Imgp Berk Div GRT ETF-UsdBDVGETF
13F holders, Q2 2025 (June 30)9holders
1new positions
0sold out
$12.04avg. 13F price*
At the end of Q2 2025, 9 institutions reported holding Imgp Berk Div GRT ETF-Usd Inc. (BDVG) in their 13F filings, unchanged from Q1 2025. 1 opened new positions and 0 sold out. The largest holders were Waverly Advisors, LLC ($2.1M), Cambridge Investment Research Advisors, Inc. ($1.9M) and Berkshire Asset Management LLC ($577K).
- Company
- Imgp Berk Div GRT ETF-Usd Inc.
- Filed as
- LITMAN GREGORY FDS TR (Q2 2025)
- CUSIP
- 53700T751
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $78K |
| Exits | 0 | $0 |
All 13F filers, Q1 2025 → Q2 2025: 26,780 shares bought and 91,215 shares sold, net −64,435 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 9 holders
| Waverly Advisors, LLC | 0.02% | Add +2.7% | 176,355 | $2.1M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -36.2% | 157,989 | $1.9M |
| Berkshire Asset Management LLC | 0.03% | No change | 47,916 | $577K |
| Envestnet Asset Management Inc. | 0.00% | Add +0.3% | 22,095 | $266K |
| Orion Porfolio Solutions, LLC | 0.00% | Reduce -6.8% | 19,758 | $238K |
| Osaic Holdings, Inc. | 0.00% | Add +2490.3% | 13,418 | $162K |
| Guardian Wealth Advisors, LLC / NC | 0.01% | Add +20.0% | 8,053 | $97K |
| Aptus Capital Advisors, LLC | 0.00% | Add +20.0% | 8,053 | $97K |
| UBS Group AG | 0.00% | New | 6,456 | $78K |
"% 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.