PCIG — Litman Gregory Fds Tr Institutional Holders · Q2 2026
Who owns Litman Gregory Fds Tr (PCIG)? 15 institutions reported holding $18.62M in SEC 13F filings for Q2 2026 (period ended 2026-06-30). Largest holders: Cambridge Investment Research Advisors, Inc. ($15.1M), A&I Financial Services, LLC ($1.2M), Envestnet Asset Management Inc ($1.0M).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Cambridge Investment Research Advisors, Inc. | $15.1M | 1.7M | Trimmed |
| 2 | A&I FINANCIAL SERVICES, LLC | $1.2M | 140,638 | Trimmed |
| 3 | ENVESTNET ASSET MANAGEMENT INC | $1.0M | 118,658 | Added |
| 4 | Orion Porfolio Solutions, LLC | $433,434 | 49,198 | Added |
| 5 | BANK OF MONTREAL /CAN/ | $194,727 | 22,103 | Added |
| 6 | LPL Financial LLC | $171,266 | 19,440 | Added |
| 7 | BridgePort Financial Solutions, LLC | $170,403 | 19,342 | Trimmed |
| 8 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $129,771 | 14,730 | Added |
| 9 | OSAIC HOLDINGS, INC. | $89,271 | 10,133 | Added |
| 10 | Aptus Capital Advisors, LLC | $26,175 | 2,971 | Added |
| 11 | Rossby Financial, LCC | $13,312 | 1,511 | Hold |
| 12 | CITADEL ADVISORS LLC | $0 | 0 | Exited |
| 13 | JANE STREET GROUP, LLC | $0 | 0 | Exited |
| 14 | UBS Group AG | $0 | 0 | Exited |
| 15 | GUARDIAN WEALTH ADVISORS, LLC / NC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30