Institutional Ownership
Litman Gregory Fds Tr
CUSIP 53700T744POLEN CAPITAL GLPCGGQ1 2026
13D / 13G Filings
0
Schedule 13D/13G on record
Beneficial Filers
0
Distinct reporting persons
Largest Stake
—
Max % of class reported
Institutional Holders
11
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 | Bank Of Montreal /Can/ | 107.7K | $1.08M |
| 2 | Jane Street Group, LLC | 59.6K | $598.5K |
| 3 | Susquehanna International Group, LLP | 40.8K | $409.6K |
| 4 | Citadel Advisors LLC | 33.0K | $331.5K |
| 5 | Aptus Capital Advisors, LLC | 5.3K | $53.5K |
| 6 | Guardian Wealth Advisors, LLC / Nc | 5.3K | $53.5K |
| 7 | Ubs Group AG | 781 | $7.8K |
| 8 | Ae Wealth Management LLC | 525 | $5.3K |
| 9 | Advisory Services Network, LLC | 175 | $1.8K |
| 10 | Flow Traders U.S. LLC | 173.8K | $1.7K |