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 |
|---|---|---|---|---|---|
|
Rhs Financial, LLC
|
Apr 17, 2025 Q1 2025 |
53,155
shares
|
$1.37 Million
0.78% of portfolio
|
Q1 2025
Added 8.43%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
May 15, 2025 Q1 2025 |
51,491
shares
|
$1.33 Million
0.03% of portfolio
|
Q1 2025
Reduced 3.27%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
May 14, 2025 Q1 2025 |
50,817
shares
|
$1.31 Million
0.08% of portfolio
|
Q1 2025
Added 2.69%
|
|
|
Ifg Advisory, LLC
|
May 08, 2025 Q1 2025 |
50,394
shares
|
$1.3 Million
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Castleview Partners, LLC
Dallas, TX |
Jul 15, 2025 Q2 2025 |
49,055
shares
|
$1.26 Million
1.13% of portfolio
|
Q2 2025
Added 225.84%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
48,436
shares
|
$1.25 Million
0.0% of portfolio
|
Q1 2025
Reduced 96.33%
|
|
|
Quadrature Capital LTD
London, X0 |
May 13, 2025 Q1 2025 |
47,973
shares
|
$1.24 Million
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
47,217
shares
|
$1.22 Million
0.01% of portfolio
|
Q1 2025
Added 1.09%
|
|
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
Jul 14, 2025 Q2 2025 |
45,872
shares
|
$1.18 Million
0.33% of portfolio
|
Q2 2025
Added 2.62%
|
|
|
Claraphi Advisory Network, LLC
|
Feb 14, 2023 Q4 2022 |
45,556
shares
|
$1.17 Million
0.53% of portfolio
|
Q4 2022
Reduced 96.56%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
45,272
shares
|
$1.17 Million
0.0% of portfolio
|
Q1 2025
Added 0.21%
|
|
|
Sterneck Capital Management, LLC
Kansas City, MO |
Jul 16, 2025 Q2 2025 |
44,052
shares
|
$1.13 Million
0.59% of portfolio
|
Q2 2025
Added 1.69%
|
|
|
Lws Wealth Advisors, Inc.
|
Feb 09, 2024 Q4 2023 |
42,206
shares
|
$1.09 Million
0.43% of portfolio
|
Q4 2023
Added 7.08%
|
|
|
Matrix Trust CO
|
Jul 11, 2025 Q2 2025 |
40,746
shares
|
$1.05 Million
0.17% of portfolio
|
Q2 2025
Reduced 2.12%
|
|
|
Savvy Advisors, Inc.
New York, NY |
May 12, 2025 Q1 2025 |
38,617
shares
|
$994,387
0.1% of portfolio
|
Q1 2025
Added 14.72%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
May 14, 2025 Q1 2025 |
38,600
shares
|
$993,950
0.0% of portfolio
|
Q1 2025
Reduced 32.28%
|
|
|
National Bank Of Canada
|
May 12, 2025 Q1 2025 |
36,444
shares
|
$938,433
0.0% of portfolio
|
Q1 2025
Added 6.82%
|
|
|
City Center Advisors, LLC
Troy, MI |
Jul 02, 2025 Q2 2025 |
35,289
shares
|
$908,691
0.97% of portfolio
|
Q2 2025
Reduced 2.47%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
34,466
shares
|
$887,499
0.0% of portfolio
|
Q2 2025
Reduced 58.36%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
34,221
shares
|
$881,190
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
31,986
shares
|
$823,639
0.0% of portfolio
|
Q1 2025
Added 188.86%
|
|
|
Gofen & Glossberg LLC
|
Jan 13, 2023 Q4 2022 |
30,963
shares
|
$797,297
0.02% of portfolio
|
Q4 2022
Added 23.55%
|
|
|
Cerity Partners LLC
New York, NY |
Apr 30, 2025 Q1 2025 |
30,808
shares
|
$793,306
0.0% of portfolio
|
Q1 2025
Reduced 3.0%
|
|
|
Innova Wealth Partners
|
May 06, 2025 Q1 2025 |
30,386
shares
|
$782,439
0.53% of portfolio
|
Q1 2025
Reduced 74.56%
|
|
|
West Chester Capital Advisors, Inc
|
May 14, 2025 Q1 2025 |
30,066
shares
|
$774,199
0.44% of portfolio
|
Q1 2025
New holding
|