Litman Gregory FDS TR

CUSIP: 53700T710 | 9 institutional holders

Compare Detailed Historical Funds Options Short Interest 13D/13G Peers Targeting Trading Summary Profile

Institutional Holders — Q4 2025

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Envestnet Asset Management Inc117,770

0.0% of portfolio$1.3M

Orion Porfolio Solutions, LLC62,016

0.0% of portfolio$698.0K

Susquehanna International Group, LLP16,853

0.0% of portfolio$189.7K

Pacific Financial Group Inc10,779

0.1% of portfolio$121.3K

Osaic Holdings, Inc.10,372

0.0% of portfolio$116.7K

UBS Group AG457

0.0% of portfolio$5.1K

				Style	Turnover	Location	Filed
Envestnet Asset Management Inc	117,770	$1.3M	0.0%	ETF	Low	Berwyn, PA	2026-02-10
Orion Porfolio Solutions, LLC	62,016	$698.0K	0.0%	Core	Low	Omaha, NE	2026-02-12
Susquehanna International Group, LLP	16,853	$189.7K	0.0%	Growth	High	Bala Cynwyd, PA	2026-02-17
Pacific Financial Group Inc	10,779	$121.3K	0.1%	ETF	Low	Nashville, TN	2026-02-17
Osaic Holdings, Inc.	10,372	$116.7K	0.0%	Index	Low	Scottsdale, AZ	2026-02-17
UBS Group AG	457	$5.1K	0.0%	Core	Medium	Zurich, Switzerland	2026-01-29