LITMAN GREGORY FDS TR IMGP BERKSHIRE is a security (CUSIP 53700T751) tracked across SEC portfolio filings. 11 institutional managers reported $6.9M on Form 13F as of 2026-06-30.
| Manager | Location | Value | Shares |
|---|---|---|---|
| TRUIST FINANCIAL CORP | CHARLOTTE, NC | $3.3M | 233,615 |
| Waverly Advisors, LLC | BIRMINGHAM, AL | $2.0M | 156,681 |
| ENVESTNET ASSET MANAGEMENT INC | Berwyn, PA | $647K | 45,375 |
| Brinker Capital Investments, LLC | Berwyn, PA | $234K | 17,905 |
| OSAIC HOLDINGS, INC. | PHOENIX, AZ | $189K | 14,488 |
| CITADEL ADVISORS LLC | MIAMI, FL | $179K | 13,684 |
| Aptus Capital Advisors, LLC | FAIRHOPE, AL | $112K | 8,563 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | RALEIGH, NC | $112K | 8,563 |
| UBS Group AG | Zurich, V8 | $13K | 1,019 |
| Cambridge Investment Research Advisors, Inc. | FAIRFIELD, IA | $1K | 85,191 |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | BIRMINGHAM, AL | — | 0 |