PCCE — Litman Gregory Fds Tr Institutional Holders · Q2 2026
Who owns Litman Gregory Fds Tr (PCCE)? 3 institutions reported holding $806,625 in SEC 13F filings for Q2 2026 (period ended 2026-06-30). Largest holders: Envestnet Asset Management Inc ($522,507), Orion Porfolio Solutions, LLC ($242,046), Osaic Holdings, Inc. ($42,072).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | ENVESTNET ASSET MANAGEMENT INC | $522,507 | 41,989 | Added |
| 2 | Orion Porfolio Solutions, LLC | $242,046 | 19,451 | Trimmed |
| 3 | OSAIC HOLDINGS, INC. | $42,072 | 3,381 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30