Institutional Ownership
Litman Gregory Fds Tr
CUSIP 53700T728POLEN CAP CHINAPCCEQ1 2026
13D / 13G Filings
0
Schedule 13D/13G on record
Beneficial Filers
0
Distinct reporting persons
Largest Stake
—
Max % of class reported
Institutional Holders
3
13F filers (latest quarter)
Beneficial Owners — Schedule 13D / 13G
Schedule 13D (activist) & 13G (passive) 5%+ ownership filings
No 13D/13G filings on record yet
Schedule 13D/13G beneficial-ownership filings from 2020–present are ingested from SEC EDGAR. Coverage expands as the backfill and daily crawler run.
Top Institutional Holders (13F)
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | Envestnet Asset Management Inc | 41.2K | $503.4K |
| 2 | Orion Porfolio Solutions, LLC | 20.7K | $252.4K |
| 3 | Osaic Holdings, Inc. | 4.0K | $49.2K |