LITMAN GREGORY FDS TR
CUSIP 53700T793
Litman Gregory Fds Tr has 8 institutional holders in Filings Flow’s 13F database, together reporting 709.1K shares worth $2M as of Q4 2022. The largest reported holders are Cambridge Investment Research Advisors, Inc., Envestnet Asset Management Inc, and Orion Portfolio Solutions, LLC.
Institutional Holders
8
Q4 2022
Reported Value
$2M
Ticker
unmapped
private placement or foreign
Quarters Tracked
1
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| AdvisorNet Financial, Inc$1.9B AUM | 0.01% | $91,129 | 9.5K | Q1 2024 |
| Orion Portfolio Solutions, LLC$20.2B AUM | 0.01% | $524,684 | 56.1K | Q4 2023OLDER |
| Cetera Investment Advisers$94.0B AUM | 0.00% | $235,746 | 24.5K | Q1 2024 |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.00% | $832,921 | 88.7K | Q4 2023OLDER |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $231,726 | 24.0K | Q1 2024 |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $192,270 | 19.9K | Q1 2024 |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $18,109 | 2.1K | Q3 2023OLDER |
| UBS Group AG$666.3B AUM | 0.00% | $32,130 | 3.3K | Q1 2024 |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.