Litman Gregory FDS TRETF
13F holders, Q1 2026 (March 31)11holders +3
5new positions
2sold out
1famous investor
$10.04avg. 13F price*
At the end of Q1 2026, 11 institutions reported holding Litman Gregory FDS TR in their 13F filings, up 3 from Q4 2025. 5 opened new positions and 2 sold out. The largest holders were Flow Traders U.S. LLC ($1.7M), Hantz Financial Services, Inc. ($1.6M) and Bank of Montreal ($1.1M). 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 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 5 | $2.1M |
| Exits | 2 | $3.4M |
All 13F filers, Q4 2025 → Q1 2026: 283,312 shares bought and 15,376,420 shares sold, net −15,093,108 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 11 holders
| Flow Traders U.S. LLC | 0.06% | New | 173,755 | $1.7M |
| Hantz Financial Services, Inc. | 0.02% | Reduce -99.0% | 157,935 | $1.6M |
| Bank of Montreal | 0.00% | Add +6.8% | 107,695 | $1.1M |
| Jane Street Group, LLC | 0.00% | Add +183.3% | 59,613 | $599K |
| Susquehanna International Group, LLP | 0.00% | Add +155.2% | 40,801 | $410K |
| Citadel Advisors | 0.00% | New | 33,020 | $332K |
| Guardian Wealth Advisors, LLC / NC | 0.00% | New | 5,331 | $54K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -0.1% | 5,331 | $54K |
| UBS Group AG | 0.00% | New | 781 | $8K |
| AE Wealth Management LLC | 0.00% | No change | 525 | $5K |
| Advisory Services Network, LLC | 0.00% | New | 175 | $2K |
"% 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.