As of 31 Dec 2025, 8 institutional investors reported holding 15,678,070 shares of LITMAN GREGORY FDS TR - POLEN CAPITAL GL (PCGG).
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2025 Q4 | 15,678,070 | $187,656,696 | +$5,961,265 | $11.97 | 8 |
| 2025 Q3 | 15,176,875 | $186,532,063 | +$5,751,822 | $12.29 | 11 |
| 2025 Q2 | 14,710,173 | $176,087,238 | +$7,582,235 | $11.97 | 13 |
| 2025 Q1 | 14,085,677 | $156,796,834 | +$11,079,579 | $11.13 | 11 |
| 2024 Q4 | 13,088,723 | $154,199,933 | +$14,414,708 | $11.78 | 8 |
| 2024 Q3 | 11,862,929 | $136,170,086 | +$21,130,782 | $11.48 | 8 |
| 2024 Q2 | 10,022,976 | $111,369,009 | +$29,660,574 | $11.11 | 7 |
| 2024 Q1 | 7,352,948 | $83,191,484 | +$4,352,562 | $11.32 | 7 |
| 2023 Q4 | 3,664,132 | $38,399,693 | +$38,398,941 | $10.48 | 5 |
| 2023 Q3 | 80 | $752 | +$752 | $9.40 | 1 |