Q1 2024 13F Holders as of 31 Mar 2024
-
Type / Class
-
Equity / POLEN CAPITAL GL
-
Number of holders
-
7
-
Total 13F shares, excl. options
-
7,352,948
-
Shares change
-
+120,360
-
Total reported value, excl. options
-
$83,191,484
-
Value change
-
+$4,352,562
-
Number of buys
-
6
-
Number of sells
-
-4
-
Price
-
$11.32
Significant Holders of LITMAN GREGORY FDS TR - POLEN CAPITAL GL (PCGG) as of Q1 2024
10 filings reported holding PCGG - LITMAN GREGORY FDS TR - POLEN CAPITAL GL as of Q1 2024.
LITMAN GREGORY FDS TR - POLEN CAPITAL GL (PCGG) has 7 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 7,352,948 shares
.
Largest 10 shareholders include HANTZ FINANCIAL SERVICES, INC. (7,190,798 shares), Dash Acquisitions Inc. (82,336 shares), CITADEL ADVISORS LLC (38,498 shares), BANK OF MONTREAL /CAN/ (23,604 shares), FLOW TRADERS U.S. LLC (15,621 shares), UBS Group AG (1,423 shares), OSAIC HOLDINGS, INC. (668 shares), JANE STREET GROUP, LLC (0 shares), HANTZ FINANCIAL SERVICES, INC. (0 shares), and SUSQUEHANNA INTERNATIONAL GROUP, LLP (0 shares).
This table shows the top 7 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.