Who owns LITMAN GREGORY FDS TR POLEN?
- Ticker: PCIG
- CUSIP Number: 53700t736
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Analyze quarterly positions in Litman Gregory Fds Tr Polen with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of Litman Gregory Fds Tr Polen stock
Who bought or sold LITMAN GREGORY FDS TR POLEN this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| Cambridge Investment Research Advisors | 1.8M | $14M | 12% | Mar 2026 |
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| AI Financial Services | 143k | $1.1M | 12% | Mar 2026 |
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| Envestnet Asset Management | 107k | $848k | 14% | Mar 2026 |
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| CLS Investments | 46k | $363k | -5% | Mar 2026 |
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| Citadel Advisors | 28k | $224k | 9% | Mar 2026 |
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| BridgePort Financial Solutions | 21k | $165k | 0% | Mar 2026 |
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| Jane Street | 19k | $154k | 31% | Mar 2026 |
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| Bank Of Montreal | 16k | $124k | 100% | Mar 2026 |
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| LPL Financial | 15k | $121k | 10% | Mar 2026 |
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| Advisor Group Holdings | 8.2k | $75k | -5% | Dec 2025 |
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| Aptus Capital Advisors | 2.6k | $20k | 18% | Mar 2026 |
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| Rossby Financial, LCC | 1.5k | $12k | 100% | Mar 2026 |
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| UBS Group | 179.00 | $1.4k | 100% | Mar 2026 |
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Who sold out of Litman Gregory Fds Tr Polen?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Susquehanna International | Sep 2025 | 18k | $165k |