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

LITMAN GREGORY FDS TR

Institutions
12
Combined AUM (Q2 2026)
$18.6M
Combined Shares (Q2 2026)
2.1M
Overall Trend
Decrease
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+31,678
8 · 0 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-125,452
8 · 5 Exit · ≈
⚖️ Net
-93,774
Net Sell
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$18.6M
Institutions
12
New Buys
0
Adds
8
Reduces
3
Exits
5
Unchanged
1
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
Cambridge Investment Research Advisors, Inc.
0.03%0.04%#3$15.1M1.7M$14.2M1.8M-69,568-3.90%Reduce
A&I FINANCIAL SERVICES, LLC
0.54%0.54%#1$1.2M140,638$1.1M143,253-2,615-1.83%Reduce
ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#6$1.0M118,658$847,954106,527+12,131+11.39%Add
Orion Porfolio Solutions, LLC
<0.01%<0.01%#4$433,43449,198$362,84145,583+3,615+7.93%Add
BANK OF MONTREAL /CAN/
<0.01%<0.01%#9$194,72722,103$123,66715,536+6,567+42.27%Add
LPL Financial LLC
<0.01%<0.01%#10$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
SUSQUEHANNA INTERNATIONAL GROUP, LLP
<0.01%<0.01%#11$129,77114,730$95,39311,984+2,746+22.91%Add
OSAIC HOLDINGS, INC.
<0.01%<0.01%#8$89,27110,133$65,3608,211+1,922+23.41%Add
Aptus Capital Advisors, LLC
<0.01%<0.01%#7$26,1752,971$20,3942,562+409+15.96%Add
Rossby Financial, LCC
<0.01%<0.01%#5$13,3121,511$12,2321,51100.00%Unchanged
SIMPLEX TRADING, LLC
<0.01%<0.01%#12$9,183300$6,030200+100+50.00%Add

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow