Q4 2023 13F Holders as of 31 Dec 2023
-
Type / Class
-
Equity / POLEN CAPITAL GL
-
Number of holders
-
5
-
Total 13F shares, excl. options
-
3,664,132
-
Shares change
-
+3,664,052
-
Total reported value, excl. options
-
$38,399,693
-
Value change
-
+$38,398,941
-
Number of buys
-
5
-
Number of sells
-
-1
-
Price
-
$10.48
Significant Holders of LITMAN GREGORY FDS TR - POLEN CAPITAL GL (PCGG) as of Q4 2023
6 filings reported holding PCGG - LITMAN GREGORY FDS TR - POLEN CAPITAL GL as of Q4 2023.
LITMAN GREGORY FDS TR - POLEN CAPITAL GL (PCGG) has 5 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 3,664,132 shares
.
Largest 6 shareholders include HANTZ FINANCIAL SERVICES, INC. (3,568,456 shares), FLOW TRADERS U.S. LLC (39,026 shares), JANE STREET GROUP, LLC (32,033 shares), CITADEL ADVISORS LLC (13,124 shares), SUSQUEHANNA INTERNATIONAL GROUP, LLP (11,493 shares), and UBS Group AG (0 shares).
This table shows the top 5 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.