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 211 institutions that hold shares in the stock, with a total of 35.3 Million shares, which have been reported (via 13F filing form) to have a value of $1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
135,800
shares
|
$3.85 Million
0.02% of portfolio
|
Q4 2024
Added 19.98%
|
|
|
Longview Financial Advisors, Inc.
Huntsville, AL |
Jul 30, 2025 Q2 2025 |
134,819
shares
|
$3.83 Million
2.95% of portfolio
|
Q2 2025
Reduced 8.76%
|
|
|
Ashton Thomas Securities, LLC
Rochester, NY |
Jul 21, 2025 Q2 2025 |
133,968
shares
|
$3.8 Million
0.83% of portfolio
|
Q2 2025
New holding
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Oct 09, 2025 Q3 2025 |
133,827
shares
|
$3.8 Million
1.06% of portfolio
|
Q3 2025
Added 1.92%
|
|
|
Sterneck Capital Management, LLC
Kansas City, MO |
Oct 24, 2025 Q3 2025 |
124,855
shares
|
$3.54 Million
1.63% of portfolio
|
Q3 2025
Added 183.43%
|
|
|
Stansberry Asset Management, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
116,648
shares
|
$3.31 Million
0.37% of portfolio
|
Q2 2025
Reduced 2.25%
|
|
|
Live Oak Investment Partners
Austin, TX |
Jul 24, 2025 Q2 2025 |
115,778
shares
|
$3.29 Million
2.37% of portfolio
|
Q2 2025
Added 0.01%
|
|
|
Atria Investments LLC
Charlotte, NC |
Aug 04, 2025 Q2 2025 |
115,102
shares
|
$3.27 Million
0.04% of portfolio
|
Q2 2025
Reduced 4.19%
|
|
|
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%
|
|
|
Merit Financial Group, LLC
|
Oct 20, 2025 Q3 2025 |
106,616
shares
|
$3.03 Million
0.03% of portfolio
|
Q3 2025
Added 188.51%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2025 Q2 2025 |
97,613
shares
|
$2.77 Million
0.0% of portfolio
|
Q2 2025
Added 334.24%
|
|
|
Empowered Funds, LLC
|
Aug 11, 2025 Q2 2025 |
94,873
shares
|
$2.69 Million
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Mkd Wealth Coaches, LLC
Troy, MI |
Oct 07, 2025 Q3 2025 |
93,992
shares
|
$2.67 Million
2.56% of portfolio
|
Q3 2025
Added 1.69%
|
|
|
Canal Capital Management, LLC
|
Sep 19, 2025 Q2 2025 |
92,471
shares
|
$2.62 Million
0.39% of portfolio
|
Q2 2025
Added 131.66%
|
|
|
Entrewealth, LLC
Austin, TX |
Aug 05, 2025 Q2 2025 |
90,668
shares
|
$2.57 Million
1.61% of portfolio
|
Q2 2025
Added 8.4%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
81,817
shares
|
$2.32 Million
0.0% of portfolio
|
Q2 2025
Reduced 18.5%
|
|
|
Innova Wealth Partners
|
Jul 28, 2025 Q2 2025 |
78,643
shares
|
$2.23 Million
1.33% of portfolio
|
Q2 2025
Added 158.81%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Aug 14, 2025 Q2 2025 |
76,306
shares
|
$2.17 Million
0.13% of portfolio
|
Q2 2025
Added 0.39%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
75,884
shares
|
$2.15 Million
0.01% of portfolio
|
Q2 2025
Added 35.22%
|
|
|
Fairman Group, LLC
Chesterbrook, PA |
Jul 28, 2025 Q2 2025 |
75,079
shares
|
$2.13 Million
1.59% of portfolio
|
Q2 2025
Reduced 12.96%
|
|
|
E&G Advisors, LP
|
Oct 20, 2025 Q3 2025 |
72,357
shares
|
$2.05 Million
0.48% of portfolio
|
Q3 2025
Reduced 0.58%
|
|
|
Midwest Financial Group LLC
Overland Park, KS |
Jul 17, 2025 Q2 2025 |
71,699
shares
|
$2.03 Million
0.97% of portfolio
|
Q2 2025
Added 4.46%
|
|
|
Quantitative Advantage, LLC
Minnetonka, MN |
May 12, 2023 Q1 2023 |
67,438
shares
|
$1.91 Million
0.26% of portfolio
|
Q1 2023
Added 3.18%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
66,849
shares
|
$1.9 Million
0.0% of portfolio
|
Q2 2025
Added 4.7%
|
|
|
Frontier Asset Management, LLC
Sheridan, WY |
Aug 12, 2025 Q2 2025 |
65,772
shares
|
$1.87 Million
0.64% of portfolio
|
Q2 2025
Reduced 48.94%
|