11 institutions reported holding $4.0M of LITMAN GREGORY FDS TR (PCGG) in SEC 13F filings for 2026-06-30. Largest institutional holders: HANTZ FINANCIAL SERVICES, INC. ($1.3M), BANK OF MONTREAL /CAN/ ($1.2M), SUSQUEHANNA INTERNATIONAL GROUP, LLP ($613,645), FLOW TRADERS U.S. LLC ($421,000), CITADEL ADVISORS LLC ($351,664). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | HANTZ FINANCIAL SERVICES, INC. | $1.3M | 118,962 | Trimmed |
| 2 | BANK OF MONTREAL /CAN/ | $1.2M | 109,926 | Added |
| 3 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $613,645 | 55,991 | Added |
| 4 | FLOW TRADERS U.S. LLC | $421,000 | 38,379 | Trimmed |
| 5 | CITADEL ADVISORS LLC | $351,664 | 32,087 | Trimmed |
| 6 | Aptus Capital Advisors, LLC | $59,632 | 5,441 | Added |
| 7 | Advisory Services Network, LLC | $0 | 0 | Exited |
| 8 | UBS Group AG | $0 | 0 | Exited |
| 9 | AE Wealth Management LLC | $0 | 0 | Exited |
| 10 | GUARDIAN WEALTH ADVISORS, LLC / NC | $0 | 0 | Exited |
| 11 | JANE STREET GROUP, LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30