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PCIG LITMAN GREGORY FDS TR

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POLEN CAP INTL G (fund)

16 managers (16 13F filers) reported a position in PCIG shares at 2025-06-30, 2,064,541 shares in all. 3 filers opened a position and 1 filer sold out during the quarter.

Managers
16
13F filers
16
New
3
Added
6
Reduced
6
Sold out
1
Shares held by filers
2,064,541

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
Cambridge Investment Research Advisors,…1,657,059$16.3M0.05%-53,36013F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC118,144$1.16M<0.01%+28,70713F-HRTimelineGroup
A&I FINANCIAL SERVICES, LLC116,429$1.15M0.65%+6,92313F-HRTimeline
Orion Porfolio Solutions, LLC49,307$486K<0.01%-3,05413F-HR/ATimeline
BridgePort Financial Solutions, LLC30,331$299K0.1%+13313F-HRTimeline
Smart Portfolios, LLC15,539$153K0.15%-91913F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC15,095$149K<0.01%-15,92913F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC13,805$136K<0.01%-13,80313F-HRTimelineGroup
FLOW TRADERS U.S. LLC13,685$135K<0.01%-27113F-HRTimeline
Insight Advisors, LLC/ PA13,026$128K0.02%new13F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.8,639$85.2K<0.01%new13F-HR/ATimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/6,673$65.8K<0.01%+6,07813F-HRTimelineGroup
Aptus Capital Advisors, LLC2,974$29.3K<0.01%+4413F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC2,974$29.3K<0.01%+4413F-HRTimeline
UBS Group AGin group UBS Group AG861$8.49K<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.