Security key
53700T827
LITMAN GREGORY FDS TR - IMGP DBI MANAGED (DBMF)
CUSIP: 53700T827
Q3 2021 13F Holders as of 30 Sep 2021
- Type / Class
- Equity / IMGP DBI MANAGED
- Total 13F shares
- 809,500
- Share change
- +809,500
- Total reported value
- $22,591,000
- Price per share
- $27.90
- Number of holders
- 12
- Value change
- +$22,591,000
- Number of buys
- 12
Report period
Q3 2021
Institutions
12
Top holders
10
Broader feeds
Reporting periods
Holder history for CUSIP 53700T827
Recent filing periods:
Top shareholders of DBMF - LITMAN GREGORY FDS TR - IMGP DBI MANAGED (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Ownership % is shown only when it is directly reported or safely comparable across share classes.
Methodology: rows are grouped by holder and ranked by the holder's primary source value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
No top shareholder records were found across 13F, 13D/G, and Forms 3/4/5 for this issuer.
Institutional Holders of LITMAN GREGORY FDS TR - IMGP DBI MANAGED (DBMF) as of Q3 2021
As of 30 Sep 2021,
LITMAN GREGORY FDS TR - IMGP DBI MANAGED (DBMF) was held by
12 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
809,500 shares.
The largest 10 holders included
Valmark Advisers, Inc., Private Advisor Group, LLC, ENVESTNET ASSET MANAGEMENT INC, LPL Financial LLC, Cambria Investment Management, L.P., Orion Portfolio Solutions, LLC, Betterment LLC, Cambridge Investment Research Advisors, Inc., RAYMOND JAMES & ASSOCIATES, and Janney Montgomery Scott LLC.
This page lists
12
institutional shareholders reporting positions in this security
for the Q3 2021 filing period.
| Investor | Option | Weight % | Change % | Value $ | * Price | Shares | Share Change | Activity | Report Period |
|---|
Compare Q3 2021 vs Q4 2025 Across Filers
Q4 2025 holders
238
Q3 2021 holders
12
Holder diff
-226
| Investor | Q4 2025 Shares | Q3 2021 Shares | Share Diff | Share Chg % | Q4 2025 Value $ | Q3 2021 Value $ | Value Diff $ | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.
An asterisk sign (*) next to the price indicates that the price is likely invalid.