Q2 2025 13F Holders as of 30 Jun 2025
-
Type / Class
-
Equity / POLEN CAP INTL G
-
Number of holders
-
15
-
Total 13F shares, excl. options
-
2,064,541
-
Shares change
-
-23,428
-
Total reported value, excl. options
-
$20,355,796
-
Value change
-
-$230,620
-
Number of buys
-
9
-
Number of sells
-
-7
-
Price
-
$9.86
Significant Holders of LITMAN GREGORY FDS TR - POLEN CAP INTL G (PCIG) as of Q2 2025
16 filings reported holding PCIG - LITMAN GREGORY FDS TR - POLEN CAP INTL G as of Q2 2025.
LITMAN GREGORY FDS TR - POLEN CAP INTL G (PCIG) has 15 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 2,064,541 shares
.
Largest 10 shareholders include Cambridge Investment Research Advisors, Inc. (1,657,059 shares), ENVESTNET ASSET MANAGEMENT INC (118,144 shares), A&I FINANCIAL SERVICES, LLC (116,429 shares), Orion Porfolio Solutions, LLC (49,307 shares), BridgePort Financial Solutions, LLC (30,331 shares), Smart Portfolios, LLC (15,539 shares), JANE STREET GROUP, LLC (15,095 shares), CITADEL ADVISORS LLC (13,805 shares), FLOW TRADERS U.S. LLC (13,685 shares), and Insight Advisors, LLC/ PA (13,026 shares).
This table shows the top 15 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.