LITMAN GREGORY FDS TR - POLEN CAPITAL GL (PCGG)

Historical Holders from Q3 2023 to Q3 2025

Symbol
PCGG
Type / Class
Equity / POLEN CAPITAL GL
All holders as of 30 Sep 2025
Q3 2025
Total 13F shares, excl. options
15,176,875
Holdings value
$186,532,063
% of all portfolios
0%
Number of holders
11
Number of buys
5
Number of sells
-7
Average buys %
+0%
Average sells %
-0%
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Institutional Holders of LITMAN GREGORY FDS TR - POLEN CAPITAL GL (PCGG)

Period Reported Shares, Excl. Options Value, Excl. Options Change Price Investors
2025 Q3 15,176,875 $186,532,063 +$5,751,822 $12.29 11
2025 Q2 14,710,173 $176,087,238 +$7,582,235 $11.97 13
2025 Q1 14,085,677 $156,796,834 +$11,079,579 $11.13 11
2024 Q4 13,088,723 $154,199,933 +$14,414,708 $11.78 8
2024 Q3 11,862,929 $136,170,086 +$21,130,782 $11.48 8
2024 Q2 10,022,976 $111,369,009 +$29,660,574 $11.11 7
2024 Q1 7,352,948 $83,191,484 +$4,352,562 $11.32 7
2023 Q4 3,664,132 $38,399,693 +$38,398,941 $10.48 5
2023 Q3 80 $752 +$752 $9.4 1