Litman Gregory FDS TRETF
13F holders, Q2 2026 (June 30)6holders −5
0new positions
5sold out
1famous investor
$10.96avg. 13F price*
At the end of Q2 2026, 6 institutions reported holding Litman Gregory FDS TR in their 13F filings, down 5 from Q1 2026. 0 opened new positions and 5 sold out. The largest holders were Hantz Financial Services, Inc. ($1.3M), Bank of Montreal ($1.2M) and Susquehanna International Group, LLP ($614K). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Litman Gregory FDS TR
- CUSIP
- 53700T744
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 5 | $667K |
All 13F filers, Q1 2026 → Q2 2026: 17,531 shares bought and 241,707 shares sold, net −224,176 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 6 holders
| Hantz Financial Services, Inc. | 0.02% | Reduce -24.7% | 118,962 | $1.3M |
| Bank of Montreal | 0.00% | Add +2.1% | 109,926 | $1.2M |
| Susquehanna International Group, LLP | 0.00% | Add +37.2% | 55,991 | $614K |
| Flow Traders U.S. LLC | 0.02% | Reduce -77.9% | 38,379 | $421K |
| Citadel Advisors | 0.00% | Reduce -2.8% | 32,087 | $352K |
| Aptus Capital Advisors, LLC | 0.00% | Add +2.1% | 5,441 | $60K |
"% 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.