5 institutions reported holding $32.7M of LITMAN GREGORY FDS TR (PCIG) in SEC 13F filings for 2026-06-30. Largest institutional holders: Cambridge Investment Research Advisors, Inc. ($30.2M), A&I FINANCIAL SERVICES, LLC ($1.2M), ENVESTNET ASSET MANAGEMENT INC ($1.0M), BridgePort Financial Solutions, LLC ($170,403), Rossby Financial, LCC ($13,312). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Cambridge Investment Research Advisors, Inc. | $30.2M | 3.4M | Added |
| 2 | A&I FINANCIAL SERVICES, LLC | $1.2M | 140,638 | Trimmed |
| 3 | ENVESTNET ASSET MANAGEMENT INC | $1.0M | 118,658 | Added |
| 4 | BridgePort Financial Solutions, LLC | $170,403 | 19,342 | Trimmed |
| 5 | Rossby Financial, LCC | $13,312 | 1,511 | Hold |
Source: SEC Form 13F filings · as of 2026-06-30