Institutional Ownership
Litman Gregory Fds Tr
CUSIP 53700T751IMGP BERKSHIREBDVGQ1 2026
Institutional Holders
10
13F filers
Shares Held
383.7K
Aggregate institutional
Institutional Value
$3.86M
Q1 2026
Net New Holders
+1
2 new · 1 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions2
Increased4
Decreased3
Sold out1
Institutional Holders
10 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Waverly Advisors, LLC | 156.7K | $2.05M | −27.2K | Reduced |
| 2 | Berkshire Asset Management LLC/Pa | 59.6K | $778.1K | +11.7K | Added |
| 3 | Orion Porfolio Solutions, LLC | 17.9K | $233.8K | −1.7K | Reduced |
| 4 | Envestnet Asset Management Inc | 15.2K | $199.1K | +15.2K | New |
| 5 | Osaic Holdings, Inc. | 14.5K | $189.2K | 0 | Held |
| 6 | Citadel Advisors LLC | 13.7K | $178.7K | −5.9K | Reduced |
| 7 | Aptus Capital Advisors, LLC | 8.6K | $111.8K | +28 | Added |
| 8 | Guardian Wealth Advisors, LLC / Nc | 8.6K | $111.8K | +8.6K | New |
| 9 | Ubs Group AG | 1.0K | $13.3K | +1.0K | Added |
| 10 | Cambridge Investment Research Advisors, Inc. | 87.9K | $1.1K | +2.1K | Added |