BDVG — Litman Gregory Fds Tr 机构持仓 · 2026年Q2
谁持有 Litman Gregory Fds Tr（BDVG）？2026年Q2（报告期截至 2026-06-30）共有 12 家机构在 SEC 13F 申报中报告持有，合计 909.96 万美元。前几大持有机构：Truist Financial Corp（330.00 万美元）、Waverly Advisors, LLC（230.00 万美元）、Cambridge Investment Research Advisors, Inc.（120.00 万美元）。
| 排名 | 机构 | 市值 | 股数 | 变动 |
|---|---|---|---|---|
| 1 | TRUIST FINANCIAL CORP | $3.3M | 233,615 | 新建仓 |
| 2 | Waverly Advisors, LLC | $2.3M | 162,745 | 增持 |
| 3 | Cambridge Investment Research Advisors, Inc. | $1.2M | 85,191 | 减持 |
| 4 | BERKSHIRE ASSET MANAGEMENT LLC/PA | $849,997 | 59,582 | 持平 |
| 5 | ENVESTNET ASSET MANAGEMENT INC | $647,321 | 45,375 | 增持 |
| 6 | CITADEL ADVISORS LLC | $206,486 | 14,474 | 增持 |
| 7 | Orion Porfolio Solutions, LLC | $201,735 | 14,141 | 减持 |
| 8 | OSAIC HOLDINGS, INC. | $169,424 | 11,873 | 减持 |
| 9 | Aptus Capital Advisors, LLC | $122,645 | 8,597 | 增持 |
| 10 | Arax Advisory Partners | $21,797 | 1,528 | 新建仓 |
| 11 | UBS Group AG | $10,742 | 753 | 减持 |
| 12 | GUARDIAN WEALTH ADVISORS, LLC / NC | $0 | 0 | 清仓 |
来源：SEC 13F 申报文件 · 截至 2026-06-30