Litman Gregory FDS TRETF
13F holders, Q1 2024 (March 31)7holders
1famous investor
$11.31avg. 13F price*
At the end of Q1 2024, 7 institutions reported holding Litman Gregory FDS TR in their 13F filings. The largest holders were Hantz Financial Services, Inc. ($81.4M), Dash Acquisitions Inc. ($888K) and Citadel Advisors ($436K). 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 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 4 | $1.2M |
| Exits | 2 | $456K |
Ownership 7 holders
| Hantz Financial Services, Inc. | 1.59% | Add +101.5% | 7,190,798 | $81.4M |
| Dash Acquisitions Inc. | 0.28% | New | 82,336 | $888K |
| Citadel Advisors | 0.00% | Add +193.3% | 38,498 | $436K |
| Bank of Montreal | 0.00% | New | 23,604 | $267K |
| Flow Traders U.S. LLC | 0.01% | Reduce -60.0% | 15,621 | $177K |
| UBS Group AG | 0.00% | New | 1,423 | $16K |
| Osaic Holdings, Inc. | 0.00% | New | 668 | $8K |
"% 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.