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PCGG LITMAN GREGORY FDS TR

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POLE CAP GLO ETF (fund)

14 managers (14 13F filers) reported a position in PCGG shares at 2025-06-30, 14,710,173 shares in all. 3 filers opened a position and 1 filer sold out during the quarter.

Managers
14
13F filers
14
New
3
Added
6
Reduced
2
Sold out
1
Shares held by filers
14,710,173

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
HANTZ FINANCIAL SERVICES, INC.14,352,330$172M2.78%+655,59813F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/133,634$1.6M<0.01%-21,95913F-HRTimelineGroup
FLOW TRADERS U.S. LLC42,982$514K0.02%new13F-HRTimeline
Brooklyn Investment Group38,329$459K0.06%+37,24813F-HR/ATimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…36,945$442K<0.01%+26,30113F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC33,301$399K<0.01%-2,71413F-HRTimelineGroup
Dash Acquisitions Inc.32,678$399K0.08%013F-HRTimeline
UBS Group AGin group UBS Group AG15,418$185K<0.01%+12,02813F-HRTimelineGroup
Aptus Capital Advisors, LLC10,752$129K<0.01%+25013F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC10,752$129K0.01%+25013F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC2,089$25K<0.01%new13F-HRTimelineGroup
AE Wealth Management LLC525$6.28K<0.01%013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.438$5.24K<0.01%new13F-HR/ATimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.