12 institutions reported holding $9.1M of LITMAN GREGORY FDS TR (BDVG) in SEC 13F filings for 2026-06-30. Largest institutional holders: TRUIST FINANCIAL CORP ($3.3M), Waverly Advisors, LLC ($2.3M), Cambridge Investment Research Advisors, Inc. ($1.2M), BERKSHIRE ASSET MANAGEMENT LLC/PA ($849,997), ENVESTNET ASSET MANAGEMENT INC ($647,321). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | TRUIST FINANCIAL CORP | $3.3M | 233,615 | New |
| 2 | Waverly Advisors, LLC | $2.3M | 162,745 | Added |
| 3 | Cambridge Investment Research Advisors, Inc. | $1.2M | 85,191 | Trimmed |
| 4 | BERKSHIRE ASSET MANAGEMENT LLC/PA | $849,997 | 59,582 | Hold |
| 5 | ENVESTNET ASSET MANAGEMENT INC | $647,321 | 45,375 | Added |
| 6 | CITADEL ADVISORS LLC | $206,486 | 14,474 | Added |
| 7 | Orion Porfolio Solutions, LLC | $201,735 | 14,141 | Trimmed |
| 8 | OSAIC HOLDINGS, INC. | $169,424 | 11,873 | Trimmed |
| 9 | Aptus Capital Advisors, LLC | $122,645 | 8,597 | Added |
| 10 | Arax Advisory Partners | $21,797 | 1,528 | New |
| 11 | UBS Group AG | $10,742 | 753 | Trimmed |
| 12 | GUARDIAN WEALTH ADVISORS, LLC / NC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30