Q1 2025 13F Holders as of 31 Mar 2025
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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
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Number of holders
-
14
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Value change
-
-$948,090
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Number of buys
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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) had 14 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions held a total of 2,140,330 shares of stock of the company.
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 table shows 14 institutional shareholders of the security as of 31 Mar 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.