Q2 2022 13F Holders as of 6/30/2022
-
Type / Class
-
Equity / IMGP DBI MANAGED
-
Number of holders
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47
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Total 13F shares, excl. options
-
4.84M
-
Shares change
-
+3.22M
-
Total reported value, excl. options
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$157M
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Value change
-
+$104M
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Number of buys
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43
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Number of sells
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-5
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Price
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$32.40
Significant Holders of LITMAN GREGORY FDS TR - IMGP DBI MANAGED (DBMF) as of Q2 2022
50 filings reported holding DBMF - LITMAN GREGORY FDS TR - IMGP DBI MANAGED as of Q2 2022.
LITMAN GREGORY FDS TR - IMGP DBI MANAGED (DBMF) has 47 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 4.84M shares
.
Largest 10 shareholders include Valmark Advisers, Inc. (701K shares), R. W. Roge & Company, Inc. (658K shares), Cambridge Investment Research Advisors, Inc. (428K shares), Integrated Advisors Network LLC (384K shares), Litman Gregory Wealth Management LLC (384K shares), GREAT VALLEY ADVISOR GROUP, INC. (308K shares), Cambria Investment Management, L.P. (255K shares), Fermata Advisors, LLC (190K shares), LPL Financial LLC (174K shares), and COMMONWEALTH EQUITY SERVICES, LLC (147K shares).
This table shows the top 47 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* 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.