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Litman Gregory FDS TR
CUSIP: 53700T728 | 8 institutional holders
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Institutional Holders — Q2 2026
Sort by
Shares — high to low
Value — high to low
% Portfolio — high to low
Institution — A to Z
Envestnet Asset Management Inc
41,989
0.0% of portfolio
›
$522.5K
Orion Porfolio Solutions, LLC
19,451
0.0% of portfolio
›
$242.0K
Osaic Holdings, Inc.
3,381
0.0% of portfolio
›
$42.1K
Institution
Shares ↓
Value
% Port.
Style
Turnover
Location
Filed
Envestnet Asset Management Inc
41,989
$522.5K
0.0%
ETF
Low
Berwyn, PA
2026-09-23
Orion Porfolio Solutions, LLC
19,451
$242.0K
0.0%
Core
Low
Omaha, NE
2026-08-14
Osaic Holdings, Inc.
3,381
$42.1K
0.0%
Index
Low
Scottsdale, AZ
2026-08-14