LITMAN GREGORY FUNDS TRUST - BDVG
Detailed investor-level table based on 13F positions.
Early Q4 2025 data: only 9 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Waverly Advisors, LLC | History | Added to | 176,355 | 2,123 | 0.02% | 0.02% | 1 | +4,685 | 2.73% | Q2 2025 | Aug 14, 2025 |
| Cambridge Investment Research Advisors, Inc. | History | New | 157,989 | 1,902 | 0.01% | — | 2 | +157,989 | New | Q2 2025 | Jul 31, 2025 |
| BERKSHIRE ASSET MANAGEMENT LLC/PA | History | New | 47,916 | 576 | 0.03% | — | 3 | +47,916 | New | Q2 2025 | Aug 13, 2025 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 22,095 | 266 | 0.0% | 0.0% | 4 | +57 | 0.26% | Q2 2025 | Aug 01, 2025 |
| Orion Porfolio Solutions, LLC | History | Reduced | 19,758 | 237 | 0.0% | 0.0% | 5 | -1,454 | -6.85% | Q2 2025 | Aug 27, 2025 |
| OSAIC HOLDINGS, INC. | History | Added to | 13,418 | 161 | 0.0% | 0.0% | 6 | +12,900 | 2490.35% | Q2 2025 | Sep 04, 2025 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | History | New | 8,053 | 96 | 0.01% | — | 7 | +8,053 | New | Q2 2025 | Aug 14, 2025 |
| UBS Group AG | History | New | 6,456 | 77 | 0.0% | — | 8 | +6,456 | New | Q2 2025 | Aug 14, 2025 |
| Aptus Capital Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -6,712 | -100.0% | Q1 2025 | May 13, 2025 |