PCIG LITMAN GREGORY FDS TR
FollowPOLEN CAP INTL G (fund)
11 managers (11 13F filers) reported a position in PCIG shares at 2025-12-31, 1,962,318 shares in all. 1 filer opened a position and 5 filers sold out during the quarter.
- Managers
- 11
- 13F filers
- 11
- New
- 1
- Added
- 4
- Reduced
- 6
- Sold out
- 5
- Shares held by filers
- 1,962,318
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, Q4 2025
Filers in the available 13F reports with a share position at 2025-12-31, 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.
| Holder | Shares | Value | % of portfolio | Change | Source |
|---|---|---|---|---|---|
| Cambridge Investment Research Advisors,… | 1,592,054 | $14.5M | 0.04% | -47,775 | 13F-HRTimeline |
| A&I FINANCIAL SERVICES, LLC | 127,506 | $1.16M | 0.55% | +6,025 | 13F-HRTimeline |
| ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC | 93,745 | $854K | <0.01% | -18,952 | 13F-HRTimelineGroup |
| Orion Porfolio Solutions, LLC | 48,117 | $439K | <0.01% | -855 | 13F-HRTimeline |
| CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC | 25,750 | $235K | <0.01% | +13,677 | 13F-HRTimelineGroup |
| BridgePort Financial Solutions, LLC | 20,739 | $189K | 0.05% | -6,501 | 13F-HRTimeline |
| BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/ | 15,439 | $141K | <0.01% | +6,531 | 13F-HRTimelineGroup |
| JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC | 14,734 | $134K | <0.01% | +2,151 | 13F-HRTimelineGroup |
| LPL Financial LLC | 13,845 | $126K | <0.01% | new | 13F-HRTimeline |
| OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC. | 8,211 | $74.8K | <0.01% | -442 | 13F-HRTimelineGroup |
| Aptus Capital Advisors, LLC | 2,178 | $19.9K | <0.01% | -983 | 13F-HRTimeline |