Latest Period
Q1 2026
Security Snapshot
LITMAN GREGORY FDS TR - IMGP DBI MANAGED (DBMF) Institutional Ownership
CUSIP: 53700T827
13F Institutional Holders and Ownership History from Q3 2021 to Q2 2026
Institutions Reporting
299
Shares (Excl. Options)
83,911,518
Price
$30.15
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- Security type / class
- Equity / IMGP DBI MANAGED
- Symbol
- DBMF
- All holders as of 31 Mar 2026
- Q1 2026
- Total 13F shares
- 83,911,518
- Total 13F value
- $2,529,719,928
- Portfolio coverage rank
- 0.02%
- Share change
- +24,362,181
- Value change
- +$741,781,297
- Number of holders
- 299
- SEC-reported price per share
- $30.61
Latest holder snapshot
5 signals
Issuer context
Names, identifiers, and filing context for this profile.
1 identity field
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors
Key facts
- DBMF - LITMAN GREGORY FDS TR - IMGP DBI MANAGED is tracked under CUSIP 53700T827.
- 299 institutions reported positions in Q1 2026.
- Schedule 13D/13G significant owner rows are not currently available.
Change
- Holder count moved from 299 to 22 between Q1 2026 and Q2 2026.
- SEC-reported value moved from $2,529,719,928 to $108,674,497.
Research use
- 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.
Evidence
Source: SEC Form 13F
Open SEC evidence
Latest holder context comes from 299 institutions filings for Q1 2026.
Security key
53700T827
Latest holder period
Q1 2026
13F holders
299
13D/G owners
0
CIK / CUSIP context first
Broader feeds
Recent Quarterly Holder Reports
Open recent reporting periods for CUSIP 53700T827:
As of 31 Mar 2026, 299 institutional investors reported holding 83,911,518 shares of LITMAN GREGORY FDS TR - IMGP DBI MANAGED (DBMF).
Quarter history
Institutional holders across reporting periods
Holder count, reported shares/value, and median price by quarter.
Periods
20
Latest
Q1 2026
Rows shown
1-20 of 20
| Period | 13F Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2026 Q2 | 3,550,360 | $108,674,497 | +$3,216,485 | $30.61 | 22 |
| 2026 Q1 | 83,911,518 | $2,529,719,928 | +$741,781,297 | $30.15 | 299 |
| 2025 Q4 | 57,505,460 | $1,614,641,020 | +$449,307,079 | $28.06 | 239 |
| 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 |