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Litman Gregory FDS TR

Q1 2026 vs Q2 2026

Comparing institutional holders between quarters

Quarters

Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
Envestnet Asset Management Inc
INCREASED
Shares41,989 from 41,235
Change+754 (+2%)
Value$522.5K (+$19.1K)
Filed 2026-09-23
Orion Porfolio Solutions, LLC
DECREASED
Shares19,451 from 20,676
Change-1,225 (-6%)
Value$242.0K (-$10.4K)
Filed 2026-08-14
Osaic Holdings, Inc.
DECREASED
Shares3,381 from 4,031
Change-650 (-16%)
Value$42.1K (-$7.1K)
Filed 2026-08-14
Status
Envestnet Asset Management Inc
INCREASED41,98941,235+754+2%$503.4K$522.5K+$19.1K2026-09-23
Orion Porfolio Solutions, LLC
DECREASED19,45120,676-1,225-6%$252.4K$242.0K-$10.4K2026-08-14
Osaic Holdings, Inc.
DECREASED3,3814,031-650-16%$49.2K$42.1K-$7.1K2026-08-14
Showing 3 of 3 institutions