Institutional Ownership Litman Gregory Fds Tr Imgp Dbi (DBMF)
This table provides information about the institutional ownership of Litman Gregory Fds Tr Imgp Dbi (DBMF). We have compiled data on the 206 institutions that hold shares in the stock, with a total of 32.2 Million shares, which have been reported (via 13F filing form) to have a value of $830 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
31,986
shares
|
$823,639
0.0% of portfolio
|
Q1 2025
Added 188.86%
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Jul 24, 2025 Q2 2025 |
31,508
shares
|
$811,331
0.08% of portfolio
|
Q2 2025
Added 940.21%
|
|
|
Smart Portfolios, LLC
Seattle, WA |
Jul 28, 2025 Q2 2025 |
31,336
shares
|
$806,902
0.9% of portfolio
|
Q2 2025
Added 25.78%
|
|
|
Gofen & Glossberg LLC
|
Jan 13, 2023 Q4 2022 |
30,963
shares
|
$797,297
0.02% of portfolio
|
Q4 2022
Added 23.55%
|
|
|
Cerity Partners LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
30,905
shares
|
$795,803
0.0% of portfolio
|
Q2 2025
Added 0.31%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
29,355
shares
|
$755,891
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Simplicity Wealth,Llc
|
Jul 22, 2025 Q2 2025 |
28,924
shares
|
$744,793
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2025 Q2 2025 |
28,097
shares
|
$723,497
0.01% of portfolio
|
Q2 2025
Added 5.26%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2025 Q2 2025 |
27,998
shares
|
$720,948
0.0% of portfolio
|
Q2 2025
Added 25.39%
|
|
|
Org Wealth Partners, LLC
Dallas, TX |
Jul 16, 2025 Q2 2025 |
27,880
shares
|
$717,910
0.31% of portfolio
|
Q2 2025
Added 7.11%
|
|
|
Exchange Traded Concepts, LLC
|
Jul 10, 2025 Q2 2025 |
27,384
shares
|
$705,138
0.01% of portfolio
|
Q2 2025
Added 1.36%
|
|
|
Family Investment Center, Inc.
Saint Joseph, MO |
Jul 15, 2025 Q2 2025 |
26,591
shares
|
$684,718
0.17% of portfolio
|
Q2 2025
Reduced 92.49%
|
|
|
Relative Value Partners Group, LLC
Northbrook, IL |
Jul 12, 2024 Q2 2024 |
26,330
shares
|
$677,997
0.11% of portfolio
|
Q2 2024
New holding
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
May 15, 2025 Q1 2025 |
26,201
shares
|
$674,675
0.05% of portfolio
|
Q1 2025
Added 4.8%
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
25,986
shares
|
$669,139
0.01% of portfolio
|
Q2 2025
Added 21.54%
|
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
25,841
shares
|
$665,405
0.02% of portfolio
|
Q2 2025
Added 5088.96%
|
|
|
Trajan Wealth LLC
Scottsdale, AZ |
Aug 11, 2025 Q2 2025 |
25,272
shares
|
$650,754
0.03% of portfolio
|
Q2 2025
Reduced 15.53%
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
24,850
shares
|
$639,887
0.0% of portfolio
|
Q2 2025
Added 19.27%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Aug 08, 2025 Q2 2025 |
24,552
shares
|
$632,214
0.0% of portfolio
|
Q1 2025
Reduced 15.33%
|
|
|
Trilogy Capital Inc.
|
Jul 18, 2025 Q2 2025 |
24,044
shares
|
$619,133
0.03% of portfolio
|
Q2 2025
Added 14.35%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
23,918
shares
|
$615,888
0.15% of portfolio
|
Q2 2024
Added 3.59%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
22,479
shares
|
$578,834
0.0% of portfolio
|
Q1 2025
Reduced 65.38%
|
|
|
Bank Of Montreal
Toronto, A6 |
Aug 05, 2025 Q2 2025 |
22,324
shares
|
$574,843
0.0% of portfolio
|
Q2 2025
Reduced 0.49%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
May 15, 2025 Q1 2025 |
21,758
shares
|
$560,268
0.0% of portfolio
|
Q1 2025
Reduced 41.44%
|
|
|
Burt Wealth Advisors
|
Jul 09, 2025 Q2 2025 |
21,460
shares
|
$552,595
0.13% of portfolio
|
Q2 2025
Added 80.32%
|