Imgp Berk Div GRT ETF-UsdBDVGETF
13F holders, Q4 2025 (December 31)9holders
1new positions
1sold out
1famous investor
$12.81avg. 13F price*
At the end of Q4 2025, 9 institutions reported holding Imgp Berk Div GRT ETF-Usd Inc. (BDVG) in their 13F filings, unchanged from Q3 2025. 1 opened new positions and 1 sold out. The largest holders were Waverly Advisors, LLC ($2.4M), Cambridge Investment Research Advisors, Inc. ($1.1M) and Berkshire Asset Management LLC ($614K). 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 (Q4 2025)
- CUSIP
- 53700T751
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $256 |
| Exits | 1 | $295K |
All 13F filers, Q3 2025 → Q4 2025: 7,297 shares bought and 29,245 shares sold, net −21,948 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 9 holders
| Waverly Advisors, LLC | 0.02% | Reduce -1.1% | 183,903 | $2.4M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +6.1% | 85,837 | $1.1M |
| Berkshire Asset Management LLC | 0.03% | No change | 47,916 | $614K |
| Orion Porfolio Solutions, LLC | 0.00% | Add +1.4% | 19,591 | $251K |
| Citadel Advisors | 0.00% | Add +5.8% | 19,549 | $251K |
| Osaic Holdings, Inc. | 0.00% | Add +7.2% | 14,488 | $186K |
| Aptus Capital Advisors, LLC | 0.00% | Add +0.5% | 8,535 | $109K |
| Farther Finance Advisors, LLC | 0.00% | New | 20 | $256 |
| UBS Group AG | 0.00% | Reduce -99.9% | 3 | $38 |
"% 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.