Imgp Berk Div GRT ETF-UsdBDVGETF
13F holders, Q1 2026 (March 31)10holders +1
2new positions
1sold out
1famous investor
$13.06avg. 13F price*
At the end of Q1 2026, 10 institutions reported holding Imgp Berk Div GRT ETF-Usd Inc. (BDVG) in their 13F filings, up 1 from Q4 2025. 2 opened new positions and 1 sold out. The largest holders were Waverly Advisors, LLC ($2.0M), Cambridge Investment Research Advisors, Inc. ($1.1M) and Berkshire Asset Management LLC ($778K). 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 (Q1 2026)
- CUSIP
- 53700T751
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $311K |
| Exits | 1 | $256 |
All 13F filers, Q4 2025 → Q1 2026: 38,603 shares bought and 34,793 shares sold, net +3,810 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 10 holders
| Waverly Advisors, LLC | 0.02% | Reduce -14.8% | 156,681 | $2.0M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +2.4% | 87,924 | $1.1M |
| Berkshire Asset Management LLC | 0.03% | Add +24.4% | 59,582 | $778K |
| Orion Porfolio Solutions, LLC | 0.00% | Reduce -8.6% | 17,905 | $234K |
| Envestnet Asset Management Inc. | 0.00% | New | 15,243 | $199K |
| Osaic Holdings, Inc. | 0.00% | No change | 14,488 | $189K |
| Citadel Advisors | 0.00% | Reduce -30.0% | 13,684 | $179K |
| Guardian Wealth Advisors, LLC / NC | 0.01% | New | 8,563 | $112K |
| Aptus Capital Advisors, LLC | 0.00% | Add +0.3% | 8,563 | $112K |
| UBS Group AG | 0.00% | Add +33866.7% | 1,019 | $13K |
"% 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.