Imgp Berk Div GRT ETF-UsdBDVGETF
13F holders, Q3 2024 (September 30)At the end of Q3 2024, 8 institutions reported holding Imgp Berk Div GRT ETF-Usd Inc. (BDVG) in their 13F filings, unchanged from Q2 2024. 0 opened new positions and 0 sold out. The largest holders were Cambridge Investment Research Advisors, Inc. ($3.0M), RE Dickinson Investment Advisors, LLC ($2.0M) 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 (Q3 2024)
- CUSIP
- 53700T751
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 0 | $0 |
All 13F filers, Q2 2024 → Q3 2024: 16,460 shares bought and 6,372 shares sold, net +10,088 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 8 holders
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +0.1% | 253,492 | $3.0M |
| RE Dickinson Investment Advisors, LLC | 1.13% | Add +9.0% | 171,019 | $2.0M |
| Berkshire Asset Management LLC | 0.02% | No change | 40,415 | $445K |
| Envestnet Asset Management Inc. | 0.00% | Add +6.5% | 35,392 | $413K |
| Orion Porfolio Solutions, LLC | 0.00% | Reduce -10.3% | 23,414 | $273K |
| Orion Portfolio Solutions, LLC | 0.00% | Reduce -10.3% | 23,414 | $273K |
| Citadel Advisors | 0.00% | Reduce -4.3% | 17,762 | $207K |
| Osaic Holdings, Inc. | 0.00% | Reduce -5.5% | 3,312 | $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.