LITMAN GREGORY FDS TR (PCEM)
Institutional ownership reported to the SEC as of Q4 2025, across 6 quarters.
6
Reporting holders
$2.5M
Reported value
0.0%
Held as options
+1
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 | $1.3M | 117,770 | 0.00% | 6q | -19.5%-$321.0K |
| Orion Porfolio Solutions, LLC | $698.0K | 62,016 | 0.01% | 6q | -1.2%-$8.7K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $189.7K | 16,853 | 0.00% | 4q | +11.1%+$18.9K |
| PACIFIC FINANCIAL GROUP INC | $121.3K | 10,779 | 0.07% | new | NEW |
| OSAIC HOLDINGS, INC. | $116.7K | 10,372 | 0.00% | 3q | -4.4%-$5.3K |
| UBS Group AG | $5.1K | 457 | 0.00% | 4q | HELD |
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 |
|---|---|---|---|---|---|---|---|
| Q4 2025 | 6 | $2.5M | 218,247 | 1 | 1 | 3 | 0.0% |
| Q3 2025 | 5 | $2.6M | 235,555 | 0 | 1 | 4 | 0.0% |
| Q2 2025 | 5 | $2.6M | 238,827 | 1 | 2 | 2 | 0.0% |
| Q1 2025 | 6 | $3.6M | 371,429 | 2 | 2 | 2 | 0.0% |
| Q4 2024 | 5 | $3.2M | 317,433 | 1 | 2 | 1 | 0.0% |
| Q3 2024 | 5 | $3.5M | 335,351 | 5 | 0 | 0 | 0.0% |