Security Snapshot

LITMAN GREGORY FDS TR - IMGP DBI MANAGED (DBMF) Institutional Ownership

CUSIP: 53700T827

13F Institutional Holders and Ownership History from Q3 2021 to Q1 2026

Latest Period

Q4 2025

Institutions Reporting

237

Shares (Excl. Options)

57,481,583

Price

$28.06

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Type / Class
Equity / IMGP DBI MANAGED
Symbol
DBMF
Price per share
$30.15
All holders as of 31 Dec 2025
Q4 2025
Total 13F shares
57,481,583
Total reported value
$1,613,971,033
% of total 13F portfolios
0.01%
Share change
+16,006,234
Value change
+$449,868,857
Number of holders
237
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Quick Takeaways

  • DBMF - LITMAN GREGORY FDS TR - IMGP DBI MANAGED is tracked under CUSIP 53700T827.
  • 237 institutions reported positions in Q4 2025.
  • Schedule 13D/13G significant owner rows are not currently available.

What Changed

  • Holder count moved from 237 to 77 between Q4 2025 and Q1 2026.
  • Reported value moved from $1,613,971,033 to $349,088,556.

Why This Matters

  • You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
  • 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.

Source Evidence

Source: SEC Form 13F

Latest holder context comes from 237 institutions filings for Q4 2025.

Open SEC Evidence

Investment Quick Answers

What is CUSIP 53700T827?
CUSIP 53700T827 identifies DBMF - LITMAN GREGORY FDS TR - IMGP DBI MANAGED in SEC 13F datasets.

Where can I see the latest institutional holders?
Review the Q4 2025 holders report and the ownership history table below.

As of 31 Dec 2025, 237 institutional investors reported holding 57,481,583 shares of LITMAN GREGORY FDS TR - IMGP DBI MANAGED (DBMF).

Institutional Holders of LITMAN GREGORY FDS TR - IMGP DBI MANAGED (DBMF) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2026 Q1 11,573,107 $349,088,556 +$81,620,727 $30.15 77
2025 Q4 57,481,583 $1,613,971,033 +$449,868,857 $28.06 237
2025 Q3 41,234,578 $1,127,583,460 +$265,124,838 $27.31 190
2025 Q2 31,570,264 $812,232,699 -$75,301,618 $25.73 185
2025 Q1 34,536,016 $872,586,078 -$44,052,626 $25.26 186
2024 Q4 36,341,833 $951,162,807 +$316,053,724 $26.16 188
2024 Q3 23,093,513 $649,287,205 -$55,513,113 $28.13 156
2024 Q2 24,955,997 $749,935,244 +$13,536,592 $30.06 154
2024 Q1 24,470,514 $702,286,050 +$204,927,451 $28.68 138
2023 Q4 17,462,115 $450,273,937 -$193,676,159 $25.76 129
2023 Q3 24,681,260 $713,182,561 +$248,693,091 $28.90 134
2023 Q2 16,015,446 $441,998,148 +$54,587,827 $27.63 134
2023 Q1 14,137,836 $371,911,382 -$78,635,824 $26.30 138
2022 Q4 17,046,502 $495,784,088 +$113,023,369 $29.11 151
2022 Q3 12,817,559 $435,285,997 +$273,640,485 $33.94 99
2022 Q2 4,837,566 $156,699,184 +$104,431,867 $32.40 48
2022 Q1 1,616,614 $46,222,676 +$19,143,517 $28.59 16
2021 Q4 963,497 $24,844,000 +$3,847,479 $25.79 14
2021 Q3 809,500 $22,591,000 +$22,591,000 $27.90 12