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 | Reduced | 37,134 | 485 | 0.0% | 0.0% | 1 | -8,151 | -18.0% | Q4 2025 | Feb 10, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 22,807 | 298 | 0.0% | 0.0% | 2 | -370 | -1.6% | Q4 2025 | Feb 12, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 4,031 | 52 | 0.0% | 0.0% | 3 | -180 | -4.27% | Q4 2025 | Feb 17, 2026 |