LITMAN GREGORY FDS TR (BDVG)
Institutional ownership reported to the SEC as of Q2 2026, across 15 quarters.
11
Reporting holders
$7.9M
Reported value
0.2%
Held as options
+1
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| TRUIST FINANCIAL CORP | $3.3M | 233,615 | 0.00% | new | NEW |
| Waverly Advisors, LLC | $2.3M | 162,745 | 0.01% | 6q | +3.9%+$86.5K |
| BERKSHIRE ASSET MANAGEMENT LLC/PA | $850.0K | 59,582 | 0.03% | 12q | HELD |
| ENVESTNET ASSET MANAGEMENT INC | $647.3K | 45,375 | 0.00% | 2q | +197.7%+$429.9K |
| CITADEL ADVISORS LLC | $206.5K | 14,474 | 0.00% | 4q | +5.8%+$11.3K |
| Orion Porfolio Solutions, LLC | $201.7K | 14,141 | 0.00% | 12q | -21.0%-$53.7K |
| OSAIC HOLDINGS, INC. | $169.4K | 11,873 | 0.00% | 10q | -18.0%-$37.3K |
| Aptus Capital Advisors, LLC | $122.6K | 8,597 | 0.00% | 7q | HELD |
| Arax Advisory Partners | $21.8K | 1,528 | 0.00% | new | NEW |
| SIMPLEX TRADING, LLC | $18.4K | options only | 0.00% | 2q | OPTIONS |
| UBS Group AG | $10.7K | 753 | 0.00% | 5q | -26.1%-$3.8K |
| Cambridge Investment Research Advisors, Inc. | $2.4K | 170,382 | 0.00% | 9q | +93.8%+$1.2K |
Five percent filings
Anyone crossing 5% of a company must say so within days - far sooner than the next quarterly holdings report. A 13D declares an intent to influence the company; a 13G is the passive version. See all activist filings →
| Filed | Form | Filer | % of class |
|---|---|---|---|
| 2026-07-14 | 13G/A | BERKSHIRE ASSET MANAGEMENT LLC/PA | 5.5% |
| 2026-07-06 | 13G | TRUIST FINANCIAL CORP | 32.2% |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 11 | $7.9M | 552,683 | 2 | 3 | 3 | 0.2% |
| Q1 2026 | 10 | $3.9M | 295,728 | 3 | 2 | 3 | 0.2% |
| Q4 2025 | 9 | $3.8M | 294,005 | 1 | 3 | 2 | 0.6% |
| Q3 2025 | 9 | $4.1M | 320,890 | 2 | 4 | 2 | 0.0% |
| Q2 2025 | 9 | $3.6M | 302,104 | 2 | 4 | 1 | 0.0% |
| Q1 2025 | 8 | $3.7M | 321,056 | 1 | 3 | 3 | 0.0% |
| Q4 2024 | 9 | $2.0M | 170,919 | 3 | 2 | 2 | 0.0% |
| Q3 2024 | 8 | $3.6M | 314,728 | 0 | 2 | 4 | 0.0% |
| Q2 2024 | 8 | $3.4M | 304,839 | 2 | 3 | 2 | 0.0% |
| Q1 2024 | 7 | $1.7M | 148,144 | 3 | 4 | 0 | 0.0% |
| Q4 2023 | 5 | $762.7K | 73,046 | 0 | 0 | 4 | 0.0% |
| Q3 2023 | 7 | $770.1K | 79,614 | 5 | 1 | 0 | 0.0% |
| Q2 2023 | 3 | $166.8K | 16,340 | 2 | 0 | 0 | 0.0% |
| Q1 2023 | 1 | $46 | 0 | 1 | 0 | 0 | 100.0% |
| Q4 2022 | 1 | $14 | 0 | 1 | 0 | 0 | 100.0% |