Imgp Berk Div GRT ETF-UsdBDVGETF
13F holders, Q2 2024 (June 30)At the end of Q2 2024, 8 institutions reported holding Imgp Berk Div GRT ETF-Usd Inc. (BDVG) in their 13F filings, up 1 from Q1 2024. 2 opened new positions and 1 sold out. The largest holders were Cambridge Investment Research Advisors, Inc. ($2.8M), RE Dickinson Investment Advisors, LLC ($1.7M) and Berkshire Asset Management LLC ($445K). 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 2024)
- CUSIP
- 53700T751
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $3.0M |
| Exits | 1 | $140K |
All 13F filers, Q1 2024 → Q2 2024: 288,370 shares bought and 22,729 shares sold, net +265,641 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 8 holders
| Cambridge Investment Research Advisors, Inc. | 0.01% | New | 253,293 | $2.8M |
| RE Dickinson Investment Advisors, LLC | 1.05% | Add +8.7% | 156,927 | $1.7M |
| Berkshire Asset Management LLC | 0.02% | Add +6.5% | 40,415 | $445K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -0.2% | 33,223 | $366K |
| Orion Porfolio Solutions, LLC | 0.00% | Reduce -16.5% | 26,102 | $288K |
| Orion Portfolio Solutions, LLC | 0.00% | Reduce -16.5% | 26,102 | $288K |
| Citadel Advisors | 0.00% | New | 18,566 | $205K |
| Osaic Holdings, Inc. | 0.00% | Add +72.5% | 3,504 | $39K |
"% 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.