# LITMAN GREGORY FDS TR (PCCE)

> Institutional ownership reported to the SEC as of Q2 2026, from Form 13F filings. Source: https://holderbook.com/stocks/PCCE/

- Reporting holders: 3
- Reported value: $1.3M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [ENVESTNET ASSET MANAGEMENT INC](https://holderbook.com/funds/1407543-envestnet-asset-management-inc/) | $1.0M | 83,978 | 0.0% | 10 |
| [Orion Porfolio Solutions, LLC](https://holderbook.com/funds/1360533-orion-porfolio-solutions-llc/) | $242.0K | 19,451 | 0.0% | 9 |
| [OSAIC HOLDINGS, INC.](https://holderbook.com/funds/1677044-osaic-holdings-inc/) | $42.1K | 3,381 | 0.0% | 5 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q2 2026 | 3 | $1.3M |
| Q1 2026 | 3 | $805.0K |
| Q4 2025 | 3 | $837.1K |
| Q3 2025 | 3 | $1.0M |
| Q2 2025 | 4 | $965.4K |
| Q1 2025 | 4 | $1.4M |
| Q4 2024 | 6 | $1.1M |
| Q3 2024 | 5 | $1.2M |
| Q2 2024 | 6 | $1.2M |
| Q1 2024 | 3 | $830.1K |