Litman Gregory FDS TR

Q1 2026 vs Q2 2026

Comparing institutional holders between quarters

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

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Cambridge Investment Research Advisors, Inc.

DECREASED

Shares1,715,244 from 1,784,812

Change-69,568 (-4%)

Value$15.1K (+$904)

Filed 2026-07-30

A&I Financial Services, LLC

DECREASED

Shares140,638 from 143,253

Change-2,615 (-2%)

Value$1.2M (+$98.7K)

Filed 2026-07-09

Envestnet Asset Management Inc

INCREASED

Shares118,658 from 106,527

Change+12,131 (+11%)

Value$1.0M (+$197.4K)

Filed 2026-09-23

Orion Porfolio Solutions, LLC

INCREASED

Shares49,198 from 45,583

Change+3,615 (+8%)

Value$433.4K (+$70.6K)

Filed 2026-08-14

Bank of Montreal

INCREASED

Shares22,103 from 15,536

Change+6,567 (+42%)

Value$194.7K (+$71.1K)

Filed 2026-08-12

LPL Financial LLC

INCREASED

Shares19,440 from 15,252

Change+4,188 (+27%)

Value$171.3K (+$49.9K)

Filed 2026-08-07

BridgePort Financial Solutions, LLC

DECREASED

Shares19,342 from 20,739

Change-1,397 (-7%)

Value$170.4K (+$5.3K)

Filed 2026-07-24

Susquehanna International Group, LLP

INCREASED

Shares14,730 from 11,984

Change+2,746 (+23%)

Value$129.8K (+$34.4K)

Filed 2026-08-14

Osaic Holdings, Inc.

INCREASED

Shares10,133 from 8,211

Change+1,922 (+23%)

Value$89.3K (+$23.9K)

Filed 2026-08-14

Aptus Capital Advisors, LLC

INCREASED

Shares2,971 from 2,562

Change+409 (+16%)

Value$26.2K (+$5.8K)

Filed 2026-08-12

Rossby Financial, LCC

UNCHANGED

Shares1,511 from 1,511

Change0 (0%)

Value$13.3K (+$1.1K)

Filed 2026-08-04

Citadel Advisors LLC

CLOSED

Shares0 from 28,085

Change-28,085 (-100%)

Value$0 (-$223.6K)

Filed 2026-09-02

Jane Street Group, LLC

CLOSED

Shares0 from 19,375

Change-19,375 (-100%)

Value$0 (-$154.2K)

Filed 2026-08-14

Guardian Wealth Advisors, LLC / NC

CLOSED

Shares0 from 2,562

Change-2,562 (-100%)

Value$0 (-$20.4K)

Filed 2026-08-14

CLOSED

Shares0 from 179

Change-179 (-100%)

Value$0 (-$1.4K)

Filed 2026-08-13

	Status
Cambridge Investment Research Advisors, Inc.	DECREASED	1,715,244	1,784,812	-69,568	-4%	$14.2K	$15.1K	+$904	2026-07-30
A&I Financial Services, LLC	DECREASED	140,638	143,253	-2,615	-2%	$1.1M	$1.2M	+$98.7K	2026-07-09
Envestnet Asset Management Inc	INCREASED	118,658	106,527	+12,131	+11%	$848.0K	$1.0M	+$197.4K	2026-09-23
Orion Porfolio Solutions, LLC	INCREASED	49,198	45,583	+3,615	+8%	$362.8K	$433.4K	+$70.6K	2026-08-14
Bank of Montreal	INCREASED	22,103	15,536	+6,567	+42%	$123.7K	$194.7K	+$71.1K	2026-08-12
LPL Financial LLC	INCREASED	19,440	15,252	+4,188	+27%	$121.4K	$171.3K	+$49.9K	2026-08-07
BridgePort Financial Solutions, LLC	DECREASED	19,342	20,739	-1,397	-7%	$165.1K	$170.4K	+$5.3K	2026-07-24
Susquehanna International Group, LLP	INCREASED	14,730	11,984	+2,746	+23%	$95.4K	$129.8K	+$34.4K	2026-08-14
Osaic Holdings, Inc.	INCREASED	10,133	8,211	+1,922	+23%	$65.4K	$89.3K	+$23.9K	2026-08-14
Aptus Capital Advisors, LLC	INCREASED	2,971	2,562	+409	+16%	$20.4K	$26.2K	+$5.8K	2026-08-12
Rossby Financial, LCC	UNCHANGED	1,511	1,511	0	0%	$12.2K	$13.3K	+$1.1K	2026-08-04
Citadel Advisors LLC	CLOSED	0	28,085	-28,085	-100%	$223.6K	$0	-$223.6K	2026-09-02
Jane Street Group, LLC	CLOSED	0	19,375	-19,375	-100%	$154.2K	$0	-$154.2K	2026-08-14
Guardian Wealth Advisors, LLC / NC	CLOSED	0	2,562	-2,562	-100%	$20.4K	$0	-$20.4K	2026-08-14
UBS Group AG	CLOSED	0	179	-179	-100%	$1.4K	$0	-$1.4K	2026-08-13

Showing 15 of 15 institutions