Litman Gregory FDS TRETF
13F holders, Q1 2025 (March 31)14holders −3
3new positions
6sold out
1famous investor
$9.19avg. 13F price*
At the end of Q1 2025, 14 institutions reported holding Litman Gregory FDS TR in their 13F filings, down 3 from Q4 2024. 3 opened new positions and 6 sold out. The largest holders were Cambridge Investment Research Advisors, Inc. ($15.7M), A&I Financial Services, LLC ($1.0M) and Envestnet Asset Management Inc. ($822K). 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 Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 3 | $387K |
| Exits | 6 | $287K |
All 13F filers, Q4 2024 → Q1 2025: 51,690 shares bought and 154,983 shares sold, net −103,293 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 14 holders
| Cambridge Investment Research Advisors, Inc. | 0.05% | Reduce -2.6% | 1,710,419 | $15.7M |
| A&I Financial Services, LLC | 0.68% | Add +9.2% | 109,506 | $1.0M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -15.0% | 89,437 | $822K |
| Orion Porfolio Solutions, LLC | 0.00% | Reduce -4.4% | 52,361 | $481K |
| Orion Portfolio Solutions, LLC | 0.00% | Reduce -4.4% | 52,361 | $481K |
| Jane Street Group, LLC | 0.00% | Reduce -51.0% | 31,024 | $285K |
| BridgePort Financial Solutions, LLC | 0.13% | Reduce -30.4% | 30,198 | $278K |
| Citadel Advisors | 0.00% | New | 27,608 | $254K |
| Smart Portfolios, LLC | 0.16% | Add +1.2% | 16,458 | $151K |
| Flow Traders U.S. LLC | 0.01% | New | 13,956 | $128K |
| Guardian Wealth Advisors, LLC / NC | 0.00% | Reduce -67.0% | 2,930 | $27K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -67.0% | 2,930 | $27K |
| Bank of Montreal | 0.00% | Add +26.9% | 595 | $5K |
| Wells Fargo & Company | 0.00% | New | 547 | $5K |
"% 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.