Q3 2025 13F Holders as of 30 Sep 2025
-
Type / Class
-
Equity / iMGP Berkshire Dividend Growth ETF
-
Shares outstanding
-
674,873
-
Total 13F shares
-
401,790
-
Share change
-
-58,303
-
Total reported value
-
$5,119,507
-
Price per share
-
$12.75
-
Number of holders
-
9
-
Value change
-
-$737,292
-
Number of buys
-
5
-
Number of sells
-
4
Institutional Holders of LITMAN GREGORY FUNDS TRUST - iMGP Berkshire Dividend Growth ETF (BDVG) as of Q3 2025
As of 30 Sep 2025,
LITMAN GREGORY FUNDS TRUST - iMGP Berkshire Dividend Growth ETF (BDVG) was held by
9 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
401,790 shares.
The largest 9 holders included
Waverly Advisors, LLC, Cambridge Investment Research Advisors, Inc., BERKSHIRE ASSET MANAGEMENT LLC/PA, ENVESTNET ASSET MANAGEMENT INC, Orion Porfolio Solutions, LLC, CITADEL ADVISORS LLC, OSAIC HOLDINGS, INC., Aptus Capital Advisors, LLC, and UBS Group AG.
This page lists
9
institutional shareholders reporting positions in this security
for the Q3 2025 filing period.
| 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.