	Key People	Portfolio Weight	Ownership	Owned Since	Total AUM (Long)
HANTZ FINANCIAL SERVICES, INC. RIA/Wealth	John Francis Machcinski President	2.96% $181.2M	14.7M shares	Q4 2023 Held for 1y 11m	$6.1B
F FLOW TRADERS U.S. LLC Institution	-	0.10% $2.1M	172.6K shares	Q2 2025 Held for 5 months	$2.1B
D Dash Acquisitions Inc. Institution	-	0.08% $408.1K	32.7K shares	Q1 2024 Held for 1y 8m	$502.9M
S Skopos Labs, Inc. RIA/Wealth	Erkko Mikonpoika Etula CEO	0.05% $455.5K	38.3K shares	Q1 2025 Held for 8 months	$926.8M
J JANE STREET GROUP, LLC Institution	-	0.00% $684.1K	55.7K shares	Q4 2023 Held for 1y 11m	$84.1B
Aptus Capital Advisors, LLC ETF Provider	Brett Mathew Wickmann CCO	0.00% $76.0K	6.2K shares	Q4 2024 Held for 11 months	$10.8B
BANK OF MONTREAL /CAN/ Institution	Darryl White CEO	0.00% $1.5M	125.8K shares	Q1 2024 Held for 1y 8m	$227.19B
AE Wealth Management LLC RIA/Wealth	David James Callanan CEO	0.00% $6.5K	525.0 shares	Q1 2025 Held for 8 months	$15.2B
A Advisory Services Network, LLC RIA/Wealth	David Edward Paulukaitis Managing Partner	0.00% $1.8K	150.0 shares	Q3 2025 Held for 2 months	$6.8B
CWM, LLC RIA/Wealth	George Burton White CEO	0.00% $7.5K	610.0 shares	Q3 2025 Held for 2 months	$31.5B