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 |
|---|---|---|---|---|---|
|
Abbington Investment Group
Westport, CT |
Oct 23, 2025 Q3 2025 |
33,764
shares
|
$958,222
0.79% of portfolio
|
Q3 2025
New holding
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
33,263
shares
|
$944,003
0.0% of portfolio
|
Q2 2025
Added 3.99%
|
|
|
Family Office Research LLC
Bethesda, MD |
Aug 14, 2025 Q2 2025 |
32,487
shares
|
$921,981
0.4% of portfolio
|
Q2 2025
Added 29.58%
|
|
|
Nwam LLC
Mercer Island, WA |
Aug 07, 2025 Q2 2025 |
31,991
shares
|
$907,904
0.07% of portfolio
|
Q2 2025
Added 19.32%
|
|
|
Smart Portfolios, LLC
Seattle, WA |
Jul 28, 2025 Q2 2025 |
31,336
shares
|
$889,315
0.9% of portfolio
|
Q2 2025
Added 25.78%
|
|
|
Gofen & Glossberg LLC
|
Jan 13, 2023 Q4 2022 |
30,963
shares
|
$878,729
0.02% of portfolio
|
Q4 2022
Added 23.55%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
29,355
shares
|
$833,094
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Simplicity Wealth,Llc
|
Jul 22, 2025 Q2 2025 |
28,924
shares
|
$820,863
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2025 Q2 2025 |
28,097
shares
|
$797,392
0.01% of portfolio
|
Q2 2025
Added 5.26%
|
|
|
Cerity Partners LLC
New York, NY |
Oct 22, 2025 Q3 2025 |
28,056
shares
|
$796,229
0.0% of portfolio
|
Q3 2025
Reduced 9.22%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
27,531
shares
|
$781,329
0.02% of portfolio
|
Q3 2025
Added 6.54%
|
|
|
Exchange Traded Concepts, LLC
|
Oct 14, 2025 Q3 2025 |
27,384
shares
|
$777,157
0.01% of portfolio
|
Q2 2025
Added 1.36%
|
|
|
Org Wealth Partners, LLC
Dallas, TX |
Oct 24, 2025 Q3 2025 |
27,177
shares
|
$771,283
0.28% of portfolio
|
Q3 2025
Reduced 2.52%
|
|
|
Hrt Financial LP
New York, NY |
Aug 14, 2025 Q2 2025 |
26,999
shares
|
$766,231
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Relative Value Partners Group, LLC
Northbrook, IL |
Jul 12, 2024 Q2 2024 |
26,330
shares
|
$747,245
0.11% of portfolio
|
Q2 2024
New holding
|
|
|
Greenwood Capital Associates LLC
Greenwood, SC |
Oct 16, 2025 Q3 2025 |
26,102
shares
|
$740,774
0.08% of portfolio
|
Q3 2025
Added 54.69%
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
25,986
shares
|
$737,482
0.01% of portfolio
|
Q2 2025
Added 21.54%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Aug 14, 2025 Q2 2025 |
25,821
shares
|
$732,799
0.05% of portfolio
|
Q2 2025
Reduced 1.45%
|
|
|
Trajan Wealth LLC
Scottsdale, AZ |
Aug 11, 2025 Q2 2025 |
25,272
shares
|
$717,219
0.03% of portfolio
|
Q2 2025
Reduced 15.53%
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
24,850
shares
|
$705,243
0.0% of portfolio
|
Q2 2025
Added 19.27%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Aug 14, 2025 Q2 2025 |
24,552
shares
|
$696,785
0.0% of portfolio
|
Q1 2025
Reduced 15.33%
|
|
|
City Center Advisors, LLC
Troy, MI |
Oct 06, 2025 Q3 2025 |
24,527
shares
|
$696,076
0.65% of portfolio
|
Q3 2025
Reduced 30.5%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
23,918
shares
|
$678,792
0.15% of portfolio
|
Q2 2024
Added 3.59%
|
|
|
Trilogy Capital Inc.
|
Oct 24, 2025 Q3 2025 |
23,660
shares
|
$671,470
0.03% of portfolio
|
Q3 2025
Reduced 1.6%
|
|
|
Bank Of Montreal
Toronto, A6 |
Aug 05, 2025 Q2 2025 |
22,324
shares
|
$633,555
0.0% of portfolio
|
Q2 2025
Reduced 0.49%
|