Q4 2024 13F Holders as of 31 Dec 2024
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Type / Class
-
Equity / POLEN CAP EMRGNG
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Number of holders
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5
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Total 13F shares, excl. options
-
317,433
-
Shares change
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-17,918
-
Total reported value, excl. options
-
$3,187,026
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Value change
-
-$194,492
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Number of buys
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3
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Number of sells
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-3
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Price
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$10.04
Significant Holders of LITMAN GREGORY FDS TR - POLEN CAP EMRGNG (PCEM) as of Q4 2024
6 filings reported holding PCEM - LITMAN GREGORY FDS TR - POLEN CAP EMRGNG as of Q4 2024.
LITMAN GREGORY FDS TR - POLEN CAP EMRGNG (PCEM) has 5 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 317,433 shares
.
Largest 6 shareholders include ENVESTNET ASSET MANAGEMENT INC (144,784 shares), Orion Portfolio Solutions, LLC (71,009 shares), Orion Porfolio Solutions, LLC (71,009 shares), JANE STREET GROUP, LLC (18,985 shares), OSAIC HOLDINGS, INC. (11,646 shares), and SUSQUEHANNA INTERNATIONAL GROUP, LLP (0 shares).
This table shows the top 5 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| 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.