3 institutions reported holding $805,027 of LITMAN GREGORY FDS TR (PCCE) in SEC 13F filings for 2026-03-31. Largest institutional holders: ENVESTNET ASSET MANAGEMENT INC ($503,401), Orion Porfolio Solutions, LLC ($252,415), OSAIC HOLDINGS, INC. ($49,211). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | ENVESTNET ASSET MANAGEMENT INC | $503,401 | 41,235 | Added |
| 2 | Orion Porfolio Solutions, LLC | $252,415 | 20,676 | Trimmed |
| 3 | OSAIC HOLDINGS, INC. | $49,211 | 4,031 | Hold |
Source: SEC Form 13F filings · as of 2026-03-31