Imgp Berk Div GRT ETF-UsdBDVGETF
13F holders, Q1 2025 (March 31)9holders −1
1new positions
1sold out
$11.71avg. 13F price*
At the end of Q1 2025, 9 institutions reported holding Imgp Berk Div GRT ETF-Usd Inc. (BDVG) in their 13F filings, down 1 from Q4 2024. 1 opened new positions and 1 sold out. The largest holders were Cambridge Investment Research Advisors, Inc. ($2.9M), Waverly Advisors, LLC ($2.0M) and Berkshire Asset Management LLC ($549K).
- Company
- Imgp Berk Div GRT ETF-Usd Inc.
- Filed as
- LITMAN GREGORY FDS TR (Q1 2025)
- CUSIP
- 53700T751
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $2.0M |
| Exits | 1 | $220K |
All 13F filers, Q4 2024 → Q1 2025: 174,374 shares bought and 88,269 shares sold, net +86,105 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 9 holders
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -14.2% | 247,750 | $2.9M |
| Waverly Advisors, LLC | 0.02% | New | 171,670 | $2.0M |
| Berkshire Asset Management LLC | 0.03% | Add +0.2% | 47,916 | $549K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -49.5% | 22,038 | $259K |
| Orion Porfolio Solutions, LLC | 0.00% | Reduce -8.0% | 21,212 | $249K |
| Orion Portfolio Solutions, LLC | 0.00% | Reduce -8.0% | 21,212 | $249K |
| Guardian Wealth Advisors, LLC / NC | 0.01% | Add +24.1% | 6,712 | $79K |
| Aptus Capital Advisors, LLC | 0.00% | Add +24.1% | 6,712 | $79K |
| Osaic Holdings, Inc. | 0.00% | Reduce -84.4% | 518 | $6K |
"% 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.