13 institutions reported holding $5.9M of LITMAN GREGORY FDS TR (PCGG) in SEC 13F filings for 2026-03-31. Largest institutional holders: FLOW TRADERS U.S. LLC ($1.7M), HANTZ FINANCIAL SERVICES, INC. ($1.6M), BANK OF MONTREAL /CAN/ ($1.1M), JANE STREET GROUP, LLC ($598,515), SUSQUEHANNA INTERNATIONAL GROUP, LLP ($409,642). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | FLOW TRADERS U.S. LLC | $1.7M | 173,755 | New |
| 2 | HANTZ FINANCIAL SERVICES, INC. | $1.6M | 157,935 | Trimmed |
| 3 | BANK OF MONTREAL /CAN/ | $1.1M | 107,695 | Added |
| 4 | JANE STREET GROUP, LLC | $598,515 | 59,613 | Added |
| 5 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $409,642 | 40,801 | Added |
| 6 | CITADEL ADVISORS LLC | $331,521 | 33,020 | New |
| 7 | GUARDIAN WEALTH ADVISORS, LLC / NC | $53,523 | 5,331 | New |
| 8 | Aptus Capital Advisors, LLC | $53,523 | 5,331 | Trimmed |
| 9 | UBS Group AG | $7,841 | 781 | New |
| 10 | AE Wealth Management LLC | $5,271 | 525 | Hold |
| 11 | Advisory Services Network, LLC | $1,757 | 175 | New |
| 12 | Dash Acquisitions Inc. | $0 | 0 | Exited |
| 13 | Brooklyn Investment Group | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31