22 institutions reported holding $206.8M of POLEN DIVIDEND INCOME ETF (DIVZ) in SEC 13F filings for 2026-03-31. Largest institutional holders: 49 WEALTH MANAGEMENT, LLC ($159.2M), Weaver Consulting Group ($29.0M), TITLEIST ASSET MANAGEMENT, LLC ($14.7M), Thrivent Financial for Lutherans ($818,000), M3 Advisory Group, LLC ($741,650). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | 49 WEALTH MANAGEMENT, LLC | $159.2M | 4.3M | Added |
| 2 | Weaver Consulting Group | $29.0M | 778,869 | Added |
| 3 | TITLEIST ASSET MANAGEMENT, LLC | $14.7M | 396,060 | Trimmed |
| 4 | Thrivent Financial for Lutherans | $818,000 | 21,990 | Trimmed |
| 5 | M3 Advisory Group, LLC | $741,650 | 19,922 | Added |
| 6 | OSAIC HOLDINGS, INC. | $568,882 | 15,280 | Trimmed |
| 7 | Joel Isaacson & Co., LLC | $528,565 | 14,198 | Added |
| 8 | Financial Gravity Asset Management, Inc. | $312,795 | 8,402 | Trimmed |
| 9 | JANE STREET GROUP, LLC | $286,691 | 7,701 | New |
| 10 | Tower Research Capital LLC (TRC) | $242,167 | 6,505 | Trimmed |
| 11 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $236,806 | 6,361 | New |
| 12 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $101,334 | 2,722 | New |
| 13 | UBS Group AG | $25,762 | 692 | Trimmed |
| 14 | HARBOUR INVESTMENTS, INC. | $5,584 | 150 | Hold |
| 15 | EverSource Wealth Advisors, LLC | $4,356 | 117 | Hold |
| 16 | DHJJ Financial Advisors, Ltd. | $1,977 | 53 | Hold |
| 17 | Blue Trust, Inc. | $862 | 23 | Trimmed |
| 18 | AE Wealth Management LLC | $649 | 17 | Hold |
| 19 | MORGAN STANLEY | $37 | 1 | Hold |
| 20 | Verity & Verity, LLC | $0 | 0 | Exited |
| 21 | Financial Management Professionals, Inc. | $0 | 0 | Exited |
| 22 | JPMORGAN CHASE & CO | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31