LITMAN GREGORY FUNDS TRUST - iMGP Berkshire Dividend Growth ETF (BDVG) Institutional Ownership

13F Institutional Holders and Ownership History from Q2 2023 to Q3 2025

Type / Class
Equity / iMGP Berkshire Dividend Growth ETF
Symbol
BDVG
Shares outstanding
674,873
Price per share
$12.75
All holders as of 30 Sep 2025
Q3 2025
Total 13F shares
401,790
Total reported value
$5,119,507
% of total 13F portfolios
0%
Share change
-58,303
Value change
-$737,292
Number of holders
9
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Significant Owners of LITMAN GREGORY FUNDS TRUST - iMGP Berkshire Dividend Growth ETF (BDVG) based on Schedule 13D/G filings

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
BERKSHIRE ASSET MANAGEMENT LLC/PA 7.1% +15% $606,617 +$1,266 47,916 +0.21% BERKSHIRE ASSET MANAGEMENT LLC/PA 30 Sep 2025

As of 30 Sep 2025, 9 institutional investors reported holding 401,790 shares of LITMAN GREGORY FUNDS TRUST - iMGP Berkshire Dividend Growth ETF (BDVG). This represents 60% of the company’s total 674,873 outstanding shares.

Top 10 Institutional Shareholders

The largest institutional shareholders of LITMAN GREGORY FUNDS TRUST - iMGP Berkshire Dividend Growth ETF (BDVG) together control 60% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.

Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
Waverly Advisors, LLC 28% 185,935 +5.4% 0.02% $2,370,058
Cambridge Investment Research Advisors, Inc. 12% 80,900 -49% 0% $1,031,000
BERKSHIRE ASSET MANAGEMENT LLC/PA 7.1% 47,916 0% 0.03% $610,771
ENVESTNET ASSET MANAGEMENT INC 3.4% 23,108 +4.6% 0% $294,551
Orion Porfolio Solutions, LLC 2.9% 19,319 -2.2% 0% $246,254
CITADEL ADVISORS LLC 2.7% 18,486 0% $235,635
OSAIC HOLDINGS, INC. 2% 13,521 +0.77% 0% $170,564
Aptus Capital Advisors, LLC 1.3% 8,497 +5.5% 0% $108,309
UBS Group AG 0.61% 4,108 -36% 0% $52,365
GUARDIAN WEALTH ADVISORS, LLC / NC 0% 0 -100% $0

Institutional Holders of LITMAN GREGORY FUNDS TRUST - iMGP Berkshire Dividend Growth ETF (BDVG) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q3 401,790 $5,119,507 -$737,292 $12.75 9
2025 Q2 460,093 $5,539,320 -$775,695 $12.04 9
2025 Q1 545,740 $6,390,226 +$1,015,165 $11.73 9
2024 Q4 633,319 $5,306,321 +$714,714 $11.47 10
2024 Q3 568,220 $6,606,461 +$117,755 $11.67 8
2024 Q2 558,132 $6,152,153 +$2,924,427 $11.02 8
2024 Q1 292,491 $3,311,313 +$2,484,354 $11.32 7
2023 Q4 73,046 $762,714 -$68,062 $10.44 5
2023 Q3 79,614 $770,115 +$612,057 $9.67 6
2023 Q2 16,340 $166,773 +$166,773 $10.21 2