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Litman Gregory FDS TR

Q4 2023 vs Q1 2024

Comparing institutional holders between quarters

Quarters

Q1 2024Q4 2023Q3 2023Q2 2023Q1 2023
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
Cetera Investment Advisers
NEW
Shares24,455
Change+24,455
Value$235.7K
Filed 2024-05-24
Susquehanna International Group, LLP
NEW
Shares24,038
Change+24,038
Value$231.7K
Filed 2024-05-07
Citadel Advisors LLC
DECREASED
Shares19,945 from 21,311
Change-1,366 (-6%)
Value$192.3K (-$7.8K)
Filed 2024-05-15
AdvisorNet Financial, Inc
INCREASED
Shares9,453 from 5,124
Change+4,329 (+84%)
Value$91.1K (+$43.0K)
Filed 2024-04-12
UBS Group AG
INCREASED
Shares3,333 from 522
Change+2,811 (+539%)
Value$32.1K (+$27.2K)
Filed 2024-05-13
Cambridge Investment Research Advisors, Inc.
CLOSED
Shares0 from 422,318
Change-422,318 (-100%)
Value$0 (-$4.0K)
Filed 2024-04-24
Envestnet Asset Management Inc
CLOSED
Shares0 from 88,703
Change-88,703 (-100%)
Value$0 (-$832.9K)
Filed 2024-05-13
Orion Porfolio Solutions, LLC
CLOSED
Shares0 from 56,056
Change-56,056 (-100%)
Value$0 (-$524.7K)
Filed 2025-07-31
Orion Portfolio Solutions, LLC
CLOSED
Shares0 from 56,056
Change-56,056 (-100%)
Value$0 (-$524.7K)
Filed 2024-05-09
Cetera Advisors LLC
CLOSED
Shares0 from 34,268
Change-34,268 (-100%)
Value$0 (-$321.8K)
Filed 2024-05-24
Proequities, Inc.
UNCHANGED
Shares0 from 0
Change0
Value$0 ($0)
Filed 2024-05-01
Status
Cetera Investment Advisers
NEW24,455—+24,455——$235.7K—2024-05-24
Susquehanna International Group, LLP
NEW24,038—+24,038——$231.7K—2024-05-07
Citadel Advisors LLC
DECREASED19,94521,311-1,366-6%$200.1K$192.3K-$7.8K2024-05-15
AdvisorNet Financial, Inc
INCREASED9,4535,124+4,329+84%$48.1K$91.1K+$43.0K2024-04-12
UBS Group AG
INCREASED3,333522+2,811+539%$4.9K$32.1K+$27.2K2024-05-13
Cambridge Investment Research Advisors, Inc.
CLOSED0422,318-422,318-100%$4.0K$0-$4.0K2024-04-24
Envestnet Asset Management Inc
CLOSED088,703-88,703-100%$832.9K$0-$832.9K2024-05-13
Orion Porfolio Solutions, LLC
CLOSED056,056-56,056-100%$524.7K$0-$524.7K2025-07-31
Orion Portfolio Solutions, LLC
CLOSED056,056-56,056-100%$524.7K$0-$524.7K2024-05-09
Cetera Advisors LLC
CLOSED034,268-34,268-100%$321.8K$0-$321.8K2024-05-24
Proequities, Inc.
UNCHANGED000—$0$0$02024-05-01
Showing 11 of 11 institutions