LITMAN GREGORY FDS TR (PCCE)
Institutional ownership reported to the SEC as of Q2 2026, across 10 quarters.
3
Reporting holders
$806.6K
Reported value
0.0%
Held as options
+0
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC | $522.5K | 41,989 | 0.00% | 10q | +1.8%+$9.4K |
| Orion Porfolio Solutions, LLC | $242.0K | 19,451 | 0.00% | 9q | -5.9%-$15.2K |
| OSAIC HOLDINGS, INC. | $42.1K | 3,381 | 0.00% | 5q | -16.1%-$8.1K |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 3 | $806.6K | 64,821 | 0 | 1 | 2 | 0.0% |
| Q1 2026 | 3 | $805.0K | 65,942 | 0 | 1 | 1 | 0.0% |
| Q4 2025 | 3 | $837.1K | 63,972 | 0 | 0 | 3 | 0.0% |
| Q3 2025 | 3 | $1.0M | 72,673 | 0 | 0 | 3 | 0.0% |
| Q2 2025 | 4 | $965.4K | 75,472 | 1 | 1 | 2 | 0.0% |
| Q1 2025 | 4 | $1.4M | 119,809 | 0 | 3 | 1 | 0.0% |
| Q4 2024 | 6 | $1.1M | 99,569 | 1 | 0 | 4 | 0.0% |
| Q3 2024 | 5 | $1.2M | 101,288 | 0 | 1 | 4 | 0.0% |
| Q2 2024 | 6 | $1.2M | 118,633 | 3 | 1 | 1 | 0.0% |
| Q1 2024 | 3 | $830.1K | 85,245 | 3 | 0 | 0 | 0.0% |