DOSSIER · 13F Holders · Q1 2025
PCCE
LITMAN GREGORY FDS TR
5 institutions still hold LITMAN GREGORY FDS TR as of Q1 2025. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.
CUSIP 53700T728·5 13F holders·last filed Mar 31, 2025
AI Holders Summary · Q1 2025
5 institutions reported PCCE in Q1 2025. Orion Portfolio Solutions, LLC leads at 42.2% of the visible book.
Top holders
Sorted by position value. Source: SEC EDGAR 13F-HR filings.