Who owns LITMAN GREGORY FDS TR?
- Ticker: BDVG
- CUSIP Number: 53700t751
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Analyze quarterly positions in Litman Gregory Fds Tr with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of Litman Gregory Fds Tr stock
Who bought or sold LITMAN GREGORY FDS TR this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| Warren Averett Asset Management | 184k | $2.4M | -1% | Dec 2025 |
|
| Cambridge Investment Research Advisors | 88k | $1.1M | 2% | Mar 2026 |
|
| Berkshire Asset Management | 60k | $778k | 24% | Mar 2026 |
|
| CLS Investments | 18k | $234k | -9% | Mar 2026 |
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| Envestnet Asset Management | 15k | $199k | 100% | Mar 2026 |
|
| Advisor Group Holdings | 15k | $186k | 7% | Dec 2025 |
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| Citadel Advisors | 14k | $179k | -30% | Mar 2026 |
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| Aptus Capital Advisors | 8.6k | $112k | 0% | Mar 2026 |
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| UBS Group | 1.0k | $13k | 33867% | Mar 2026 |
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