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 213 institutions that hold shares in the stock, with a total of 36.2 Million shares, which have been reported (via 13F filing form) to have a value of $914 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Trajan Wealth LLC
Scottsdale, AZ |
May 12, 2025 Q1 2025 |
29,917
shares
|
$767,969
0.04% of portfolio
|
Q1 2025
Reduced 15.27%
|
|
|
Virtue Capital Management, LLC
Brentwood, TN |
May 15, 2025 Q1 2025 |
29,703
shares
|
$762,476
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Elyxium Wealth, LLC
San Mateo, CA |
May 05, 2025 Q1 2025 |
28,543
shares
|
$732,698
0.32% of portfolio
|
Q1 2025
New holding
|
|
|
Exchange Traded Concepts, LLC
|
Apr 17, 2025 Q1 2025 |
27,016
shares
|
$693,500
0.01% of portfolio
|
Q1 2025
Reduced 6.38%
|
|
|
Nwam LLC
Mercer Island, WA |
May 05, 2025 Q1 2025 |
26,811
shares
|
$688,238
0.06% of portfolio
|
Q1 2025
Reduced 4.67%
|
|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
26,694
shares
|
$685,234
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Relative Value Partners Group, LLC
Northbrook, IL |
Jul 12, 2024 Q2 2024 |
26,330
shares
|
$675,891
0.11% of portfolio
|
Q2 2024
New holding
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
May 15, 2025 Q1 2025 |
26,201
shares
|
$672,579
0.05% of portfolio
|
Q1 2025
Added 4.8%
|
|
|
Org Wealth Partners, LLC
Dallas, TX |
Apr 21, 2025 Q1 2025 |
26,030
shares
|
$668,190
0.3% of portfolio
|
Q1 2025
Added 28.37%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
May 15, 2025 Q1 2025 |
25,900
shares
|
$664,853
0.08% of portfolio
|
Q1 2025
Added 91.34%
|
|
|
Family Office Research LLC
Bethesda, MD |
May 15, 2025 Q1 2025 |
25,071
shares
|
$643,572
0.31% of portfolio
|
Q1 2025
New holding
|
|
|
Smart Portfolios, LLC
Seattle, WA |
Apr 24, 2025 Q1 2025 |
24,914
shares
|
$639,542
0.76% of portfolio
|
Q1 2025
Added 1.1%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
May 14, 2025 Q1 2025 |
24,552
shares
|
$630,249
0.0% of portfolio
|
Q1 2025
Reduced 15.33%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
23,918
shares
|
$613,975
0.15% of portfolio
|
Q2 2024
Added 3.59%
|
|
|
Lake Street Financial LLC
|
Apr 10, 2025 Q1 2025 |
22,706
shares
|
$582,863
0.1% of portfolio
|
Q1 2025
Reduced 15.12%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
22,479
shares
|
$577,035
0.0% of portfolio
|
Q1 2025
Reduced 65.38%
|
|
|
Bank Of Montreal
Toronto, A6 |
May 13, 2025 Q1 2025 |
22,435
shares
|
$575,906
0.0% of portfolio
|
Q1 2025
Added 2.03%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
22,329
shares
|
$573,185
0.0% of portfolio
|
Q4 2024
Reduced 8.06%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
May 15, 2025 Q1 2025 |
21,758
shares
|
$558,527
0.0% of portfolio
|
Q1 2025
Reduced 41.44%
|
|
|
Proactive Wealth Strategies LLC
Marietta, GA |
Apr 23, 2025 Q1 2025 |
21,584
shares
|
$554,061
0.29% of portfolio
|
Q1 2025
Added 0.7%
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
21,381
shares
|
$548,850
0.01% of portfolio
|
Q1 2025
Reduced 39.2%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Apr 29, 2025 Q1 2025 |
21,168
shares
|
$543,382
0.03% of portfolio
|
Q1 2025
Reduced 36.41%
|
|
|
Trilogy Capital Inc.
|
May 06, 2025 Q1 2025 |
21,026
shares
|
$539,737
0.03% of portfolio
|
Q1 2025
Added 69.55%
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
May 13, 2025 Q1 2025 |
21,020
shares
|
$539,583
0.06% of portfolio
|
Q4 2024
Added 5.44%
|
|
|
Meridian Wealth Management, LLC
|
May 12, 2025 Q1 2025 |
20,884
shares
|
$536,092
0.03% of portfolio
|
Q1 2025
Reduced 13.8%
|