Institutional Ownership
Litman Gregory Fds Tr
CUSIP 53700T728POLEN CAP CHINAPCCEQ1 2026
Institutional Holders
3
13F filers
Shares Held
65.9K
Aggregate institutional
Institutional Value
$805.0K
Q1 2026
Net New Holders
+0
0 new · 0 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions0
Increased1
Decreased1
Sold out0
Institutional Holders
3 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Envestnet Asset Management Inc | 41.2K | $503.4K | +4.1K | Added |
| 2 | Orion Porfolio Solutions, LLC | 20.7K | $252.4K | −2.1K | Reduced |
| 3 | Osaic Holdings, Inc. | 4.0K | $49.2K | 0 | Held |