Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Litman Gregory Fds Tr (PCGG)

11 + Investors. Track Smart Money conviction in PCGG. See who's accumulating, reducing, or initiating positions.

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +3
Streak
1Q ▲
Buyers last Q
67%

Smart Money Signals — PCGG

Based on 11 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added PCGG than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
📊

High ownership — 92% of 2.8Y peak

92% of all-time peak
11 funds currently hold this stock — 92% of the 2.8-year high of 12 funds (reached 2025 Q2). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
〰️

Stable — ownership unchanged year-over-year

fund count last 6Q
The number of hedge funds holding PCGG is almost the same as a year ago (+0 funds, +0% change). No significant rush to buy or sell — institutional backing is holding steady.
🟢

More buyers than sellers — 67% buying

8 buying4 selling
Last quarter: 8 funds were net buyers (5 opened a brand new position + 3 added to an existing one). Only 4 were sellers (2 trimmed + 2 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~5 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 2 → 2 → 1 → 5. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔄

Mostly new holders — 9% entered in last year

18% conviction (2yr+) 73% medium 9% new
Only 2 funds (18%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.
➡️

Steady discovery — ~5 new funds/quarter

4 → 2 → 2 → 1 → 5 new funds/Q
New funds entering each quarter: 2 → 2 → 1 → 5. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 45% veterans vs 18% newcomers

45% veterans 36% 1-2yr 18% new
Entry-cohort mix of 11 holders: 5 (45%) are 2+ year veterans, 4 entered 1–2 years ago, and 2 (18%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 95% AUM from top-100 funds

95% from top-100 AUM funds
5 of 11 holders are among the 100 largest funds by AUM, controlling 95% of total institutional value in PCGG. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
2.8
out of 10
Low Exit Risk
Exit risk score 2.8/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — PCGG

In 2026 Q1, 8 hedge funds were net buyers of PCGG (5 opened a new position, 3 added to an existing one), while 4 reduced or exited (2 trimmed, 2 sold completely) — a 67% buyer ratio, indicating clear institutional accumulation. 95% of total institutional value in PCGG is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +3 funds (more new holders than closures). Total institutional holders: 11.

Hedge Fund Ownership: PCGG

How many hedge funds hold PCGG — quarterly history vs. share price
Quarterly hedge fund ownership of PCGG vs. share price

Market Analysis: PCGG

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: PCGG

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Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy Litman Gregory Fds Tr (PCGG) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much PCGG has moved relative to its sector benchmark (SPY) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 81d ago
PCGG
+10.0%
SPY
+15.1%

PCGG outperformed SPY by -5.1% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 36d ago
PCGG
+1.6%
SPY
+1.3%

Since the filing became public, PCGG outperformed SPY by +0.3% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

0 top-rated funds 0 high-conviction
Consensus
0.0
/ 10
breadth
×
Elite
0.0
/ 10
conviction
Hedge Fund Positioning: PCGG
11 + Investors

Track Smart Money conviction in PCGG. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 11 8 37.5%
13F Shares 585K 16M -96.27%
Total Value $3M $188M -98.64%
New Positions 5 1 +4
Increased Positions 3 2 +1
Closed Positions 2 4 -2
Reduced Positions 2 3 -1
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: PCGG

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Institutional Holders (2026 Q1)

11 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in PCGG. Verified SEC 13F-HR filings.

QUARTER:
Top 9 PCGG holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Guardian Wealth Advisors, LLC / Nc 0.00% 5,331 $54K
2 Aptus Capital Advisors, LLC 0.00% 5,331 $54K
3 Bank of Montreal /Can/ 0.00% 107,695 $1.1M
4 Jane Street Group, LLC 0.00% 59,613 $599K
5 Citadel Advisors LLC 0.00% 33,020 $332K
6 Susquehanna International Group, LLP 0.00% 40,801 $410K
7 AE Wealth Management LLC 0.00% 525 $5K
8 Advisory Services Network, LLC 0.00% 175 $2K
9 UBS Group AG 0.00% 781 $8K
Investor Ownership
History
% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Litman Gregory Fds Tr (PCGG)

What does the Smart Money Trend signal show for PCGG?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added PCGG than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for PCGG?

More buyers than sellers — 67% buying: Last quarter: 8 funds were net buyers (5 opened a brand new position + 3 added to an existing one). Only 4 were sellers (2 trimmed + 2 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for PCGG holders?

Elite ownership — 95% AUM from top-100 funds: 5 of 11 holders are among the 100 largest funds by AUM, controlling 95% of total institutional value in PCGG. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held PCGG?

Mostly new holders — 9% entered in last year: Only 2 funds (18%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

Is it too late to buy Litman Gregory Fds Tr (PCGG) following the 2026 Q1 hedge fund 13F filings?

As of today, PCGG has moved +1.6% since the 2026 Q1 13F filing date (May 15, 2026), compared to +1.3% for the SPY sector ETF — an outperformance of +0.3%. Since the quarter end (March 31, 2026), PCGG has gained +10.0% vs +15.1% for SPY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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