LITMAN GREGORY FDS TR (BDVG) is held by institutional investors who disclose positions via SEC 13F filings. View the full list of institutional holders on HoldingsIntel.

Are institutions buying or selling BDVG?

HoldingsIntel tracks quarter-over-quarter changes in institutional positions for LITMAN GREGORY FDS TR, showing new buyers, position increases, decreases, and exits with conviction-weighted sentiment.

What is the Smart Money Verdict on BDVG?

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

Is institutional money flowing into BDVG?

7 institutional investors hold LITMAN GREGORY FDS TR (BDVG). View detailed buyer/seller breakdown on HoldingsIntel.

What do hedge funds think about BDVG?

Track institutional sentiment and conviction scores for LITMAN GREGORY FDS TR (BDVG) including Smart Money Verdict and position changes on HoldingsIntel.

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
WAWaverly Advisors, LLC	Decreased	156,681(-14.8%)	$2M	0.0%	+19.10%	0
OPOrion Porfolio Solutions, LLC	Decreased	17,905(-8.6%)	$233,839	0.0%	+36.50%	0
ENVESTNET ASSET MANAGEMENT INC	New	15,243	$199,074	0.0%	+0.37%	32
OSAIC HOLDINGS, INC.	Unchanged	14,488	$189,211	0.0%	+15.14%	0
CITADEL ADVISORS LLC	Decreased	13,684(-30.0%)	$178,713	0.0%	+8.51%	0
Aptus Capital Advisors, LLC	Increased	8,563(+0.3%)	$111,833	0.0%	+19.88%	22
UBS Group AG	Increased	1,019(+339x)	$13,308	0.0%	+0.40%	20
Farther Finance Advisors, LLC	Exited	0(-100.0%)	$256	0.0%	+5.97%	0

LITMAN GREGORY FDS TR

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LITMAN GREGORY FDS TR

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