Imgp Berk Div GRT ETF-UsdBDVGETF
13F holders, Q1 2024 (March 31)7holders
$11.32avg. 13F price*
At the end of Q1 2024, 7 institutions reported holding Imgp Berk Div GRT ETF-Usd Inc. (BDVG) in their 13F filings. The largest holders were RE Dickinson Investment Advisors, LLC ($1.6M), Berkshire Asset Management LLC ($430K) and Envestnet Asset Management Inc. ($377K).
- Company
- Imgp Berk Div GRT ETF-Usd Inc.
- Filed as
- LITMAN GREGORY FDS TR (Q1 2024)
- CUSIP
- 53700T751
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 3 | $1.8M |
| Exits | 1 | $605 |
Ownership 7 holders
| RE Dickinson Investment Advisors, LLC | 1.02% | New | 144,347 | $1.6M |
| Berkshire Asset Management LLC | 0.02% | Add +152.1% | 37,957 | $430K |
| Envestnet Asset Management Inc. | 0.00% | Add +50.2% | 33,285 | $377K |
| Orion Porfolio Solutions, LLC | 0.00% | Add +74.7% | 31,244 | $354K |
| Orion Portfolio Solutions, LLC | 0.00% | Add +74.7% | 31,244 | $354K |
| Susquehanna International Group, LLP | 0.00% | New | 12,383 | $140K |
| Osaic Holdings, Inc. | 0.00% | New | 2,031 | $23K |
"% 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.