PCGG — Litman Gregory Fds Tr Institutional Holders · Q2 2026
Who owns Litman Gregory Fds Tr (PCGG)? 11 institutions reported holding $3.95M in SEC 13F filings for Q2 2026 (period ended 2026-06-30). Largest holders: Hantz Financial Services, Inc. ($1.3M), Bank Of Montreal ($1.2M), Susquehanna International Group, LLP ($613,645).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | HANTZ FINANCIAL SERVICES, INC. | $1.3M | 118,962 | Trimmed |
| 2 | BANK OF MONTREAL /CAN/ | $1.2M | 109,926 | Added |
| 3 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $613,645 | 55,991 | Added |
| 4 | FLOW TRADERS U.S. LLC | $421,000 | 38,379 | Trimmed |
| 5 | CITADEL ADVISORS LLC | $351,664 | 32,087 | Trimmed |
| 6 | Aptus Capital Advisors, LLC | $59,632 | 5,441 | Added |
| 7 | Advisory Services Network, LLC | $0 | 0 | Exited |
| 8 | JANE STREET GROUP, LLC | $0 | 0 | Exited |
| 9 | UBS Group AG | $0 | 0 | Exited |
| 10 | AE Wealth Management LLC | $0 | 0 | Exited |
| 11 | GUARDIAN WEALTH ADVISORS, LLC / NC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30