LITMAN GREGORY FUNDS TRUST - BDVG
Sector:
Funds
· Industry:
ETF / Fund
Website:
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Company profile
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Quarter snapshot
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Q2 2025
· Q1 2025
Value (USD)
Total reported value ($000)
$5.438M
QoQ value delta ($000)
+$2.835M
(+108.91%)
Implied price effect (QoQ)
+2.67%
Shares
Total shares
452,040
QoQ shares delta
+229,890
(+103.48%)
Total shares held by funds (by quarter)
Market chart (BDVG)
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Top holders (Q2 2025)
Top 25 only
Full list
Early Q4 2025 data: only 9 institutional holders reported so far. More will appear as funds file with the SEC.
| Manager | Value ($000) | Shares | % of 13F |
|---|---|---|---|
| Waverly Advisors, LLC | 2,123 | 176,355 | 0.02% |
| Cambridge Investment Research Advisors, Inc. | 1,902 | 157,989 | 0.01% |
| BERKSHIRE ASSET MANAGEMENT LLC/PA | 576 | 47,916 | 0.03% |
| ENVESTNET ASSET MANAGEMENT INC | 266 | 22,095 | 0.0% |
| Orion Porfolio Solutions, LLC | 237 | 19,758 | 0.0% |
| OSAIC HOLDINGS, INC. | 161 | 13,418 | 0.0% |
| GUARDIAN WEALTH ADVISORS, LLC / NC | 96 | 8,053 | 0.01% |
| UBS Group AG | 77 | 6,456 | 0.0% |