LITMAN GREGORY FDS TR - POLEN CAP EMRGNG (PCEM) Institutional Ownership

13F Institutional Holders and Ownership History from Q3 2024 to Q4 2025

Type / Class
Equity / POLEN CAP EMRGNG
Symbol
PCEM
Price per share
$11.89
All holders as of 31 Dec 2025
Q4 2025
Total 13F shares
218,247
Total reported value
$2,456,371
% of total 13F portfolios
0%
Share change
-17,308
Value change
-$194,801
Number of holders
6
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

As of 31 Dec 2025, 6 institutional investors reported holding 218,247 shares of LITMAN GREGORY FDS TR - POLEN CAP EMRGNG (PCEM).

Institutional Holders of LITMAN GREGORY FDS TR - POLEN CAP EMRGNG (PCEM) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q4 218,247 $2,456,371 -$194,801 $11.26 6
2025 Q3 235,555 $2,622,127 -$36,422 $11.13 5
2025 Q2 238,827 $2,589,817 +$100,424 $10.84 5
2025 Q1 300,420 $2,858,406 -$167,992 $9.51 6
2024 Q4 317,433 $3,187,026 -$194,492 $10.04 5
2024 Q3 335,351 $3,522,696 +$3,522,696 $10.50 5