# LITMAN GREGORY FDS TR (BDVG)

> Institutional ownership reported to the SEC as of Q2 2026, from Form 13F filings. Source: https://holderbook.com/stocks/BDVG/

- Reporting holders: 12
- Reported value: $11.2M
- Held through calls: 0.1%
- Held through puts: 0.1%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [TRUIST FINANCIAL CORP](https://holderbook.com/funds/92230-truist-financial-corp/) | $3.3M | 233,615 | 0.0% | 1 |
| [Cambridge Investment Research Advisors, Inc.](https://holderbook.com/funds/1419186-cambridge-investment-research-advisors-inc/) | $2.4M | 170,382 | 0.0% | 9 |
| [Waverly Advisors, LLC](https://holderbook.com/funds/1568787-waverly-advisors-llc/) | $2.3M | 162,745 | 0.0% | 6 |
| [ENVESTNET ASSET MANAGEMENT INC](https://holderbook.com/funds/1407543-envestnet-asset-management-inc/) | $1.3M | 90,750 | 0.0% | 2 |
| [BERKSHIRE ASSET MANAGEMENT LLC/PA](https://holderbook.com/funds/949012-berkshire-asset-management-llc-pa/) | $850.0K | 59,582 | 0.0% | 12 |
| [CITADEL ADVISORS LLC](https://holderbook.com/funds/1423053-citadel-advisors-llc/) | $413.0K | 28,948 | 0.0% | 4 |
| [Orion Porfolio Solutions, LLC](https://holderbook.com/funds/1360533-orion-porfolio-solutions-llc/) | $201.7K | 14,141 | 0.0% | 12 |
| [OSAIC HOLDINGS, INC.](https://holderbook.com/funds/1677044-osaic-holdings-inc/) | $169.4K | 11,873 | 0.0% | 10 |
| [Aptus Capital Advisors, LLC](https://holderbook.com/funds/1664193-aptus-capital-advisors-llc/) | $122.6K | 8,597 | 0.0% | 7 |
| [Arax Advisory Partners](https://holderbook.com/funds/1586767-arax-advisory-partners/) | $21.8K | 1,528 | 0.0% | 1 |
| [SIMPLEX TRADING, LLC](https://holderbook.com/funds/1488542-simplex-trading-llc/) | $18.4K | 0 | 0.0% | 2 |
| [UBS Group AG](https://holderbook.com/funds/1610520-ubs-group-ag/) | $10.7K | 753 | 0.0% | 5 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q2 2026 | 12 | $11.2M |
| Q1 2026 | 11 | $5.0M |
| Q4 2025 | 10 | $4.9M |
| Q3 2025 | 10 | $5.2M |
| Q2 2025 | 10 | $5.6M |
| Q1 2025 | 9 | $6.7M |
| Q4 2024 | 11 | $25.2M |
| Q3 2024 | 9 | $6.6M |
| Q2 2024 | 9 | $6.2M |
| Q1 2024 | 8 | $3.3M |
| Q4 2023 | 5 | $762.7K |
| Q3 2023 | 7 | $772.1K |