15 institutions reported holding $17.6M of LITMAN GREGORY FDS TR (PCIG) in SEC 13F filings for 2026-03-31. Largest institutional holders: Cambridge Investment Research Advisors, Inc. ($14.2M), A&I FINANCIAL SERVICES, LLC ($1.1M), ENVESTNET ASSET MANAGEMENT INC ($847,954), Orion Porfolio Solutions, LLC ($362,841), CITADEL ADVISORS LLC ($223,557). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Cambridge Investment Research Advisors, Inc. | $14.2M | 1.8M | Added |
| 2 | A&I FINANCIAL SERVICES, LLC | $1.1M | 143,253 | Added |
| 3 | ENVESTNET ASSET MANAGEMENT INC | $847,954 | 106,527 | Added |
| 4 | Orion Porfolio Solutions, LLC | $362,841 | 45,583 | Trimmed |
| 5 | CITADEL ADVISORS LLC | $223,557 | 28,085 | Added |
| 6 | BridgePort Financial Solutions, LLC | $165,082 | 20,739 | Hold |
| 7 | JANE STREET GROUP, LLC | $154,225 | 19,375 | Added |
| 8 | BANK OF MONTREAL /CAN/ | $123,667 | 15,536 | Added |
| 9 | LPL Financial LLC | $121,406 | 15,252 | Added |
| 10 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $95,393 | 11,984 | New |
| 11 | OSAIC HOLDINGS, INC. | $65,360 | 8,211 | Hold |
| 12 | Aptus Capital Advisors, LLC | $20,394 | 2,562 | Added |
| 13 | GUARDIAN WEALTH ADVISORS, LLC / NC | $20,393 | 2,562 | New |
| 14 | Rossby Financial, LCC | $12,232 | 1,511 | New |
| 15 | UBS Group AG | $1,425 | 179 | New |
Source: SEC Form 13F filings · as of 2026-03-31