# LITMAN GREGORY FDS TR (PCEM)

> Institutional ownership reported to the SEC as of Q4 2025, from Form 13F filings. Source: https://holderbook.com/stocks/PCEM/

- Reporting holders: 6
- Reported value: $2.5M
- 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/) | $1.3M | 117,770 | 0.0% | 6 |
| [Orion Porfolio Solutions, LLC](https://holderbook.com/funds/1360533-orion-porfolio-solutions-llc/) | $698.0K | 62,016 | 0.0% | 6 |
| [SUSQUEHANNA INTERNATIONAL GROUP, LLP](https://holderbook.com/funds/1446194-susquehanna-international-group-llp/) | $189.7K | 16,853 | 0.0% | 4 |
| [PACIFIC FINANCIAL GROUP INC](https://holderbook.com/funds/1279926-pacific-financial-group-inc/) | $121.3K | 10,779 | 0.1% | 1 |
| [OSAIC HOLDINGS, INC.](https://holderbook.com/funds/1677044-osaic-holdings-inc/) | $116.7K | 10,372 | 0.0% | 3 |
| [UBS Group AG](https://holderbook.com/funds/1610520-ubs-group-ag/) | $5.1K | 457 | 0.0% | 4 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q4 2025 | 6 | $2.5M |
| Q3 2025 | 5 | $2.6M |
| Q2 2025 | 5 | $2.6M |
| Q1 2025 | 6 | $3.6M |
| Q4 2024 | 5 | $3.2M |
| Q3 2024 | 5 | $3.5M |