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 178 institutions that hold shares in the stock, with a total of 24.9 Million shares, which have been reported (via 13F filing form) to have a value of $668 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
230,208
shares
|
$6.16 Million
0.04% of portfolio
|
Q3 2024
Added 126.59%
|
|
|
Leelyn Smith, LLC
Geneva, IL |
Nov 12, 2024 Q3 2024 |
226,396
shares
|
$6.06 Million
1.17% of portfolio
|
Q3 2024
Added 5.66%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
211,248
shares
|
$5.66 Million
0.2% of portfolio
|
Q3 2022
New holding
|
|
|
Fma Wealth Management, LLC
Duxbury, MA |
Oct 15, 2024 Q3 2024 |
210,516
shares
|
$5.64 Million
4.3% of portfolio
|
Q3 2024
New holding
|
|
|
Miracle Mile Advisors, LLC
|
Oct 07, 2024 Q3 2024 |
210,019
shares
|
$5.62 Million
0.14% of portfolio
|
Q3 2024
Reduced 82.41%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
203,323
shares
|
$5.44 Million
0.01% of portfolio
|
Q3 2024
Added 7.24%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
202,782
shares
|
$5.43 Million
0.02% of portfolio
|
Q3 2024
Added 118.52%
|
|
|
Empire Financial Management Company, LLC
New York, NY |
Nov 18, 2024 Q3 2024 |
199,589
shares
|
$5.34 Million
1.73% of portfolio
|
Q3 2024
Added 1.59%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
181,824
shares
|
$4.87 Million
0.01% of portfolio
|
Q3 2024
Added 11.87%
|
|
|
Avestar Capital, LLC
|
Nov 13, 2024 Q3 2024 |
175,631
shares
|
$4.7 Million
0.52% of portfolio
|
Q3 2024
Reduced 4.04%
|
|
|
Sound Financial Strategies Group, LLC
|
Nov 12, 2024 Q3 2024 |
159,175
shares
|
$4.26 Million
3.94% of portfolio
|
Q3 2024
Reduced 0.42%
|
|
|
Css LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
152,864
shares
|
$4.09 Million
0.43% of portfolio
|
Q3 2024
Added 1.33%
|
|
|
Professional Financial Advisors, LLC
|
Oct 10, 2024 Q3 2024 |
144,508
shares
|
$3.87 Million
1.08% of portfolio
|
Q3 2024
Reduced 0.25%
|
|
|
Stansberry Asset Management, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
134,675
shares
|
$3.61 Million
0.53% of portfolio
|
Q3 2024
Reduced 5.69%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
122,787
shares
|
$3.29 Million
0.01% of portfolio
|
Q3 2024
Added 22.54%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
122,518
shares
|
$3.28 Million
0.03% of portfolio
|
Q3 2024
Reduced 9.31%
|
|
|
Innova Wealth Partners
|
Jan 07, 2025 Q4 2024 |
119,461
shares
|
$3.2 Million
2.17% of portfolio
|
Q4 2024
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
113,913
shares
|
$3.05 Million
0.15% of portfolio
|
Q3 2024
Added 45.73%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Nov 25, 2024 Q3 2024 |
113,181
shares
|
$3.03 Million
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Longview Financial Advisors, Inc.
Huntsville, AL |
Oct 15, 2024 Q3 2024 |
109,880
shares
|
$2.94 Million
2.69% of portfolio
|
Q3 2024
Reduced 1.78%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Nov 13, 2024 Q3 2024 |
105,400
shares
|
$2.82 Million
0.0% of portfolio
|
Q3 2024
Added 119.69%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
97,199
shares
|
$2.6 Million
0.01% of portfolio
|
Q3 2024
Added 8.04%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Nov 14, 2024 Q3 2024 |
96,464
shares
|
$2.58 Million
0.18% of portfolio
|
Q3 2024
New holding
|
|
|
Canal Capital Management, LLC
|
Oct 23, 2024 Q3 2024 |
91,806
shares
|
$2.46 Million
0.43% of portfolio
|
Q3 2024
Added 31.5%
|
|
|
E&G Advisors, LP
|
Oct 18, 2024 Q3 2024 |
90,802
shares
|
$2.43 Million
0.72% of portfolio
|
Q3 2024
Added 0.4%
|