Institutional Ownership
Litman Gregory Fds Tr
CUSIP 53700T736POLEN CAP INTL GPCIGQ1 2026
Institutional Holders
15
13F filers
Shares Held
2.21M
Aggregate institutional
Institutional Value
$3.37M
Q1 2026
Net New Holders
+4
4 new · 0 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions4
Increased8
Decreased1
Sold out0
Institutional Holders
15 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | A&I Financial Services, LLC | 143.3K | $1.14M | +15.7K | Added |
| 2 | Envestnet Asset Management Inc | 106.5K | $848.0K | +12.8K | Added |
| 3 | Orion Porfolio Solutions, LLC | 45.6K | $362.8K | −2.5K | Reduced |
| 4 | Citadel Advisors LLC | 28.1K | $223.6K | +2.3K | Added |
| 5 | Bridgeport Financial Solutions, LLC | 20.7K | $165.1K | 0 | Held |
| 6 | Jane Street Group, LLC | 19.4K | $154.2K | +4.6K | Added |
| 7 | Bank Of Montreal /Can/ | 15.5K | $123.7K | +97 | Added |
| 8 | Lpl Financial LLC | 15.3K | $121.4K | +1.4K | Added |
| 9 | Susquehanna International Group, LLP | 12.0K | $95.4K | +12.0K | New |
| 10 | Osaic Holdings, Inc. | 8.2K | $65.4K | 0 | Held |
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