# LITMAN GREGORY FDS TR POLEN CAP INTL G

LITMAN GREGORY FDS TR POLEN CAP INTL G is a security (CUSIP 53700T736) tracked across SEC portfolio filings. 16 institutional managers reported $3.7M on Form 13F as of 2026-06-30.

## Summary

- Issuer: LITMAN GREGORY FDS TR
- Class: POLEN CAP INTL G
- CUSIP: 53700T736
- 13F holders: 16
- 13F value: $3.7M
- 13F period: 2026-06-30
- N-PORT fund positions: 0

## Top institutional holders (Form 13F)

_Showing 15 of 16 managers by value._

| Manager | Location | Value | Shares |
| --- | --- | --- | --- |
| [A&I FINANCIAL SERVICES, LLC](https://search.stillhousedata.com/firm/148357) | LONE TREE, CO | $1.2M | 140,638 |
| ENVESTNET ASSET MANAGEMENT INC | Berwyn, PA | $1.0M | 118,658 |
| [Brinker Capital Investments, LLC](https://search.stillhousedata.com/firm/107975) | Berwyn, PA | $363K | 45,583 |
| [CITADEL ADVISORS LLC](https://search.stillhousedata.com/firm/148826) | MIAMI, FL | $224K | 28,085 |
| BridgePort Financial Solutions, LLC | FAIRFIELD, IA | $170K | 19,342 |
| JANE STREET GROUP, LLC | NEW YORK, NY | $154K | 19,375 |
| BANK OF MONTREAL /CAN/ | TORONTO, A6 | $124K | 15,536 |
| [LPL Financial LLC](https://search.stillhousedata.com/firm/6413) | FORT MILL, SC | $121K | 15,252 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | BALA CYNWYD, PA | $95K | 11,984 |
| OSAIC HOLDINGS, INC. | PHOENIX, AZ | $65K | 8,211 |
| [Aptus Capital Advisors, LLC](https://search.stillhousedata.com/firm/167626) | FAIRHOPE, AL | $20K | 2,562 |
| [GUARDIAN WEALTH ADVISORS, LLC / NC](https://search.stillhousedata.com/firm/305412) | RALEIGH, NC | $20K | 2,562 |
| Cambridge Investment Research Advisors, Inc. | FAIRFIELD, IA | $15K | 1,715,244 |
| [Rossby Financial, LCC](https://search.stillhousedata.com/firm/324631) | MELBOURNE, FL | $13K | 1,511 |
| UBS Group AG | Zurich, V8 | $1K | 179 |

## More

- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/security/53700T736.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.