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

13F Institutional Holders and Ownership History from Q2 2023 to Q4 2025

Type / Class
Equity / iMGP Berkshire Dividend Growth ETF
Symbol
BDVG
Shares outstanding
674,873
Price per share
$13.00
All holders as of 31 Dec 2025
Q4 2025
Total 13F shares
379,842
Total reported value
$4,867,387
% of total 13F portfolios
0%
Share change
-21,948
Value change
-$279,080
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 31 Dec 2025, 9 institutional investors reported holding 379,842 shares of LITMAN GREGORY FUNDS TRUST - iMGP Berkshire Dividend Growth ETF (BDVG). This represents 56% 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 56% 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 27% 183,903 -1.1% 0.02% $2,356,570
Cambridge Investment Research Advisors, Inc. 13% 85,837 +6.1% 0% $1,100,000
BERKSHIRE ASSET MANAGEMENT LLC/PA 7.1% 47,916 0% 0.03% $614,005
Orion Porfolio Solutions, LLC 2.9% 19,591 +1.4% 0% $251,043
CITADEL ADVISORS LLC 2.9% 19,549 +5.8% 0% $250,505
OSAIC HOLDINGS, INC. 2.1% 14,488 +7.2% 0% $185,601
Aptus Capital Advisors, LLC 1.3% 8,535 +0.45% 0% $109,369
Farther Finance Advisors, LLC 0% 20 0% $256
UBS Group AG 0% 3 -100% 0% $38
ENVESTNET ASSET MANAGEMENT INC 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 Q4 379,842 $4,867,387 -$279,080 $12.81 9
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