LITMAN GREGORY FUNDS TRUST - BDVG

Sector: Funds · Industry: ETF / Fund
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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)
Shares (left)

Fund holders include prior positions carried forward until a new 13F confirms a change. Reported holders have reported a position in this security for that quarter; this is not the total number of 13F filers.

Market chart (BDVG)

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Top holders (Q2 2025)

Top 25 only Full list
Early Q2 2026 data: only 11 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%