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 209 institutions that hold shares in the stock, with a total of 36 Million shares, which have been reported (via 13F filing form) to have a value of $928 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Rockland Trust CO
|
Jul 10, 2025 Q2 2025 |
293,140
shares
|
$7.55 Million
0.37% of portfolio
|
Q2 2025
New holding
|
|
|
Advisor Resource Council
|
Apr 21, 2025 Q1 2025 |
273,855
shares
|
$7.05 Million
0.51% of portfolio
|
Q1 2025
New holding
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Apr 30, 2025 Q1 2025 |
254,561
shares
|
$6.55 Million
0.18% of portfolio
|
Q1 2025
Added 3.22%
|
|
|
Leelyn Smith, LLC
Geneva, IL |
May 01, 2025 Q1 2025 |
253,261
shares
|
$6.52 Million
1.16% of portfolio
|
Q1 2025
Added 11.98%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
239,316
shares
|
$6.16 Million
0.0% of portfolio
|
Q1 2025
Reduced 95.78%
|
|
|
A&I Financial Services, LLC
Lone Tree, CO |
Jul 14, 2025 Q2 2025 |
222,129
shares
|
$5.72 Million
3.23% of portfolio
|
Q2 2025
Added 2.48%
|
|
|
Deane Retirement Strategies, Inc.
|
Jul 11, 2025 Q2 2025 |
217,648
shares
|
$5.6 Million
2.53% of portfolio
|
Q2 2025
Added 31171.26%
|
|
|
Principia Wealth Advisory, LLC
Dallas, TX |
Apr 11, 2025 Q1 2025 |
213,149
shares
|
$5.49 Million
5.12% of portfolio
|
Q1 2025
Added 12.26%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
211,248
shares
|
$5.44 Million
0.2% of portfolio
|
Q3 2022
New holding
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
210,679
shares
|
$5.42 Million
0.02% of portfolio
|
Q1 2025
Reduced 12.49%
|
|
|
Empire Financial Management Company, LLC
New York, NY |
May 14, 2025 Q1 2025 |
205,657
shares
|
$5.3 Million
1.61% of portfolio
|
Q1 2025
Reduced 0.16%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
203,323
shares
|
$5.24 Million
0.01% of portfolio
|
Q3 2024
Added 7.24%
|
|
|
Css LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
201,685
shares
|
$5.19 Million
0.61% of portfolio
|
Q1 2025
Added 12.81%
|
|
|
Capitolis Liquid Global Markets LLC
New York, NY |
May 15, 2025 Q1 2025 |
182,100
shares
|
$4.69 Million
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Upper Left Wealth Management, LLC
|
Jul 07, 2025 Q2 2025 |
181,056
shares
|
$4.66 Million
3.28% of portfolio
|
Q2 2025
Added 19.21%
|
|
|
Professional Financial Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
179,591
shares
|
$4.62 Million
1.1% of portfolio
|
Q2 2025
Added 8.41%
|
|
|
Astor Investment Management LLC
|
Jul 18, 2025 Q2 2025 |
177,689
shares
|
$4.58 Million
3.84% of portfolio
|
Q2 2025
Reduced 3.82%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
May 15, 2025 Q1 2025 |
175,950
shares
|
$4.53 Million
0.01% of portfolio
|
Q1 2025
Added 5.82%
|
|
|
Equitable Holdings, Inc.
New York, NY |
May 13, 2025 Q1 2025 |
167,409
shares
|
$4.31 Million
0.04% of portfolio
|
Q1 2025
Added 16.72%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
158,607
shares
|
$4.08 Million
0.01% of portfolio
|
Q1 2025
Added 0.89%
|
|
|
Longview Financial Advisors, Inc.
Huntsville, AL |
Apr 25, 2025 Q1 2025 |
147,758
shares
|
$3.8 Million
3.2% of portfolio
|
Q1 2025
Added 14.76%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
146,742
shares
|
$3.78 Million
0.01% of portfolio
|
Q1 2025
Added 2.82%
|
|
|
Avestar Capital, LLC
|
May 14, 2025 Q1 2025 |
144,437
shares
|
$3.72 Million
0.34% of portfolio
|
Q1 2025
Reduced 15.57%
|
|
|
Toroso Investments, LLC
Massapequa, NY |
May 14, 2025 Q1 2025 |
140,858
shares
|
$3.63 Million
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
135,800
shares
|
$3.5 Million
0.02% of portfolio
|
Q4 2024
Added 19.98%
|