Institutional Ownership
Litman Gregory Fds Tr
CUSIP 53700T744POLEN CAPITAL GLPCGGQ1 2026
Institutional Holders
11
13F filers
Shares Held
585.0K
Aggregate institutional
Institutional Value
$2.55M
Q1 2026
Net New Holders
+3
5 new · 2 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions5
Increased3
Decreased2
Sold out2
Institutional Holders
11 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Bank Of Montreal /Can/ | 107.7K | $1.08M | +6.9K | Added |
| 2 | Jane Street Group, LLC | 59.6K | $598.5K | +38.6K | Added |
| 3 | Susquehanna International Group, LLP | 40.8K | $409.6K | +24.8K | Added |
| 4 | Citadel Advisors LLC | 33.0K | $331.5K | +33.0K | New |
| 5 | Aptus Capital Advisors, LLC | 5.3K | $53.5K | −8 | Reduced |
| 6 | Guardian Wealth Advisors, LLC / Nc | 5.3K | $53.5K | +5.3K | New |
| 7 | Ubs Group AG | 781 | $7.8K | +781 | New |
| 8 | Ae Wealth Management LLC | 525 | $5.3K | 0 | Held |
| 9 | Advisory Services Network, LLC | 175 | $1.8K | +175 | New |
| 10 | Flow Traders U.S. LLC | 173.8K | $1.7K | +173.8K | New |
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