DOSSIER · 13F Holders · Q2 2026
BDVG

LITMAN GREGORY FDS TR

13 institutions still hold LITMAN GREGORY FDS TR as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 53700T751·13 13F holders·last filed Jun 30, 2026
Market cap
13F value held
$10M
visible holders
Holders
13
filers reporting
Concentration
34.91%
TRUIST FINANCIAL CORP #1
top holder share
AI Holders Summary · Q2 2026

13 institutions reported BDVG in Q2 2026. TRUIST FINANCIAL CORP leads at 34.9% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
TRUIST FINANCIAL CORP
CIK 0000092230
$3M234K0.00%Q2 2026
02
Waverly Advisors, LLC
CIK 0001568787
$2M163K0.01%Q2 2026
03
Cambridge Investment Research Advisors, Inc.
CIK 0001419186
$1M88K0.00%Q1 2026
04
BERKSHIRE ASSET MANAGEMENT LLC/PA
CIK 0000949012
$850K60K0.03%Q2 2026
05
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$647K45K0.00%Q2 2026
06
Orion Portfolio Solutions, LLC
CIK 0001802647
$513K44K0.00%Q1 2025
07
CITADEL ADVISORS LLC
CIK 0001423053
$206K14K0.00%Q2 2026
08
Orion Porfolio Solutions, LLC
CIK 0001360533
$202K14K0.00%Q2 2026
09
OSAIC HOLDINGS, INC.
CIK 0001677044
$169K12K0.00%Q2 2026
10
Aptus Capital Advisors, LLC
CIK 0001664193
$123K9K0.00%Q2 2026
11
Arax Advisory Partners
CIK 0001586767
$22K2K0.00%Q2 2026
12
UBS Group AG
CIK 0001610520
$11K7530.00%Q2 2026
13
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
CIK 0000752798
$00Q2 2025