# LITMAN GREGORY FDS TR (PCIG)

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

- Reporting holders: 11
- Reported value: $34.8M
- 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 |
|---|---|---|---|---|
| [Cambridge Investment Research Advisors, Inc.](https://holderbook.com/funds/1419186-cambridge-investment-research-advisors-inc/) | $30.2M | 3,430,488 | 0.0% | 10 |
| [ENVESTNET ASSET MANAGEMENT INC](https://holderbook.com/funds/1407543-envestnet-asset-management-inc/) | $2.1M | 237,316 | 0.0% | 10 |
| [A&I FINANCIAL SERVICES, LLC](https://holderbook.com/funds/1728031-a-i-financial-services-llc/) | $1.2M | 140,638 | 0.5% | 7 |
| [Orion Porfolio Solutions, LLC](https://holderbook.com/funds/1360533-orion-porfolio-solutions-llc/) | $433.4K | 49,198 | 0.0% | 9 |
| [BANK OF MONTREAL /CAN/](https://holderbook.com/funds/927971-bank-of-montreal-can/) | $194.7K | 22,103 | 0.0% | 8 |
| [LPL Financial LLC](https://holderbook.com/funds/1403438-lpl-financial-llc/) | $171.3K | 19,440 | 0.0% | 3 |
| [BridgePort Financial Solutions, LLC](https://holderbook.com/funds/2031775-bridgeport-financial-solutions-llc/) | $170.4K | 19,342 | 0.0% | 7 |
| [SUSQUEHANNA INTERNATIONAL GROUP, LLP](https://holderbook.com/funds/1446194-susquehanna-international-group-llp/) | $129.8K | 14,730 | 0.0% | 2 |
| [OSAIC HOLDINGS, INC.](https://holderbook.com/funds/1677044-osaic-holdings-inc/) | $89.3K | 10,133 | 0.0% | 5 |
| [Aptus Capital Advisors, LLC](https://holderbook.com/funds/1664193-aptus-capital-advisors-llc/) | $26.2K | 2,971 | 0.0% | 7 |
| [Rossby Financial, LCC](https://holderbook.com/funds/2056510-rossby-financial-lcc/) | $13.3K | 1,511 | 0.0% | 2 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q2 2026 | 11 | $34.8M |
| Q1 2026 | 15 | $17.6M |
| Q4 2025 | 11 | $17.9M |
| Q3 2025 | 15 | $19.2M |
| Q2 2025 | 15 | $20.4M |
| Q1 2025 | 14 | $20.2M |
| Q4 2024 | 17 | $20.5M |
| Q3 2024 | 11 | $20.4M |
| Q2 2024 | 8 | $19.9M |
| Q1 2024 | 4 | $20.2M |