Institutional Ownership
Litman Gregory Fds Tr
CUSIP 53700T751IMGP BERKSHIREBDVGQ1 2026
13D / 13G Filings
2
Schedule 13D/13G on record
Beneficial Filers
1
Distinct reporting persons
Largest Stake
7.1%
Max % of class reported
Institutional Holders
10
13F filers (latest quarter)
Beneficial Owners — Schedule 13D / 13G
2 filings · latest Oct 23, 2025
Top Institutional Holders (13F)
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | Waverly Advisors, LLC | 156.7K | $2.05M |
| 2 | Berkshire Asset Management LLC/Pa | 59.6K | $778.1K |
| 3 | Orion Porfolio Solutions, LLC | 17.9K | $233.8K |
| 4 | Envestnet Asset Management Inc | 15.2K | $199.1K |
| 5 | Osaic Holdings, Inc. | 14.5K | $189.2K |
| 6 | Citadel Advisors LLC | 13.7K | $178.7K |
| 7 | Aptus Capital Advisors, LLC | 8.6K | $111.8K |
| 8 | Guardian Wealth Advisors, LLC / Nc | 8.6K | $111.8K |
| 9 | Ubs Group AG | 1.0K | $13.3K |
| 10 | Cambridge Investment Research Advisors, Inc. | 87.9K | $1.1K |