LITMAN GREGORY FDS TR - POLEN CAP INTL G (PCIG) Institutional Ownership

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

Type / Class
Equity / POLEN CAP INTL G
Symbol
PCIG
Price per share
$9.20
All holders as of 30 Sep 2025
Q3 2025
Total 13F shares
2,045,007
Total reported value
$19,156,636
% of total 13F portfolios
0%
Share change
-19,534
Value change
-$191,040
Number of holders
15
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

As of 30 Sep 2025, 15 institutional investors reported holding 2,045,007 shares of LITMAN GREGORY FDS TR - POLEN CAP INTL G (PCIG).

Institutional Holders of LITMAN GREGORY FDS TR - POLEN CAP INTL G (PCIG) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q3 2,045,007 $19,156,636 -$191,040 $9.36 15
2025 Q2 2,064,541 $20,355,796 -$230,618 $9.86 15
2025 Q1 2,140,330 $19,679,542 -$948,089 $9.19 14
2024 Q4 2,188,856 $20,005,741 +$429,713 $9.13 16
2024 Q3 1,998,091 $19,862,752 -$153,222 $9.94 10
2024 Q2 2,013,506 $19,339,786 -$58,363 $9.61 7
2024 Q1 2,018,778 $20,178,007 +$20,178,064 $10.00 4