Imgp Berk Div GRT ETF-UsdBDVGETF
13F holders, Q4 2024 (December 31)10holders +2
3new positions
1sold out
$11.49avg. 13F price*
At the end of Q4 2024, 10 institutions reported holding Imgp Berk Div GRT ETF-Usd Inc. (BDVG) in their 13F filings, up 2 from Q3 2024. 3 opened new positions and 1 sold out. The largest holders were Cambridge Investment Research Advisors, Inc. ($3.3M), RE Dickinson Investment Advisors, LLC ($2.0M) and Berkshire Asset Management LLC ($565K).
- Company
- Imgp Berk Div GRT ETF-Usd Inc.
- Filed as
- LITMAN GREGORY FDS TR (Q4 2024)
- CUSIP
- 53700T751
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 3 | $344K |
| Exits | 1 | $207K |
All 13F filers, Q3 2024 → Q4 2024: 83,557 shares bought and 18,458 shares sold, net +65,099 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 10 holders
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +13.9% | 288,716 | $3.3M |
| RE Dickinson Investment Advisors, LLC | 1.70% | Add +1.6% | 173,684 | $2.0M |
| Berkshire Asset Management LLC | 0.03% | Add +18.3% | 47,816 | $565K |
| Envestnet Asset Management Inc. | 0.00% | Add +23.3% | 43,631 | $500K |
| Orion Porfolio Solutions, LLC | 0.00% | Reduce -1.5% | 23,066 | $264K |
| Orion Portfolio Solutions, LLC | 0.00% | Reduce -1.5% | 23,066 | $264K |
| Truist Financial Corp. | 0.00% | New | 19,208 | $220K |
| Guardian Wealth Advisors, LLC / NC | 0.01% | New | 5,410 | $62K |
| Aptus Capital Advisors, LLC | 0.00% | New | 5,410 | $62K |
| Osaic Holdings, Inc. | 0.00% | No change | 3,312 | $38K |
"% 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.