Litman Gregory FDS TRETF
13F holders, Q1 2025 (March 31)11holders +3
4new positions
1sold out
1famous investor
$11.13avg. 13F price*
At the end of Q1 2025, 11 institutions reported holding Litman Gregory FDS TR in their 13F filings, up 3 from Q4 2024. 4 opened new positions and 1 sold out. The largest holders were Hantz Financial Services, Inc. ($152.4M), Bank of Montreal ($1.7M) and Citadel Advisors ($1.4M). 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 Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 4 | $1.6M |
| Exits | 1 | $300K |
All 13F filers, Q4 2024 → Q1 2025: 1,054,913 shares bought and 57,959 shares sold, net +996,954 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 11 holders
| Hantz Financial Services, Inc. | 2.68% | Add +7.0% | 13,696,732 | $152.4M |
| Bank of Montreal | 0.00% | Add +12.1% | 155,593 | $1.7M |
| Citadel Advisors | 0.00% | New | 128,015 | $1.4M |
| Jane Street Group, LLC | 0.00% | Reduce -1.3% | 36,015 | $401K |
| Dash Acquisitions Inc. | 0.09% | No change | 32,678 | $387K |
| Susquehanna International Group, LLP | 0.00% | New | 10,644 | $118K |
| Guardian Wealth Advisors, LLC / NC | 0.01% | Reduce -58.8% | 10,502 | $117K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -58.8% | 10,502 | $117K |
| UBS Group AG | 0.00% | Reduce -37.9% | 3,390 | $38K |
| Brooklyn Investment Group | 0.00% | New | 1,081 | $12K |
| AE Wealth Management LLC | 0.00% | New | 525 | $6K |
"% 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.