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 | 41,989 | 522 | 0.0% | 0.0% | 1 | +754 | 1.83% | Q2 2026 | Sep 23, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 19,451 | 242 | 0.0% | 0.0% | 2 | -1,225 | -5.92% | Q2 2026 | Aug 14, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 3,381 | 42 | 0.0% | 0.0% | 3 | -650 | -16.13% | Q2 2026 | Aug 14, 2026 |