Litman Gregory FDS TRETF
13F holders, Q4 2025 (December 31)3holders
0new positions
0sold out
$13.08avg. 13F price*
At the end of Q4 2025, 3 institutions reported holding Litman Gregory FDS TR in their 13F filings, unchanged from Q3 2025. 0 opened new positions and 0 sold out. The largest holders were Envestnet Asset Management Inc. ($486K), Orion Porfolio Solutions, LLC ($298K) and Osaic Holdings, Inc. ($53K).
- Company
- Litman Gregory FDS TR
- CUSIP
- 53700T728
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 0 | $0 |
All 13F filers, Q3 2025 → Q4 2025: 8,701 shares sold, net −8,701 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 3 holders
| Envestnet Asset Management Inc. | 0.00% | Reduce -18.0% | 37,134 | $486K |
| Orion Porfolio Solutions, LLC | 0.00% | Reduce -1.6% | 22,807 | $298K |
| Osaic Holdings, Inc. | 0.00% | Reduce -4.3% | 4,031 | $53K |
"% of holder's portfolio" is LITMAN GREGORY FDS TR's weight in each manager's 13F, not the share of Litman Gregory FDS TR the manager owns.