Stock ownership · SEC 13F · Q2 2025

LITMAN GREGORY FDS TR

Who owns LITMAN GREGORY FDS TR (CUSIP 53700T736)? A look at the institutions behind it, how tightly they hold it, and the latest quarter's moves.

$486K
Reported value
1
Institutions
100%
Top-5 share

The verdict

As of Q2 2025, 1 institutions report $486K in LITMAN GREGORY FDS TR positions, ownership that is dominated by its top few institutional owners.

1
institutions hold it
$486K
reported 13F value
100%
held by top 5

Based on long positions reported to the SEC as of Q2 2025; 13F omits shorts, options and non-US holdings.

How 13F ownership is computed · All tracked stocks · Concentration rankings

SEC Form 13F-HR ownership desk

CUSIP 53700T736 · Q2 2025 $0M reported

VALUE-TRACE · HOLDERS-FOCUS · CONC-DOM · PHOTO-UNK · ACTIVITY-LIGHT · BOOK-SHORT

  • VALUE-TRACE $0.5M
  • HOLDERS-FOCUS 1 filers
  • CONC-DOM 100% top-5
  • PHOTO-UNK No peer
  • ACTIVITY-LIGHT 1 new
  • BOOK-SHORT 2Q history

Read with: Ownership concentration guide - LITMAN GREGORY FDS TR's top-five holders account for 100% of reported value — read concentration before treating any single filer as a signal.

Top Institutional Holders

# Institution Shares Value Share of reported
1 Orion Porfolio Solutions, LLC 49,307 $486K 100.0%

Investment Discretion

SEC Form 13F requires each institutional filer to report whether it exercises sole or shared discretion over a position. Among LITMAN GREGORY FDS TR's reported holders for Q2 2025, by reported value:

Sole discretion (SOLE)
100.0%

Latest Quarter Activity · Q2 2025

New positions (1)

Orion Porfolio Solutions, LLC $486K

Frequently Asked Questions

How many institutions hold LITMAN GREGORY FDS TR?▼
LITMAN GREGORY FDS TR is held by 1 institutional investors per the latest SEC Form 13F filings as of Q2 2025.
What is the total institutional value of LITMAN GREGORY FDS TR?▼
Institutions report $486K of LITMAN GREGORY FDS TR as of Q2 2025.
How concentrated is ownership of LITMAN GREGORY FDS TR?▼
The top five institutional holders account for 100% of the reported institutional value in LITMAN GREGORY FDS TR, making ownership dominated by its top few institutional owners.
Who is the largest institutional holder of LITMAN GREGORY FDS TR?▼
Orion Porfolio Solutions, LLC is the largest reported holder of LITMAN GREGORY FDS TR with $486K across 49,307 shares as of Q2 2025.

Source: U.S. Securities and Exchange Commission (SEC) - EDGAR Form 13F-HR institutional holdings filings · Q2 2025 13F-HR discloses long US-listed equity positions of managers with $100M+ qualifying assets, filed within 45 days of period end. Short positions and most derivatives are not disclosed.

PlainFundData is rendered directly from SEC EDGAR Form 13F-HR institutional holdings filings, no number is typed in by an editor. Holder lists, concentration, and reported value on this page are aggregated live from those 13F-HR extracts. See our editorial standards & corrections policy, the methodology behind these numbers, or report a data error. Data current as of 2026-05-16.