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 215 institutions that hold shares in the stock, with a total of 43.8 Million shares, which have been reported (via 13F filing form) to have a value of $1.24 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Astor Investment Management LLC
|
Jul 18, 2025 Q2 2025 |
177,689
shares
|
$5.05 Million
3.84% of portfolio
|
Q2 2025
Reduced 3.82%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
160,870
shares
|
$4.57 Million
0.07% of portfolio
|
Q3 2025
Added 49.68%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2025 Q3 2025 |
149,781
shares
|
$4.26 Million
0.01% of portfolio
|
Q3 2025
Reduced 12.53%
|
|
|
Capitolis Liquid Global Markets LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
149,300
shares
|
$4.24 Million
0.03% of portfolio
|
Q2 2025
Reduced 18.01%
|
|
|
Avestar Capital, LLC
|
Nov 07, 2025 Q3 2025 |
143,294
shares
|
$4.07 Million
0.26% of portfolio
|
Q3 2025
Reduced 8.16%
|
|
|
Longview Financial Advisors, Inc.
Huntsville, AL |
Nov 12, 2025 Q3 2025 |
137,173
shares
|
$3.9 Million
2.67% of portfolio
|
Q3 2025
Added 1.75%
|
|
|
Live Oak Investment Partners
Austin, TX |
Oct 29, 2025 Q3 2025 |
131,689
shares
|
$3.74 Million
2.46% of portfolio
|
Q3 2025
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Jan 13, 2026 Q4 2025 |
127,623
shares
|
$3.63 Million
0.13% of portfolio
|
Q4 2025
Reduced 21.07%
|
|
|
Sterneck Capital Management, LLC
Kansas City, MO |
Oct 24, 2025 Q3 2025 |
124,855
shares
|
$3.55 Million
1.63% of portfolio
|
Q3 2025
Added 183.43%
|
|
|
Evelyn Partners Investment Management Services LTD
London, |
Nov 14, 2025 Q3 2025 |
121,477
shares
|
$3.45 Million
0.45% of portfolio
|
Q4 2024
Added 2.03%
|
|
|
Entrewealth, LLC
Austin, TX |
Nov 12, 2025 Q3 2025 |
117,463
shares
|
$3.34 Million
1.65% of portfolio
|
Q3 2025
Added 29.55%
|
|
|
Stansberry Asset Management, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
115,726
shares
|
$3.29 Million
0.35% of portfolio
|
Q3 2025
Reduced 0.79%
|
|
|
Scarborough Advisors, LLC
Annapolis, MD |
Aug 05, 2025 Q2 2025 |
113,140
shares
|
$3.21 Million
0.64% of portfolio
|
Q2 2025
Reduced 6.43%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 06, 2025 Q3 2025 |
112,463
shares
|
$3.2 Million
0.04% of portfolio
|
Q3 2025
Reduced 2.29%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 06, 2026 Q3 2025 |
110,792
shares
|
$3.15 Million
0.02% of portfolio
|
Q3 2025
Reduced 31.31%
|
|
|
Merit Financial Group, LLC
|
Nov 07, 2025 Q3 2025 |
106,616
shares
|
$3.03 Million
0.03% of portfolio
|
Q3 2025
Added 188.51%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
96,537
shares
|
$2.74 Million
0.0% of portfolio
|
Q3 2025
Added 190.22%
|
|
|
Empowered Funds, LLC
|
Nov 13, 2025 Q3 2025 |
96,310
shares
|
$2.74 Million
0.03% of portfolio
|
Q3 2025
Added 1.51%
|
|
|
Elyxium Wealth, LLC
San Mateo, CA |
Nov 05, 2025 Q3 2025 |
92,990
shares
|
$2.64 Million
0.89% of portfolio
|
Q3 2025
Added 74.4%
|
|
|
Mkd Wealth Coaches, LLC
Troy, MI |
Jan 12, 2026 Q4 2025 |
91,904
shares
|
$2.61 Million
2.58% of portfolio
|
Q4 2025
Reduced 2.22%
|
|
|
Fairman Group, LLC
Chesterbrook, PA |
Oct 31, 2025 Q3 2025 |
83,371
shares
|
$2.37 Million
1.83% of portfolio
|
Q3 2025
Added 11.04%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Nov 13, 2025 Q3 2025 |
82,900
shares
|
$2.36 Million
0.0% of portfolio
|
Q3 2025
Reduced 53.0%
|
|
|
West Chester Capital Advisors, Inc
|
Nov 12, 2025 Q3 2025 |
79,480
shares
|
$2.26 Million
1.12% of portfolio
|
Q3 2025
New holding
|
|
|
Canal Capital Management, LLC
|
Jan 06, 2026 Q4 2025 |
78,236
shares
|
$2.22 Million
0.34% of portfolio
|
Q4 2025
Reduced 15.05%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
76,211
shares
|
$2.17 Million
0.01% of portfolio
|
Q3 2025
Added 0.43%
|
|