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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 2026-03-31, 2,206,171 shares in all. 4 filers opened a position and 0 filers sold out during the quarter.

Managers
15
13F filers
15
New
4
Added
8
Reduced
1
Sold out
0
Shares held by filers
2,206,171

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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,…1,784,812$14.2M0.04%+192,75813F-HRTimeline
A&I FINANCIAL SERVICES, LLC143,253$1.14M0.54%+15,74713F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC106,527$848K<0.01%+12,78213F-HRTimelineGroup
Orion Porfolio Solutions, LLC45,583$363K<0.01%-2,53413F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC28,085$224K<0.01%+2,33513F-HRTimelineGroup
BridgePort Financial Solutions, LLC20,739$165K0.05%013F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC19,375$154K<0.01%+4,64113F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/15,536$124K<0.01%+9713F-HRTimelineGroup
LPL Financial LLC15,252$121K<0.01%+1,40713F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…11,984$95.4K<0.01%new13F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.8,211$65.4K<0.01%013F-HRTimelineGroup
Aptus Capital Advisors, LLC2,562$20.4K<0.01%+38413F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC2,562$20.4K<0.01%new13F-HRTimeline
Rossby Financial, LCC1,511$12.2K<0.01%new13F-HRTimeline
UBS Group AGin group UBS Group AG179$1.43K<0.01%new13F-HRTimelineGroup