CUSIP 53700T751
LITMAN GREGORY FDS TR
16 institutions · $6.8M total · 639,344 shares
| # | Manager | Shares | Value | % of Total | Period |
|---|---|---|---|---|---|
| 1 | Waverly Advisors, LLC | 183,903 | $2.4M | 28.76% | 2025-12-31 |
| 2 | RE Dickinson Investment Advisors, LLC | 173,684 | $2.0M | 27.16% | 2024-12-31 |
| 3 | BERKSHIRE ASSET MANAGEMENT LLC/PA | 47,916 | $610.8K | 7.49% | 2025-09-30 |
| 4 | ENVESTNET ASSET MANAGEMENT INC | 23,108 | $294.6K | 3.61% | 2025-09-30 |
| 5 | Orion Portfolio Solutions, LLC | 23,066 | $264.5K | 3.60% | 2025-03-31 |
| 6 | Brinker Capital Investments, LLC | 19,591 | $251.0K | 3.06% | 2025-12-31 |
| 7 | CITADEL ADVISORS LLC | 19,549 | $250.5K | 3.05% | 2025-12-31 |
| 8 | TRUIST FINANCIAL CORP | 19,208 | $220.2K | 3.00% | 2024-12-31 |
| 9 | ADVISOR GROUP HOLDINGS, INC. | 14,488 | $185.6K | 2.26% | 2025-12-31 |
| 10 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 12,383 | $140.2K | 1.93% | 2024-03-31 |
| 11 | Aptus Capital Advisors, LLC | 8,535 | $109.4K | 1.33% | 2025-12-31 |
| 12 | GUARDIAN WEALTH ADVISORS, LLC / NC | 8,053 | $97.0K | 1.25% | 2025-06-30 |
| 13 | Cambridge Investment Research Advisors, Inc. | 85,837 | $1.1K | 13.42% | 2025-12-31 |
| 14 | Farther Finance Advisors, LLC | 20 | $256 | 0.00% | 2025-12-31 |
| 15 | UBS Group AG | 3 | $38 | 0.00% | 2025-12-31 |
| 16 | CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | $0 | 0.00% | 2025-06-30 |