LITMAN GREGORY FDS TR (PCIG)
Institutional ownership reported to the SEC as of Q2 2026, across 10 quarters.
10
Reporting holders
$3.5M
Reported value
0.0%
Held as options
-4
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 |
|---|---|---|---|---|---|
| A&I FINANCIAL SERVICES, LLC | $1.2M | 140,638 | 0.54% | 7q | -1.8%-$23.0K |
| ENVESTNET ASSET MANAGEMENT INC | $1.0M | 118,658 | 0.00% | 10q | +11.4%+$106.9K |
| Orion Porfolio Solutions, LLC | $433.4K | 49,198 | 0.00% | 9q | +7.9%+$31.8K |
| BANK OF MONTREAL /CAN/ | $194.7K | 22,103 | 0.00% | 8q | +42.3%+$57.9K |
| LPL Financial LLC | $171.3K | 19,440 | 0.00% | 3q | +27.5%+$36.9K |
| BridgePort Financial Solutions, LLC | $170.4K | 19,342 | 0.04% | 7q | -6.7%-$12.3K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $129.8K | 14,730 | 0.00% | 2q | +22.9%+$24.2K |
| OSAIC HOLDINGS, INC. | $89.3K | 10,133 | 0.00% | 5q | +23.4%+$16.9K |
| Cambridge Investment Research Advisors, Inc. | $30.2K | 3,430,488 | 0.03% | 10q | +92.2%+$14.5K |
| Aptus Capital Advisors, LLC | $26.2K | 2,971 | 0.00% | 7q | +16.0%+$3.6K |
| Rossby Financial, LCC | $13.3K | 1,511 | 0.00% | 2q | 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 |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 10 | $3.5M | 398,724 | 0 | 7 | 2 | 0.0% |
| Q1 2026 | 14 | $3.4M | 421,359 | 4 | 7 | 1 | 0.0% |
| Q4 2025 | 10 | $3.4M | 370,264 | 1 | 4 | 5 | 0.0% |
| Q3 2025 | 14 | $3.8M | 405,178 | 2 | 4 | 6 | 0.0% |
| Q2 2025 | 13 | $3.9M | 393,797 | 3 | 5 | 4 | 0.0% |
| Q1 2025 | 12 | $4.3M | 470,722 | 2 | 4 | 6 | 0.0% |
| Q4 2024 | 16 | $4.5M | 487,655 | 6 | 3 | 5 | 0.0% |
| Q3 2024 | 10 | $2.8M | 278,060 | 3 | 3 | 4 | 0.0% |
| Q2 2024 | 7 | $2.5M | 264,329 | 5 | 2 | 0 | 0.0% |
| Q1 2024 | 4 | $1.3M | 2,018,778 | 4 | 0 | 0 | 0.0% |