CUSIP 53700T728
LITMAN GREGORY FDS TR
8 institutions · $1.3M total · 100,503 shares
| # | Manager | Shares | Value | % of Total | Period |
|---|---|---|---|---|---|
| 1 | ENVESTNET ASSET MANAGEMENT INC | 37,134 | $485.9K | 36.94% | 2025-12-31 |
| 2 | Orion Portfolio Solutions, LLC | 24,957 | $301.3K | 24.83% | 2025-03-31 |
| 3 | Brinker Capital Investments, LLC | 22,807 | $298.4K | 22.69% | 2025-12-31 |
| 4 | JANE STREET GROUP, LLC | 10,929 | $110.3K | 10.87% | 2024-06-30 |
| 5 | ADVISOR GROUP HOLDINGS, INC. | 4,031 | $52.7K | 4.01% | 2025-12-31 |
| 6 | Kozak & Associates, Inc. | 488 | $5.2K | 0.48% | 2024-12-31 |
| 7 | UBS Group AG | 157 | $2.0K | 0.15% | 2025-06-30 |
| 8 | CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | $0 | 0.00% | 2025-06-30 |