LITMAN GREGORY FDS TR (PCGG)
Institutional ownership reported to the SEC as of Q2 2026, across 12 quarters.
4
Reporting holders
$2.2M
Reported value
0.0%
Held as options
-5
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 |
|---|---|---|---|---|---|
| BANK OF MONTREAL /CAN/ | $1.2M | 109,926 | 0.00% | 10q | +2.1%+$24.5K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $613.6K | 55,991 | 0.00% | 3q | +37.2%+$166.5K |
| CITADEL ADVISORS LLC | $351.7K | 32,087 | 0.00% | 2q | -2.8%-$10.2K |
| Aptus Capital Advisors, LLC | $59.6K | 5,441 | 0.00% | 7q | +2.1%+$1.2K |
| HANTZ FINANCIAL SERVICES, INC. | $1.3K | 118,962 | 0.02% | 9q | -24.7% |
| FLOW TRADERS U.S. LLC | $421 | 38,379 | 0.02% | 2q | -77.9%-$1.5K |
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 | 4 | $2.2M | 203,445 | 0 | 3 | 1 | 0.0% |
| Q1 2026 | 9 | $2.5M | 253,272 | 4 | 3 | 0 | 0.0% |
| Q4 2025 | 7 | $5.1M | 428,537 | 1 | 1 | 3 | 0.0% |
| Q3 2025 | 8 | $3.2M | 259,887 | 1 | 1 | 3 | 0.0% |
| Q2 2025 | 11 | $3.8M | 314,861 | 2 | 5 | 2 | 0.0% |
| Q1 2025 | 10 | $4.4M | 388,945 | 4 | 1 | 4 | 0.0% |
| Q4 2024 | 7 | $3.4M | 289,822 | 2 | 3 | 2 | 0.0% |
| Q3 2024 | 7 | $4.7M | 409,516 | 2 | 5 | 0 | 0.0% |
| Q2 2024 | 5 | $2.7M | 244,130 | 2 | 2 | 1 | 0.0% |
| Q1 2024 | 5 | $1.6M | 146,529 | 4 | 1 | 0 | 0.0% |
| Q4 2023 | 4 | $594.1K | 95,676 | 4 | 0 | 0 | 0.0% |
| Q3 2023 | 1 | $752 | 80 | 1 | 0 | 0 | 0.0% |