CUSIP 53700T744
LITMAN GREGORY FDS TR
19 institutions · $7.2M total · 16,019,868 shares
| # | Manager | Shares | Value | % of Total | Period |
|---|---|---|---|---|---|
| 1 | Brooklyn Investment Group | 252,136 | $3.0M | 1.57% | 2025-12-31 |
| 2 | CITADEL ADVISORS LLC | 128,015 | $1.4M | 0.79% | 2025-03-31 |
| 3 | BANK OF MONTREAL /CAN/ | 100,830 | $1.2M | 0.62% | 2025-12-31 |
| 4 | Dash Acquisitions Inc. | 32,678 | $361.1K | 0.20% | 2025-12-31 |
| 5 | JANE STREET GROUP, LLC | 21,041 | $251.9K | 0.13% | 2025-12-31 |
| 6 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 15,988 | $191.4K | 0.09% | 2025-12-31 |
| 7 | ORG Partners LLC | 15,700 | $184.9K | 0.09% | 2024-12-31 |
| 8 | HANTZ FINANCIAL SERVICES, INC. | 15,249,533 | $182.5K | 95.19% | 2025-12-31 |
| 9 | GUARDIAN WEALTH ADVISORS, LLC / NC | 10,752 | $128.7K | 0.06% | 2025-06-30 |
| 10 | MILLENNIUM MANAGEMENT LLC | 10,896 | $125.1K | 0.06% | 2024-09-30 |
| 11 | Aptus Capital Advisors, LLC | 5,339 | $63.9K | 0.03% | 2025-12-31 |
| 12 | RAYMOND JAMES FINANCIAL INC | 2,089 | $25.0K | 0.01% | 2025-06-30 |
| 13 | UBS Group AG | 568 | $7.0K | 0.00% | 2025-09-30 |
| 14 | AE Wealth Management LLC | 525 | $6.3K | 0.00% | 2025-12-31 |
| 15 | ADVISOR GROUP HOLDINGS, INC. | 438 | $5.2K | 0.00% | 2025-09-30 |
| 16 | FLOW TRADERS U.S. LLC | 172,580 | $2.1K | 1.07% | 2025-09-30 |
| 17 | Advisory Services Network, LLC | 150 | $1.8K | 0.00% | 2025-09-30 |
| 18 | CWM, LLC | 610 | $7 | 0.00% | 2025-09-30 |
| 19 | CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | $0 | 0.00% | 2025-06-30 |