LITMAN GREGORY FDS TR - POLEN CAP CHINA (PCCE) Institutional Ownership

13F Institutional Holders and Ownership History from Q1 2024 to Q3 2025

Type / Class
Equity / POLEN CAP CHINA
Symbol
PCCE
Price per share
$13.34
All holders as of 30 Sep 2025
Q3 2025
Total 13F shares
72,673
Total reported value
$1,047,582
% of total 13F portfolios
0%
Share change
-2,799
Value change
-$40,093
Number of holders
3
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

As of 30 Sep 2025, 3 institutional investors reported holding 72,673 shares of LITMAN GREGORY FDS TR - POLEN CAP CHINA (PCCE).

Institutional Holders of LITMAN GREGORY FDS TR - POLEN CAP CHINA (PCCE) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q3 72,673 $1,047,582 -$40,093 $14.42 3
2025 Q2 75,472 $965,408 +$89,491 $12.79 4
2025 Q1 93,433 $1,128,175 -$67,962 $12.07 4
2024 Q4 73,193 $795,847 -$16,568 $10.87 5
2024 Q3 74,711 $898,773 -$185,101 $12.03 4
2024 Q2 91,856 $927,241 +$66,735 $10.09 5
2024 Q1 85,245 $830,124 +$830,124 $9.74 3