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Litman Gregory FDS TR

Q3 2025 vs Q4 2025

Comparing institutional holders between quarters

Quarters

Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
Envestnet Asset Management Inc
DECREASED
Shares117,770 from 146,293
Change-28,523 (-19%)
Value$1.3M (-$303.0K)
Filed 2026-02-10
Orion Porfolio Solutions, LLC
DECREASED
Shares62,016 from 62,789
Change-773 (-1%)
Value$698.0K (-$958)
Filed 2026-02-12
Susquehanna International Group, LLP
INCREASED
Shares16,853 from 15,171
Change+1,682 (+11%)
Value$189.7K (+$20.8K)
Filed 2026-02-17
Pacific Financial Group Inc
NEW
Shares10,779
Change+10,779
Value$121.3K
Filed 2026-02-17
Osaic Holdings, Inc.
DECREASED
Shares10,372 from 10,845
Change-473 (-4%)
Value$116.7K (-$4.0K)
Filed 2026-02-17
UBS Group AG
UNCHANGED
Shares457 from 457
Change0 (0%)
Value$5.1K (+$57)
Filed 2026-01-29
Status
Envestnet Asset Management Inc
DECREASED117,770146,293-28,523-19%$1.6M$1.3M-$303.0K2026-02-10
Orion Porfolio Solutions, LLC
DECREASED62,01662,789-773-1%$698.9K$698.0K-$9582026-02-12
Susquehanna International Group, LLP
INCREASED16,85315,171+1,682+11%$168.9K$189.7K+$20.8K2026-02-17
Pacific Financial Group Inc
NEW10,779—+10,779——$121.3K—2026-02-17
Osaic Holdings, Inc.
DECREASED10,37210,845-473-4%$120.7K$116.7K-$4.0K2026-02-17
UBS Group AG
UNCHANGED45745700%$5.1K$5.1K+$572026-01-29
Showing 6 of 6 institutions