Litman Gregory FDS TRETF
13F holders, Q3 2025 (September 30)15holders
2new positions
2sold out
1famous investor
$9.37avg. 13F price*
At the end of Q3 2025, 15 institutions reported holding Litman Gregory FDS TR in their 13F filings, unchanged from Q2 2025. 2 opened new positions and 2 sold out. The largest holders were Cambridge Investment Research Advisors, Inc. ($15.4M), A&I Financial Services, LLC ($1.1M) and Envestnet Asset Management Inc. ($1.1M). 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 Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $180K |
| Exits | 2 | $164K |
All 13F filers, Q2 2025 → Q3 2025: 29,585 shares bought and 49,119 shares sold, net −19,534 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 15 holders
| Cambridge Investment Research Advisors, Inc. | 0.04% | Reduce -1.0% | 1,639,829 | $15.4M |
| A&I Financial Services, LLC | 0.56% | Add +4.3% | 121,481 | $1.1M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -4.6% | 112,697 | $1.1M |
| Orion Porfolio Solutions, LLC | 0.00% | Reduce -0.7% | 48,972 | $459K |
| BridgePort Financial Solutions, LLC | 0.07% | Reduce -10.2% | 27,240 | $255K |
| Susquehanna International Group, LLP | 0.00% | New | 17,584 | $165K |
| Smart Portfolios, LLC | 0.12% | Reduce -13.6% | 13,426 | $126K |
| Insight Advisors, LLC/ PA | 0.02% | No change | 13,026 | $122K |
| Jane Street Group, LLC | 0.00% | Reduce -16.6% | 12,583 | $118K |
| Citadel Advisors | 0.00% | Reduce -12.6% | 12,073 | $113K |
| Bank of Montreal | 0.00% | Add +33.5% | 8,908 | $83K |
| Osaic Holdings, Inc. | 0.00% | Add +0.2% | 8,653 | $81K |
| UBS Group AG | 0.00% | Add +330.1% | 3,703 | $35K |
| Aptus Capital Advisors, LLC | 0.00% | Add +6.3% | 3,161 | $30K |
| Morgan Stanley | 0.00% | New | 1,671 | $16K |
"% 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.