LITMAN GREGORY FUNDS TRUST - PCCE
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 41,235 | 503 | 0.0% | 0.0% | 1 | +4,101 | 11.04% | Q1 2026 | May 04, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 20,676 | 252 | 0.0% | 0.0% | 2 | -2,131 | -9.34% | Q1 2026 | May 13, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 4,031 | 49 | 0.0% | 0.0% | 3 | 0 | 0.0% | Q1 2026 | May 15, 2026 |