DOSSIER · 13F Holders · Q1 2025
PCEM

LITMAN GREGORY FDS TR

2 institutions still hold LITMAN GREGORY FDS TR as of Q1 2025. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 53700T710·2 13F holders·last filed Mar 31, 2025
Market cap
13F value held
$1M
visible holders
Holders
2
filers reporting
Concentration
100.00%
Orion Portfolio Solutions, LLC #1
top holder share
AI Holders Summary · Q1 2025

2 institutions reported PCEM in Q1 2025. Orion Portfolio Solutions, LLC leads at 100.0% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
Orion Portfolio Solutions, LLC
CIK 0001802647
$1M138K0.01%Q1 2025
02
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
CIK 0000752798
$00Q2 2025