BDVG LITMAN GREGORY FDS TR: institutional ownership and insider trading
14 funds reported holding $10.0M of LITMAN GREGORY FDS TR in their latest 13F filings; in Q2 2026 funds net bought $3.63M, with 2 new positions and 1 funds selling out.
Famous investors holding BDVG
- Ken Griffin (Citadel Advisors): $206K, 0.0% of the portfolio
Largest institutional holders of BDVG
- TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) — $3.33M
- Waverly Advisors, LLC — $2.32M
- Cambridge Investment Research Advisors, Inc. — $1.22M
- BERKSHIRE ASSET MANAGEMENT LLC/PA — $850K
- Fiduciary Alliance LLC — $656K
- ENVESTNET ASSET MANAGEMENT INC — $647K
- Orion Portfolio Solutions, LLC — $264K
- CITADEL ADVISORS LLC — $206K
- Orion Porfolio Solutions, LLC — $202K
- OSAIC HOLDINGS, INC. — $169K
5%+ owners
- TRUIST FINANCIAL CORP: 32.2% (Schedule 13G, filed Jul 6, 2026)