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 | 1.7M | $15M | -4% | Jun 2026 |
|
| AI Financial Services | 141k | $1.2M | -2% | Jun 2026 |
|
| Envestnet Asset Management | 107k | $848k | 14% | Mar 2026 |
|
| CLS Investments | 46k | $363k | -5% | Mar 2026 |
|
| Citadel Advisors | 28k | $224k | 9% | Mar 2026 |
|
| Jane Street | 19k | $154k | 31% | Mar 2026 |
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| BridgePort Financial Solutions | 19k | $170k | -7% | Jun 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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| Susquehanna International | 12k | $95k | 100% | Mar 2026 |
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| Advisor Group Holdings | 8.2k | $65k | 0% | Mar 2026 |
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| Guardian Wealth Advisors, Llc / Nc | 2.6k | $20k | 100% | Mar 2026 |
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| Aptus Capital Advisors | 2.6k | $20k | 18% | Mar 2026 |
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| Rossby Financial, LCC | 1.5k | $13k | 0% | Jun 2026 |
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| UBS Group | 179.00 | $1.4k | 100% | Mar 2026 |
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