PCIG LITMAN GREGORY FDS TR
FollowPOLEN CAP INTL G (fund)
11 managers (11 13F filers) reported a position in PCIG shares at 2026-06-30, 2,113,968 shares in all. 0 filers opened a position and 4 filers sold out during the quarter.
- Managers
- 11
- 13F filers
- 11
- New
- 0
- Added
- 7
- Reduced
- 3
- Sold out
- 4
- Shares held by filers
- 2,113,968
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 2026
Filers in the available 13F reports with a share position at 2026-06-30, 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.
| Holder | Shares | Value | % of portfolio | Change | Source |
|---|---|---|---|---|---|
| Cambridge Investment Research Advisors,… | 1,715,244 | $15.1M | 0.03% | -69,568 | 13F-HR/ATimeline |
| A&I FINANCIAL SERVICES, LLC | 140,638 | $1.24M | 0.54% | -2,615 | 13F-HRTimeline |
| ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC | 118,658 | $1.05M | <0.01% | +12,131 | 13F-HRTimelineGroup |
| Orion Porfolio Solutions, LLC | 49,198 | $433K | <0.01% | +3,615 | 13F-HRTimeline |
| BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/ | 22,103 | $195K | <0.01% | +6,567 | 13F-HRTimelineGroup |
| LPL Financial LLC | 19,440 | $171K | <0.01% | +4,188 | 13F-HRTimeline |
| BridgePort Financial Solutions, LLC | 19,342 | $170K | 0.04% | -1,397 | 13F-HRTimeline |
| SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO… | 14,730 | $130K | <0.01% | +2,746 | 13F-HRTimelineGroup |
| OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC. | 10,133 | $89.3K | <0.01% | +1,922 | 13F-HRTimelineGroup |
| Aptus Capital Advisors, LLC | 2,971 | $26.2K | <0.01% | +409 | 13F-HRTimeline |
| Rossby Financial, LCC | 1,511 | $13.3K | <0.01% | 0 | 13F-HRTimeline |