Imgp Berk Div GRT ETF-UsdBDVGETF
13F holders, Q2 2026 (June 30)11holders +1
2new positions
1sold out
1famous investor
$14.27avg. 13F price*
At the end of Q2 2026, 11 institutions reported holding Imgp Berk Div GRT ETF-Usd Inc. (BDVG) in their 13F filings, up 1 from Q1 2026. 2 opened new positions and 1 sold out. The largest holders were Truist Financial Corp. ($3.3M), Waverly Advisors, LLC ($2.3M) and Cambridge Investment Research Advisors, Inc. ($1.2M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Imgp Berk Div GRT ETF-Usd Inc.
- Filed as
- LITMAN GREGORY FDS TR (Q2 2026)
- CUSIP
- 53700T751
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $3.4M |
| Exits | 1 | $112K |
All 13F filers, Q1 2026 → Q2 2026: 272,163 shares bought and 17,941 shares sold, net +254,222 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 11 holders
| Truist Financial Corp. | 0.00% | New | 233,615 | $3.3M |
| Waverly Advisors, LLC | 0.01% | Add +3.9% | 162,745 | $2.3M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -3.1% | 85,191 | $1.2M |
| Berkshire Asset Management LLC | 0.03% | No change | 59,582 | $850K |
| Envestnet Asset Management Inc. | 0.00% | Add +197.7% | 45,375 | $647K |
| Citadel Advisors | 0.00% | Add +5.8% | 14,474 | $206K |
| Orion Porfolio Solutions, LLC | 0.00% | Reduce -21.0% | 14,141 | $202K |
| Osaic Holdings, Inc. | 0.00% | Reduce -18.1% | 11,873 | $169K |
| Aptus Capital Advisors, LLC | 0.00% | Add +0.4% | 8,597 | $123K |
| Arax Advisory Partners | 0.00% | New | 1,528 | $22K |
| UBS Group AG | 0.00% | Reduce -26.1% | 753 | $11K |
"% of holder's portfolio" is BDVG's weight in each manager's 13F, not the share of Imgp Berk Div GRT ETF-Usd Inc. the manager owns.