LITMAN GREGORY FDS TR

PCCE (LITMAN GREGORY FDS TR) is held by 3 institutional investors as of Q2 2026. Largest holders: ENVESTNET ASSET MANAGEMENT INC ($522,507), Orion Porfolio Solutions, LLC ($242,046), OSAIC HOLDINGS, INC. ($42,072). Net institutional sentiment: Mixed.

3

Holders

(1 Elite)

$806,625

Total Value

33% (3)

Consensus

1 buying - 2 selling

13F: Jun 30, 2026Insider & Congress: Updated regularly

PC

Smart Money Verdict

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Institutional (13F)33

Insider (Form 4)67

Activist (13D/13G)72

Congressional (STOCK Act)77

Holder Quality

20

★★★★★

Elite

26

★★★★

Strong

28

★★★

Solid

66

★★

Below

27

★

Weak

Held by 3 funds

1 elite

Who's Trading

Source dates: Price Aug 21, 2026 · Insiders none · Activists none · Congress none

No recent insider, activist, or congressional trades for PCCE.

Top Holders

Top Holders (3)History

AllNewIncreasedHeldDecreasedExited

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Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
ENVESTNET ASSET MANAGEMENT INC	Increased	41,989(+1.8%)	$522,507	0.0%	+24.84%	25
OPOrion Porfolio Solutions, LLC	Decreased	19,451(-5.9%)	$242,046	0.0%	+29.48%	0
OSAIC HOLDINGS, INC.	Decreased	3,381(-16.1%)	$42,072	0.0%	+0.37%	0

PCPCCELITMAN GREGORY FDS TR

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High Conviction Moves-Smart Money Convergence-Fund Consensus-Double-Down Detection

Data sourced from four public-disclosure sources: SEC 13F, Form 4, 13D/13G, and House/Senate STOCK Act disclosures. Not financial advice. Full disclaimer