Litman Gregory FDS TR

CUSIP: 53700T736 | 27 institutional holders

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

Institutional Holders — Q2 2026

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Cambridge Investment Research Advisors, Inc.1,715,244

0.0% of portfolio$15.1K

A&I Financial Services, LLC140,638

0.5% of portfolio$1.2M

Envestnet Asset Management Inc118,658

0.0% of portfolio$1.0M

Orion Porfolio Solutions, LLC49,198

0.0% of portfolio$433.4K

Bank of Montreal22,103

0.0% of portfolio$194.7K

LPL Financial LLC19,440

0.0% of portfolio$171.3K

BridgePort Financial Solutions, LLC19,342

0.0% of portfolio$170.4K

Susquehanna International Group, LLP14,730

0.0% of portfolio$129.8K

Osaic Holdings, Inc.10,133

0.0% of portfolio$89.3K

Aptus Capital Advisors, LLC2,971

0.0% of portfolio$26.2K

Rossby Financial, LCC1,511

0.0% of portfolio$13.3K

				Style	Turnover	Location	Filed
Cambridge Investment Research Advisors, Inc.	1,715,244	$15.1K	0.0%	ETF	Low	Fairfield, IA	2026-07-30
A&I Financial Services, LLC	140,638	$1.2M	0.5%	ETF	High	Lone Tree, CO	2026-07-09
Envestnet Asset Management Inc	118,658	$1.0M	0.0%	ETF	Low	Berwyn, PA	2026-09-23
Orion Porfolio Solutions, LLC	49,198	$433.4K	0.0%	Core	Low	Omaha, NE	2026-08-14
Bank of Montreal	22,103	$194.7K	0.0%	Core	Low	Toronto, Australia	2026-08-12
LPL Financial LLC	19,440	$171.3K	0.0%	Index	Very Low	Fort Mill, SC	2026-08-07
BridgePort Financial Solutions, LLC	19,342	$170.4K	0.0%	ETF	Low	Fairfield, IA	2026-07-24
Susquehanna International Group, LLP	14,730	$129.8K	0.0%	Growth	High	Bala Cynwyd, PA	2026-08-14
Osaic Holdings, Inc.	10,133	$89.3K	0.0%	Index	Low	Scottsdale, AZ	2026-08-14
Aptus Capital Advisors, LLC	2,971	$26.2K	0.0%	Core	Low	Fairhope, AL	2026-08-12
Rossby Financial, LCC	1,511	$13.3K	0.0%	ETF	Medium	Melbourne, FL	2026-08-04