Q1 2025 13F Holders as of 31 Mar 2025
-
Type / Class
-
Equity / POLEN CAP INTL G
-
Total 13F shares
-
2,140,330
-
Share change
-
-103,293
-
Total reported value
-
$19,679,542
-
Price per share
-
$9.19
-
Number of holders
-
14
-
Value change
-
-$948,089
-
Number of buys
-
6
-
Number of sells
-
14
Institutional Holders of LITMAN GREGORY FDS TR - POLEN CAP INTL G (PCIG) as of Q1 2025
As of 31 Mar 2025,
LITMAN GREGORY FDS TR - POLEN CAP INTL G (PCIG) was held by
14 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
2,140,330 shares.
The largest 10 holders included
Cambridge Investment Research Advisors, Inc., A&I FINANCIAL SERVICES, LLC, ENVESTNET ASSET MANAGEMENT INC, Orion Portfolio Solutions, LLC, Orion Porfolio Solutions, LLC, JANE STREET GROUP, LLC, BridgePort Financial Solutions, LLC, CITADEL ADVISORS LLC, Smart Portfolios, LLC, and FLOW TRADERS U.S. LLC.
This page lists
14
institutional shareholders reporting positions in this security
for the Q1 2025 filing period.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price
|
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.