Latest Period
Q2 2026
Security Snapshot
LITMAN GREGORY FDS TR - POLEN CAPITAL GL (PCGG) Institutional Ownership
CUSIP: 53700T744
13F Institutional Holders and Ownership History from Q3 2023 to Q2 2026
Institutions Reporting
6
Shares (Excl. Options)
360,786
Price
$10.96
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- Security type / class
- Equity / POLEN CAPITAL GL
- Symbol
- PCGG
- All holders as of 30 Jun 2026
- Q2 2026
- Total 13F shares
- 360,786
- Total 13F value
- $3,954,697
- Portfolio coverage rank
- 0%
- Share change
- -224,176
- Value change
- -$2,397,212
- Number of holders
- 6
- SEC-reported price per share
- $10.81
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
- PCGG - LITMAN GREGORY FDS TR - POLEN CAPITAL GL is tracked under CUSIP 53700T744.
- 6 institutions reported positions in Q2 2026.
- Schedule 13D/13G significant owner rows are not currently available.
Change
- Holder count moved from 11 to 6 between Q1 2026 and Q2 2026.
- SEC-reported value moved from $5,873,851 to $3,954,697.
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 6 institutions filings for Q2 2026.
Security key
53700T744
Latest holder period
Q2 2026
13F holders
6
13D/G owners
0
CIK / CUSIP context first
Broader feeds
Recent Quarterly Holder Reports
Open recent reporting periods for CUSIP 53700T744:
As of 30 Jun 2026, 6 institutional investors reported holding 360,786 shares of LITMAN GREGORY FDS TR - POLEN CAPITAL GL (PCGG).
Quarter history
Institutional holders across reporting periods
Holder count, reported shares/value, and median price by quarter.
Periods
12
Latest
Q2 2026
Rows shown
1-12 of 12
| Period | 13F Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2026 Q2 | 360,786 | $3,954,697 | -$2,397,212 | $10.96 | 6 |
| 2026 Q1 | 584,962 | $5,873,851 | -$152,105,886 | $10.04 | 11 |
| 2025 Q4 | 15,678,070 | $187,656,696 | +$5,961,265 | $11.97 | 8 |
| 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 | $9.40 | 1 |