13FBOX
LITMAN GREGORY FDS TR · 13F Institutional Holdings
Options Calculator Rankings
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LITMAN GREGORY FDS TR

Institutions
18
Combined AUM (Q2 2026)
$28.5M
Combined Shares (Q2 2026)
2.8M
Overall Trend
Increase
All institutions combined
Basis: holder count and combined value / shares merge all share classes of the same company (e.g. Class A / C); each institution is counted once, and value & shares are the sum across classes.
📥 Inflow (Q1 2026→Q2 2026)
+357,850
10 institutions added · 3 new buys
Est. buy amount
📤 Outflow (Q1 2026→Q2 2026)
-138,941
10 institutions reduced · 3 exits
Est. sell amount
⚖️ Net Share Change
+218,909
Net Buy
💰 Est. Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$28.5M
Institutions
18
New Buys
3
Adds
7
Reduces
7
Exits
3
Unchanged
1
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
Cambridge Investment Research Advisors, Inc.
0.04%0.04%#3$16.3M1.8M$15.4M1.9M-72,301-3.86%Reduce
TRUIST FINANCIAL CORP
<0.01%#7$3.3M233,615$00+233,615New Buy
Waverly Advisors, LLC
0.01%0.02%#5$2.3M162,745$2.0M156,681+6,064+3.87%Add
ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#10$2.2M206,022$1.6M163,005+43,017+26.39%Add
A&I FINANCIAL SERVICES, LLC
0.54%0.54%#1$1.2M140,638$1.1M143,253-2,615-1.83%Reduce
Orion Porfolio Solutions, LLC
0.01%0.01%#6$877,21582,790$849,09584,164-1,374-1.63%Reduce
BERKSHIRE ASSET MANAGEMENT LLC/PA
0.03%#4$849,99759,582$00+59,582New Buy
OSAIC HOLDINGS, INC.
<0.01%<0.01%#11$300,76725,387$303,78226,730-1,343-5.02%Reduce
CITADEL ADVISORS LLC
<0.01%<0.01%#15$206,48614,474$402,27041,769-27,295-65.35%Reduce
BANK OF MONTREAL /CAN/
<0.01%<0.01%#13$194,72722,103$123,66715,536+6,567+42.27%Add
LPL Financial LLC
<0.01%<0.01%#14$171,26619,440$121,40615,252+4,188+27.46%Add
BridgePort Financial Solutions, LLC
0.04%0.05%#2$170,40319,342$165,08220,739-1,397-6.74%Reduce
Aptus Capital Advisors, LLC
<0.01%<0.01%#9$148,82011,568$132,22711,125+443+3.98%Add
SUSQUEHANNA INTERNATIONAL GROUP, LLP
<0.01%<0.01%#16$129,77114,730$95,39311,984+2,746+22.91%Add
Arax Advisory Partners
<0.01%#12$21,7971,528$00+1,528New Buy
Rossby Financial, LCC
<0.01%<0.01%#8$13,3121,511$12,2321,51100.00%Unchanged
UBS Group AG
<0.01%<0.01%#18$10,742753$14,7331,198-445-37.15%Reduce
SIMPLEX TRADING, LLC
<0.01%<0.01%#17$9,183300$6,030200+100+50.00%Add

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow