Q4 2023 13F Holders as of 31 Dec 2023
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Type / Class
-
Equity / iMGP Berkshire Dividend Growth ETF
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Shares outstanding
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674,873
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Number of holders
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5
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Total 13F shares, excl. options
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73,046
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Shares change
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-6,568
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Total reported value, excl. options
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$762,714
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Value change
-
-$68,062
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Number of sells
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-5
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Price
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$10.44
Significant Holders of LITMAN GREGORY FUNDS TRUST - iMGP Berkshire Dividend Growth ETF (BDVG) as of Q4 2023
6 filings reported holding BDVG - LITMAN GREGORY FUNDS TRUST - iMGP Berkshire Dividend Growth ETF as of Q4 2023.
LITMAN GREGORY FUNDS TRUST - iMGP Berkshire Dividend Growth ETF (BDVG) has 5 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 73,046 shares
of 674,873 outstanding shares and own 11% of the company stock.
Largest 6 shareholders include ENVESTNET ASSET MANAGEMENT INC (22,160 shares), Orion Portfolio Solutions, LLC (17,887 shares), Orion Porfolio Solutions, LLC (17,887 shares), BERKSHIRE ASSET MANAGEMENT LLC/PA (15,054 shares), UBS Group AG (58 shares), and OSAIC HOLDINGS, INC. (0 shares).
This table shows the top 5 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.