DOSSIER · 13F Holders · Q1 2026
PCIG

LITMAN GREGORY FDS TR

14 institutions still hold LITMAN GREGORY FDS TR as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 53700T736·14 13F holders·last filed Mar 31, 2026
Market cap
13F value held
$19M
visible holders
Holders
14
filers reporting
Concentration
75.35%
Cambridge Investment Research Advisors, Inc. #1
top holder share
AI Holders Summary · Q1 2026

14 institutions reported PCIG in Q1 2026. Cambridge Investment Research Advisors, Inc. leads at 75.3% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
Cambridge Investment Research Advisors, Inc.
CIK 0001419186
$14M1.8M0.04%Q1 2026
02
A&I FINANCIAL SERVICES, LLC
CIK 0001728031
$1M141K0.54%Q2 2026
03
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$1M119K0.00%Q2 2026
04
Orion Portfolio Solutions, LLC
CIK 0001802647
$981K107K0.00%Q1 2025
05
Orion Porfolio Solutions, LLC
CIK 0001360533
$433K49K0.00%Q2 2026
06
BANK OF MONTREAL /CAN/
CIK 0000927971
$195K22K0.00%Q2 2026
07
LPL Financial LLC
CIK 0001403438
$171K19K0.00%Q2 2026
08
BridgePort Financial Solutions, LLC
CIK 0002031775
$170K19K0.04%Q2 2026
09
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$154K19K0.00%Q1 2026
10
SUSQUEHANNA INTERNATIONAL GROUP, LLP
CIK 0001446194· Market maker
$130K15K0.00%Q2 2026
11
OSAIC HOLDINGS, INC.
CIK 0001677044
$89K10K0.00%Q2 2026
12
Aptus Capital Advisors, LLC
CIK 0001664193
$26K3K0.00%Q2 2026
13
Rossby Financial, LCC
CIK 0002056510
$13K2K0.00%Q2 2026
14
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
CIK 0000752798
$00Q2 2025