Q3 2025 13F Holders as of 30 Sep 2025
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Type / Class
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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
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235,555
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Shares change
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-3,272
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Total reported value, excl. options
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$2,622,127
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Value change
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-$36,422
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Number of buys
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1
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Number of sells
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4
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Price
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$11.13
Institutional Holders of LITMAN GREGORY FDS TR - POLEN CAP EMRGNG (PCEM) as of Q3 2025
As of 30 Sep 2025 LITMAN GREGORY FDS TR - POLEN CAP EMRGNG (PCEM) had 5 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions held a total of 235,555 shares of stock of the company.
Largest 5 holders included ENVESTNET ASSET MANAGEMENT INC, Orion Porfolio Solutions, LLC, SUSQUEHANNA INTERNATIONAL GROUP, LLP, OSAIC HOLDINGS, INC., and UBS Group AG.
This table shows 5 institutional shareholders of the security as of 30 Sep 2025.
| 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.