Question 1

Who owns BDVG?

Accepted Answer

LITMAN GREGORY FDS TR (BDVG) is held by 7 institutional investors that disclose positions via SEC 13F filings. The largest disclosed holder is Waverly Advisors, LLC as of Q1 2026.

Question 2

Are institutions buying or selling BDVG?

Accepted Answer

In Q1 2026, 3 institutions opened or increased positions in LITMAN GREGORY FDS TR while 4 reduced or exited — a net selling quarter.

Question 3

What is the Smart Money Verdict on BDVG?

Accepted Answer

The Smart Money Verdict combines four independent sources (institutional 13F activity, insider trades, activist filings, and congressional trades) into a single assessment for LITMAN GREGORY FDS TR.

Question 4

How many hedge funds hold BDVG?

Accepted Answer

7 institutional investors report holding LITMAN GREGORY FDS TR (BDVG) as of Q1 2026, based on SEC 13F filings.

Question 5

Is institutional money flowing into BDVG?

Accepted Answer

As of Q1 2026, tracked institutions in LITMAN GREGORY FDS TR show 3 buyers versus 4 sellers — net outflows.

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
WAWaverly Advisors, LLC	Decreased	156,681(-14.8%)	$2M	0.0%	+26.05%	0
OPOrion Porfolio Solutions, LLC	Decreased	17,905(-8.6%)	$233,839	0.0%	+44.46%	0
ENVESTNET ASSET MANAGEMENT INC	New	15,243	$199,074	0.0%	+6.22%	32
OSAIC HOLDINGS, INC.	Unchanged	14,488	$189,211	0.0%	+21.86%	0
CITADEL ADVISORS LLC	Decreased	13,684(-30.0%)	$178,713	0.0%	+14.84%	0
Aptus Capital Advisors, LLC	Increased	8,563(+0.3%)	$111,833	0.0%	+26.87%	22
UBS Group AG	Increased	1,019(+339x)	$13,308	0.0%	+6.26%	20
Farther Finance Advisors, LLC	Exited	0(-100.0%)	$256	0.0%	+5.97%	0

LITMAN GREGORY FDS TR

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