Litman Gregory FDS TRETF
13F holders, Q1 2024 (March 31)4holders
1famous investor
$10.00avg. 13F price*
At the end of Q1 2024, 4 institutions reported holding Litman Gregory FDS TR in their 13F filings. The largest holders were Cambridge Investment Research Advisors, Inc. ($18.9M), Envestnet Asset Management Inc. ($1.1M) and Citadel Advisors ($194K). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Litman Gregory FDS TR
- CUSIP
- 53700T736
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 5 | $20.2M |
| Exits | 0 | $0 |
Ownership 4 holders
| Cambridge Investment Research Advisors, Inc. | 0.07% | New | 1,886,311 | $18.9M |
| Envestnet Asset Management Inc. | 0.00% | New | 112,899 | $1.1M |
| Citadel Advisors | 0.00% | New | 19,436 | $194K |
| Osaic Holdings, Inc. | 0.00% | New | 132 | $1K |
"% 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.