# LITMAN GREGORY FDS TR POLEN CAPITAL GL

LITMAN GREGORY FDS TR POLEN CAPITAL GL is a security (CUSIP 53700T744) tracked across SEC portfolio filings. 11 institutional managers reported $2.5M on Form 13F as of 2026-03-31.

## Summary

- Issuer: LITMAN GREGORY FDS TR
- Class: POLEN CAPITAL GL
- CUSIP: 53700T744
- 13F holders: 11
- 13F value: $2.5M
- 13F period: 2026-03-31
- N-PORT fund positions: 0

## Top institutional holders (Form 13F)

| Manager | Location | Value | Shares |
| --- | --- | --- | --- |
| BANK OF MONTREAL /CAN/ | TORONTO, A6 | $1.1M | 107,695 |
| JANE STREET GROUP, LLC | NEW YORK, NY | $599K | 59,613 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | BALA CYNWYD, PA | $410K | 40,801 |
| [CITADEL ADVISORS LLC](https://search.stillhousedata.com/firm/148826) | MIAMI, FL | $332K | 33,020 |
| [Aptus Capital Advisors, LLC](https://search.stillhousedata.com/firm/167626) | FAIRHOPE, AL | $54K | 5,331 |
| [GUARDIAN WEALTH ADVISORS, LLC / NC](https://search.stillhousedata.com/firm/305412) | RALEIGH, NC | $54K | 5,331 |
| UBS Group AG | Zurich, V8 | $8K | 781 |
| Advisory Services Network, LLC | Atlanta, GA | $2K | 175 |
| [FLOW TRADERS U.S. LLC](https://search.stillhousedata.com/firm/150780) | NEW YORK, NY | $2K | 173,755 |
| HANTZ FINANCIAL SERVICES, INC. | SOUTHFIELD, MI | $2K | 157,935 |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | BIRMINGHAM, AL | — | 0 |

## More

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