Latest Period
Q2 2026
Security Snapshot
LITMAN GREGORY FDS TR - POLEN CAP INTL G (PCIG) Institutional Ownership
CUSIP: 53700T736
13F Institutional Holders and Ownership History from Q1 2024 to Q2 2026
Institutions Reporting
11
Shares (Excl. Options)
2,113,968
Price
$8.81
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- Security type / class
- Equity / POLEN CAP INTL G
- Symbol
- PCIG
- All holders as of 30 Jun 2026
- Q2 2026
- Total 13F shares
- 2,113,968
- Total 13F value
- $18,623,761
- Portfolio coverage rank
- 0%
- Share change
- -92,203
- Value change
- -$769,625
- Number of holders
- 11
- SEC-reported price per share
- $8.50
Latest holder snapshot
5 signals
Issuer context
Names, identifiers, and filing context for this profile.
1 identity field
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors
Key facts
- PCIG - LITMAN GREGORY FDS TR - POLEN CAP INTL G is tracked under CUSIP 53700T736.
- 11 institutions reported positions in Q2 2026.
- Schedule 13D/13G significant owner rows are not currently available.
Change
- Holder count moved from 15 to 11 between Q1 2026 and Q2 2026.
- SEC-reported value moved from $17,561,227 to $18,623,761.
Research use
- You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
- 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.
Evidence
Source: SEC Form 13F
Open SEC evidence
Latest holder context comes from 11 institutions filings for Q2 2026.
Security key
53700T736
Latest holder period
Q2 2026
13F holders
11
13D/G owners
0
CIK / CUSIP context first
Broader feeds
Recent Quarterly Holder Reports
Open recent reporting periods for CUSIP 53700T736:
As of 30 Jun 2026, 11 institutional investors reported holding 2,113,968 shares of LITMAN GREGORY FDS TR - POLEN CAP INTL G (PCIG).
Quarter history
Institutional holders across reporting periods
Holder count, reported shares/value, and median price by quarter.
Periods
10
Latest
Q2 2026
Rows shown
1-10 of 10
| Period | 13F Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2026 Q2 | 2,113,968 | $18,623,761 | -$769,625 | $8.81 | 11 |
| 2026 Q1 | 2,206,171 | $17,561,227 | +$1,941,265 | $7.96 | 15 |
| 2025 Q4 | 1,962,318 | $17,886,954 | -$766,063 | $9.12 | 11 |
| 2025 Q3 | 2,045,007 | $19,156,636 | -$191,039 | $9.36 | 15 |
| 2025 Q2 | 2,064,541 | $20,355,796 | -$230,620 | $9.86 | 15 |
| 2025 Q1 | 2,140,330 | $19,679,542 | -$948,090 | $9.19 | 14 |
| 2024 Q4 | 2,243,623 | $20,505,764 | +$426,023 | $9.13 | 17 |
| 2024 Q3 | 2,053,262 | $20,411,207 | -$160,520 | $9.94 | 11 |
| 2024 Q2 | 2,069,411 | $19,876,759 | +$478,609 | $9.61 | 8 |
| 2024 Q1 | 2,018,778 | $20,178,007 | +$20,178,007 | $10.00 | 4 |