# LITMAN GREGORY FDS TR IMGP BERKSHIRE

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.

## Summary

- Issuer: LITMAN GREGORY FDS TR
- Class: IMGP BERKSHIRE
- CUSIP: 53700T751
- 13F holders: 11
- 13F value: $6.9M
- 13F period: 2026-06-30
- N-PORT fund positions: 0

## Top institutional holders (Form 13F)

| Manager | Location | Value | Shares |
| --- | --- | --- | --- |
| TRUIST FINANCIAL CORP | CHARLOTTE, NC | $3.3M | 233,615 |
| [Waverly Advisors, LLC](https://search.stillhousedata.com/firm/115332) | BIRMINGHAM, AL | $2.0M | 156,681 |
| ENVESTNET ASSET MANAGEMENT INC | Berwyn, PA | $647K | 45,375 |
| [Brinker Capital Investments, LLC](https://search.stillhousedata.com/firm/107975) | Berwyn, PA | $234K | 17,905 |
| OSAIC HOLDINGS, INC. | PHOENIX, AZ | $189K | 14,488 |
| [CITADEL ADVISORS LLC](https://search.stillhousedata.com/firm/148826) | MIAMI, FL | $179K | 13,684 |
| [Aptus Capital Advisors, LLC](https://search.stillhousedata.com/firm/167626) | FAIRHOPE, AL | $112K | 8,563 |
| [GUARDIAN WEALTH ADVISORS, LLC / NC](https://search.stillhousedata.com/firm/305412) | 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 |

## More

- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/security/53700t751.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

---

Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.