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

9 filings reported holding BDVG - LITMAN GREGORY FUNDS TRUST - iMGP Berkshire Dividend Growth ETF as of Q2 2025.
LITMAN GREGORY FUNDS TRUST - iMGP Berkshire Dividend Growth ETF (BDVG) has 9 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC). These institutions hold a total of 460,093 shares of 674,873 outstanding shares and own 68.2% of the company stock.
Largest 9 shareholders include Waverly Advisors, LLC (176,355 shares), Cambridge Investment Research Advisors, Inc. (157,989 shares), BERKSHIRE ASSET MANAGEMENT LLC/PA (47,916 shares), ENVESTNET ASSET MANAGEMENT INC (22,095 shares), Orion Porfolio Solutions, LLC (19,758 shares), OSAIC HOLDINGS, INC. (13,418 shares), GUARDIAN WEALTH ADVISORS, LLC / NC (8,053 shares), Aptus Capital Advisors, LLC (8,053 shares), and UBS Group AG (6,456 shares).
This table shows the top 9 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.

* 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.