LITMAN GREGORY FDS TR

PCCE (LITMAN GREGORY FDS TR) is held by 3 institutional investors as of Q1 2026. Largest holders: ENVESTNET ASSET MANAGEMENT INC ($503,401), Orion Porfolio Solutions, LLC ($252,415), OSAIC HOLDINGS, INC. ($49,211). Net institutional sentiment: Mixed.

13F: Mar 31, 2026Insider & Congress: Updated regularly

Positions (3)History

AllNewIncreasedHeldDecreasedExited

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
ENVESTNET ASSET MANAGEMENT INC	Increased	41,235(+11.0%)	$503,401	0.0%	+22.93%	27
OPOrion Porfolio Solutions, LLC	Decreased	20,676(-9.3%)	$252,415	0.0%	+26.93%	0
OSAIC HOLDINGS, INC.	Unchanged	4,031	$49,211	0.0%	-1.60%	0

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Data sourced from four SEC data sources: 13F, Form 4, 13D/13G, and STOCK Act. Not financial advice. Full disclaimer