CUSIP 53700T736
LITMAN GREGORY FDS TR
26 institutions · $4.6M total · 2,103,714 shares
| # | Manager | Shares | Value | % of Total | Period |
|---|---|---|---|---|---|
| 1 | A&I FINANCIAL SERVICES, LLC | 127,506 | $1.2M | 6.06% | 2025-12-31 |
| 2 | ENVESTNET ASSET MANAGEMENT INC | 93,745 | $854.5K | 4.45% | 2025-12-31 |
| 3 | Orion Portfolio Solutions, LLC | 54,767 | $500.0K | 2.60% | 2025-03-31 |
| 4 | Brinker Capital Investments, LLC | 48,117 | $438.6K | 2.28% | 2025-12-31 |
| 5 | CITADEL ADVISORS LLC | 25,750 | $234.7K | 1.22% | 2025-12-31 |
| 6 | BridgePort Financial Solutions, LLC | 20,739 | $189.0K | 0.98% | 2025-12-31 |
| 7 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 17,584 | $164.7K | 0.83% | 2025-09-30 |
| 8 | BANK OF MONTREAL /CAN/ | 15,439 | $140.7K | 0.73% | 2025-12-31 |
| 9 | JANE STREET GROUP, LLC | 14,734 | $134.3K | 0.70% | 2025-12-31 |
| 10 | LPL Financial LLC | 13,845 | $126.2K | 0.65% | 2025-12-31 |
| 11 | Smart Portfolios, LLC | 13,426 | $125.7K | 0.63% | 2025-09-30 |
| 12 | Insight Advisors, LLC/ PA | 13,026 | $122.0K | 0.61% | 2025-09-30 |
| 13 | Etesian Wealth Advisors, Inc. | 11,931 | $108.9K | 0.56% | 2024-12-31 |
| 14 | ADVISOR GROUP HOLDINGS, INC. | 8,211 | $74.8K | 0.39% | 2025-12-31 |
| 15 | ORG Partners LLC | 6,121 | $55.9K | 0.29% | 2024-12-31 |
| 16 | UBS Group AG | 3,703 | $34.7K | 0.17% | 2025-09-30 |
| 17 | GUARDIAN WEALTH ADVISORS, LLC / NC | 2,974 | $29.3K | 0.14% | 2025-06-30 |
| 18 | Aptus Capital Advisors, LLC | 2,178 | $19.9K | 0.10% | 2025-12-31 |
| 19 | MORGAN STANLEY | 1,671 | $15.6K | 0.07% | 2025-09-30 |
| 20 | Cambridge Investment Research Advisors, Inc. | 1,592,054 | $14.5K | 75.67% | 2025-12-31 |
| 21 | Kozak & Associates, Inc. | 1,170 | $10.7K | 0.05% | 2024-12-31 |
| 22 | WELLS FARGO & COMPANY/MN | 547 | $5.0K | 0.02% | 2025-03-31 |
| 23 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 502 | $5.0K | 0.02% | 2024-09-30 |
| 24 | JONES FINANCIAL COMPANIES LLLP | 289 | $2.6K | 0.01% | 2024-12-31 |
| 25 | FLOW TRADERS U.S. LLC | 13,685 | $135 | 0.65% | 2025-06-30 |
| 26 | CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | $0 | 0.00% | 2025-06-30 |