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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 2025-09-30, 2,045,007 shares in all. 2 filers opened a position and 2 filers sold out during the quarter.

Managers
15
13F filers
15
New
2
Added
5
Reduced
7
Sold out
2
Shares held by filers
2,045,007

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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,…1,639,829$15.4M0.04%-17,23013F-HRTimeline
A&I FINANCIAL SERVICES, LLC121,481$1.14M0.56%+5,05213F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC112,697$1.06M<0.01%-5,44713F-HRTimelineGroup
Orion Porfolio Solutions, LLC48,972$459K<0.01%-33513F-HRTimeline
BridgePort Financial Solutions, LLC27,240$255K0.07%-3,09113F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…17,584$165K<0.01%new13F-HRTimelineGroup
Smart Portfolios, LLC13,426$126K0.12%-2,11313F-HRTimeline
Insight Advisors, LLC/ PA13,026$122K0.02%013F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC12,583$118K<0.01%-2,51213F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC12,073$113K<0.01%-1,73213F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/8,908$83.4K<0.01%+2,23513F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.8,653$81K<0.01%+1413F-HRTimelineGroup
UBS Group AGin group UBS Group AG3,703$34.7K<0.01%+2,84213F-HRTimelineGroup
Aptus Capital Advisors, LLC3,161$29.6K<0.01%+18713F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY1,671$15.6K<0.01%new13F-HR/ATimelineGroup