LITMAN GREGORY FDS TR

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53700T827·US·ETF·Unknown - Unknown

53700T827 (LITMAN GREGORY FDS TR) is held by 72 institutional investors as of Q2 2026. Largest holders: LPL Financial LLC ($650.9M), JPMORGAN CHASE & CO ($369.3M), MORGAN STANLEY ($302.3M). Net institutional sentiment: Bullish.

72

Holders

(8 Elite)

$1.9B

Total Value

81% (70)

Consensus

57 buying - 13 selling

13F: Jun 30, 2026Insider & Congress: Updated regularly

Top Holders

Top Holders (72)History

AllNewIncreasedHeldDecreasedExited

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Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
LPL Financial LLC	Decreased	21.3M(-3.5%)	$650.9M	0.1%	—	0
JPMORGAN CHASE & CO	Increased	12.2M(+60.6%)	$369.3M	0.0%	—	45
MORGAN STANLEY	Increased	9.9M(+9.1%)	$302.3M	0.0%	—	34
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	Increased	3.4M(+41.8%)	$104.9M	0.1%	—	40
RAYMOND JAMES FINANCIAL INC	Increased	2.6M(+36.7%)	$79M	0.0%	—	39
BANK OF AMERICA CORP /DE/	Increased	2M(+33.5%)	$62.1M	0.0%	—	38
Tidal Investments LLC	Increased	1.4M(+0.5%)	$42.6M	0.1%	—	29
ROYAL BANK OF CANADA	Increased	1.1M(+13.9%)	$32.2M	0.0%	—	33
NEW YORK LIFE INVESTMENT MANAGEMENT LLC	Increased	968,970(+42.0%)	$29.7M	0.2%	—	46
Farther Finance Advisors, LLC	Increased	955,584(+29.1%)	$29.2M	0.2%	—	43
Savant Capital, LLC	Decreased	953,743(-0.2%)	$29.2M	0.1%	—	0
ENVESTNET ASSET MANAGEMENT INC	Increased	754,052(+1.5%)	$23.1M	0.0%	—	29
Cetera Investment Advisers	Increased	690,416(+141.2%)	$21.1M	0.0%	—	46
COMMONWEALTH EQUITY SERVICES, LLC	Increased	680,379(+15.7%)	$20.8M	0.0%	—	33
MFMerit Financial Group, LLC	Increased	504,693(+25.5%)	$15.4M	0.1%	—	35
OneDigital Investment Advisors LLC	Decreased	428,464(-3.5%)	$13.1M	0.1%	—	0
Rockefeller Capital Management L.P.	Decreased	335,248(-7.0%)	$10.3M	0.0%	—	0
AXXCESS WEALTH MANAGEMENT, LLC	Increased	313,579(+5.6%)	$9.6M	0.2%	—	35
WELLS FARGO & COMPANY/MN	Decreased	297,499(-1.5%)	$9.1M	0.0%	—	0
Private Advisor Group, LLC	Increased	268,036(+5.8%)	$8.2M	0.0%	—	29

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Data sourced from four public-disclosure sources: SEC 13F, Form 4, 13D/13G, and House/Senate STOCK Act disclosures. Not financial advice. Full disclaimer