Imgp Berk Div GRT ETF-UsdBDVGETF
13F holders, Q3 2025 (September 30)9holders
1new positions
1sold out
1famous investor
$12.74avg. 13F price*
At the end of Q3 2025, 9 institutions reported holding Imgp Berk Div GRT ETF-Usd Inc. (BDVG) in their 13F filings, unchanged from Q2 2025. 1 opened new positions and 1 sold out. The largest holders were Waverly Advisors, LLC ($2.4M), Cambridge Investment Research Advisors, Inc. ($1.0M) and Berkshire Asset Management LLC ($611K). 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 2025)
- CUSIP
- 53700T751
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $236K |
| Exits | 1 | $97K |
All 13F filers, Q2 2025 → Q3 2025: 29,626 shares bought and 87,929 shares sold, net −58,303 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 9 holders
| Waverly Advisors, LLC | 0.02% | Add +5.4% | 185,935 | $2.4M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -48.8% | 80,900 | $1.0M |
| Berkshire Asset Management LLC | 0.03% | No change | 47,916 | $611K |
| Envestnet Asset Management Inc. | 0.00% | Add +4.6% | 23,108 | $295K |
| Orion Porfolio Solutions, LLC | 0.00% | Reduce -2.2% | 19,319 | $246K |
| Citadel Advisors | 0.00% | New | 18,486 | $236K |
| Osaic Holdings, Inc. | 0.00% | Add +0.8% | 13,521 | $171K |
| Aptus Capital Advisors, LLC | 0.00% | Add +5.5% | 8,497 | $108K |
| UBS Group AG | 0.00% | Reduce -36.4% | 4,108 | $52K |
"% 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.