LITMAN GREGORY FDS TR

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BDVG·53700T751·US·ETF-13D/G

BDVG (LITMAN GREGORY FDS TR) is held by 8 institutional investors as of Q2 2026. Largest holders: TRUIST FINANCIAL CORP ($3.3M), Waverly Advisors, LLC ($2.3M), ENVESTNET ASSET MANAGEMENT INC ($647,321). Net institutional sentiment: Mixed.

8

Holders

(1 Elite)

$7M

Total Value

63% (8)

Consensus

5 buying - 3 selling

13F: Jun 30, 2026Insider & Congress: Updated regularly

Smart Money Verdict

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Institutional (13F)25

Insider (Form 4)33

Activist (13D/13G)26

Congressional (STOCK Act)82

Holder Quality

70

★★★★★

Elite

88

★★★★

Strong

78

★★★

Solid

36

★★

Below

25

★

Weak

Held by 8 funds

1 elite

Who's Trading

Source dates: Price Oct 12, 2026 · Insiders none · Activists Jul 14, 2026 · Congress none

ActivistBABERKSHIRE ASSET MANAGEMENT LLC/PA5.5%Jul 14, 2026

ActivistTRUIST FINANCIAL CORP32.2%Jul 6, 2026

ActivistBABERKSHIRE ASSET MANAGEMENT LLC/PA8.5%May 11, 2026

View all activist filings

Top Holders

Top Holders (8)History

AllNewIncreasedHeldDecreasedExitedFirst report

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Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
TRUIST FINANCIAL CORP	New	233,615	$3.3M	0.0%	+5.62%	37
WAWaverly Advisors, LLC	Increased	162,745(+3.9%)	$2.3M	0.0%	+29.74%	27
ENVESTNET ASSET MANAGEMENT INC	Increased	45,375(+197.7%)	$647,321	0.0%	+7.15%	39
CITADEL ADVISORS LLC	Increased	14,474(+5.8%)	$206,486	0.0%	+18.42%	16
OPOrion Porfolio Solutions, LLC	Decreased	14,141(-21.0%)	$201,735	0.0%	+50.02%	0
OSAIC HOLDINGS, INC.	Decreased	11,873(-18.1%)	$169,424	0.0%	+26.55%	0
Aptus Capital Advisors, LLC	Increased	8,597(+0.4%)	$122,645	0.0%	+31.62%	22
UBS Group AG	Decreased	753(-26.1%)	$10,742	0.0%	+10.35%	0

BDVGLITMAN GREGORY FDS TR

1M3M6M1Y3Y5Y

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High Conviction Moves-Smart Money Convergence-Fund Consensus-Double-Down Detection

Data sourced from four public-disclosure sources: SEC 13F, Form 4, 13D/13G, and House/Senate STOCK Act disclosures. Not financial advice. Full disclaimer