Litman Gregory FDS TRETF
13F holders, Q1 2026 (March 31)15holders +4
4new positions
0sold out
1famous investor
$7.96avg. 13F price*
At the end of Q1 2026, 15 institutions reported holding Litman Gregory FDS TR in their 13F filings, up 4 from Q4 2025. 4 opened new positions and 0 sold out. The largest holders were Cambridge Investment Research Advisors, Inc. ($14.2M), A&I Financial Services, LLC ($1.1M) and Envestnet Asset Management Inc. ($848K). 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 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 4 | $129K |
| Exits | 0 | $0 |
All 13F filers, Q4 2025 → Q1 2026: 246,387 shares bought and 2,534 shares sold, net +243,853 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 15 holders
| Cambridge Investment Research Advisors, Inc. | 0.04% | Add +12.1% | 1,784,812 | $14.2M |
| A&I Financial Services, LLC | 0.54% | Add +12.3% | 143,253 | $1.1M |
| Envestnet Asset Management Inc. | 0.00% | Add +13.6% | 106,527 | $848K |
| Orion Porfolio Solutions, LLC | 0.00% | Reduce -5.3% | 45,583 | $363K |
| Citadel Advisors | 0.00% | Add +9.1% | 28,085 | $224K |
| BridgePort Financial Solutions, LLC | 0.05% | No change | 20,739 | $165K |
| Jane Street Group, LLC | 0.00% | Add +31.5% | 19,375 | $154K |
| Bank of Montreal | 0.00% | Add +0.6% | 15,536 | $124K |
| LPL Financial LLC | 0.00% | Add +10.2% | 15,252 | $121K |
| Susquehanna International Group, LLP | 0.00% | New | 11,984 | $95K |
| Osaic Holdings, Inc. | 0.00% | No change | 8,211 | $65K |
| Aptus Capital Advisors, LLC | 0.00% | Add +17.6% | 2,562 | $20K |
| Guardian Wealth Advisors, LLC / NC | 0.00% | New | 2,562 | $20K |
| Rossby Financial, LCC | 0.00% | New | 1,511 | $12K |
| UBS Group AG | 0.00% | New | 179 | $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.