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PCIG LITMAN GREGORY FDS TR

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POLEN CAP INTL G (fund)

15 managers (15 13F filers) reported a position in PCIG shares at 2025-03-31, 2,140,330 shares in all. 3 filers opened a position and 6 filers sold out during the quarter.

Managers
15
13F filers
15
New
3
Added
3
Reduced
8
Sold out
6
Shares held by filers
2,140,330

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
Cambridge Investment Research Advisors,…1,710,419$15.7M0.05%-45,54913F-HRTimeline
A&I FINANCIAL SERVICES, LLC109,506$1.01M0.68%+9,25213F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC89,437$822K<0.01%-15,78713F-HRTimelineGroup
Orion Porfolio Solutions, LLC52,361$481K<0.01%-2,40613F-HRTimeline
Orion Portfolio Solutions, LLC52,361$481K<0.01%-2,40613F-HR/ATimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC31,024$285K<0.01%-32,35413F-HR/ATimelineGroup
BridgePort Financial Solutions, LLC30,198$278K0.13%-13,20613F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC27,608$254K<0.01%new13F-HRTimelineGroup
Smart Portfolios, LLC16,458$151K0.16%+20113F-HRTimeline
FLOW TRADERS U.S. LLC13,956$128K0.01%new13F-HRTimeline
Aptus Capital Advisors, LLC2,930$26.9K<0.01%-5,95013F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC2,930$26.9K<0.01%-5,95013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/595$5.47K<0.01%+12613F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN547$5.03K<0.01%new13F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.