11 institutions reported holding $5.0M of LITMAN GREGORY FDS TR (BDVG) in SEC 13F filings for 2026-03-31. Largest institutional holders: Waverly Advisors, LLC ($2.0M), Cambridge Investment Research Advisors, Inc. ($1.1M), BERKSHIRE ASSET MANAGEMENT LLC/PA ($778,141), Orion Porfolio Solutions, LLC ($233,839), ENVESTNET ASSET MANAGEMENT INC ($199,074). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Waverly Advisors, LLC | $2.0M | 156,681 | Trimmed |
| 2 | Cambridge Investment Research Advisors, Inc. | $1.1M | 87,924 | Added |
| 3 | BERKSHIRE ASSET MANAGEMENT LLC/PA | $778,141 | 59,582 | Added |
| 4 | Orion Porfolio Solutions, LLC | $233,839 | 17,905 | Trimmed |
| 5 | ENVESTNET ASSET MANAGEMENT INC | $199,074 | 15,243 | New |
| 6 | OSAIC HOLDINGS, INC. | $189,211 | 14,488 | Hold |
| 7 | CITADEL ADVISORS LLC | $178,713 | 13,684 | Trimmed |
| 8 | GUARDIAN WEALTH ADVISORS, LLC / NC | $111,833 | 8,563 | New |
| 9 | Aptus Capital Advisors, LLC | $111,833 | 8,563 | Added |
| 10 | UBS Group AG | $13,308 | 1,019 | Added |
| 11 | Farther Finance Advisors, LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31