Institutional Ownership
Litman Gregory Fds Tr
CUSIP 53700T736POLEN CAP INTL GPCIGQ1 2026
13D / 13G Filings
0
Schedule 13D/13G on record
Beneficial Filers
0
Distinct reporting persons
Largest Stake
—
Max % of class reported
Institutional Holders
15
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 | A&I Financial Services, LLC | 143.3K | $1.14M |
| 2 | Envestnet Asset Management Inc | 106.5K | $848.0K |
| 3 | Orion Porfolio Solutions, LLC | 45.6K | $362.8K |
| 4 | Citadel Advisors LLC | 28.1K | $223.6K |
| 5 | Bridgeport Financial Solutions, LLC | 20.7K | $165.1K |
| 6 | Jane Street Group, LLC | 19.4K | $154.2K |
| 7 | Bank Of Montreal /Can/ | 15.5K | $123.7K |
| 8 | Lpl Financial LLC | 15.3K | $121.4K |
| 9 | Susquehanna International Group, LLP | 12.0K | $95.4K |
| 10 | Osaic Holdings, Inc. | 8.2K | $65.4K |