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 |
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| AI Financial Services | 141k | $1.2M | -2% | Jun 2026 |
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| Envestnet Asset Management | 119k | $1.0M | 11% | Jun 2026 |
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| CLS Investments | 49k | $433k | 8% | Jun 2026 |
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| LPL Financial | 19k | $171k | 27% | Jun 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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| Susquehanna International | 15k | $130k | 23% | Jun 2026 |
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| Advisor Group Holdings | 10k | $89k | 23% | Jun 2026 |
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| Aptus Capital Advisors | 3.0k | $26k | 16% | Jun 2026 |
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| Rossby Financial, LCC | 1.5k | $13k | 0% | Jun 2026 |
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Who sold out of Litman Gregory Fds Tr Polen?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Citadel Advisors | Mar 2026 | 28k | $224k |
| Jane Street | Mar 2026 | 19k | $154k |
| Guardian Wealth Advisors, Llc / Nc | Mar 2026 | 2.6k | $20k |