CUSIP 53700T793
LITMAN GREGORY FDS TR
13 institutions · $3.2M total · 824,343 shares
| # | Manager | Shares | Value | % of Total | Period |
|---|---|---|---|---|---|
| 1 | ENVESTNET ASSET MANAGEMENT INC | 97,667 | $861.9K | 11.84% | 2023-12-31 |
| 2 | Brinker Capital Investments, LLC | 76,388 | $697.7K | 9.26% | 2025-06-30 |
| 3 | Orion Portfolio Solutions, LLC | 66,619 | $587.9K | 8.08% | 2023-12-31 |
| 4 | Cetera Investment Advisers | 24,455 | $235.7K | 2.96% | 2024-03-31 |
| 5 | Cetera Advisors LLC | 24,455 | $235.7K | 2.96% | 2024-03-31 |
| 6 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 24,038 | $231.7K | 2.91% | 2024-03-31 |
| 7 | CITADEL ADVISORS LLC | 19,945 | $192.3K | 2.41% | 2024-03-31 |
| 8 | AdvisorNet Financial, Inc | 9,453 | $91.1K | 1.14% | 2024-03-31 |
| 9 | UBS Group AG | 3,333 | $32.1K | 0.40% | 2024-03-31 |
| 10 | ADVISOR GROUP HOLDINGS, INC. | 2,052 | $18.1K | 0.24% | 2023-12-31 |
| 11 | Cambridge Investment Research Advisors, Inc. | 475,621 | $4.2K | 57.69% | 2023-12-31 |
| 12 | JPMORGAN CHASE & CO | 317 | $3 | 0.03% | 2023-03-31 |
| 13 | CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | $0 | 0.00% | 2024-03-31 |