Litman Gregory FDS TRETF
13F holders, Q4 2025 (December 31)11holders −4
1new positions
5sold out
1famous investor
$9.12avg. 13F price*
At the end of Q4 2025, 11 institutions reported holding Litman Gregory FDS TR in their 13F filings, down 4 from Q3 2025. 1 opened new positions and 5 sold out. The largest holders were Cambridge Investment Research Advisors, Inc. ($14.5M), A&I Financial Services, LLC ($1.2M) and Envestnet Asset Management Inc. ($854K). 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 Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $126K |
| Exits | 5 | $463K |
All 13F filers, Q3 2025 → Q4 2025: 42,229 shares bought and 124,918 shares sold, net −82,689 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 11 holders
| Cambridge Investment Research Advisors, Inc. | 0.04% | Reduce -2.9% | 1,592,054 | $14.5M |
| A&I Financial Services, LLC | 0.55% | Add +5.0% | 127,506 | $1.2M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -16.8% | 93,745 | $854K |
| Orion Porfolio Solutions, LLC | 0.00% | Reduce -1.8% | 48,117 | $439K |
| Citadel Advisors | 0.00% | Add +113.3% | 25,750 | $235K |
| BridgePort Financial Solutions, LLC | 0.05% | Reduce -23.9% | 20,739 | $189K |
| Bank of Montreal | 0.00% | Add +73.3% | 15,439 | $141K |
| Jane Street Group, LLC | 0.00% | Add +17.1% | 14,734 | $134K |
| LPL Financial LLC | 0.00% | New | 13,845 | $126K |
| Osaic Holdings, Inc. | 0.00% | Reduce -5.1% | 8,211 | $75K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -31.1% | 2,178 | $20K |
"% 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.