Q2 2022 13F Holders as of 30 Jun 2022
-
Type / Class
-
Equity / IMGP DBI MANAGED
-
Number of holders
-
48
-
Total 13F shares, excl. options
-
4,837,566
-
Shares change
-
+3,220,952
-
Total reported value, excl. options
-
$156,699,184
-
Value change
-
+$104,431,867
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Number of buys
-
43
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Number of sells
-
-6
-
Price
-
$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 48 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 4,837,566 shares
.
Largest 10 shareholders include Valmark Advisers, Inc. (701,035 shares), R. W. Roge & Company, Inc. (657,844 shares), Cambridge Investment Research Advisors, Inc. (427,834 shares), Integrated Advisors Network LLC (384,383 shares), Litman Gregory Wealth Management LLC (383,943 shares), GREAT VALLEY ADVISOR GROUP, INC. (308,043 shares), Cambria Investment Management, L.P. (254,585 shares), Fermata Advisors, LLC (189,813 shares), LPL Financial LLC (174,308 shares), and COMMONWEALTH EQUITY SERVICES, LLC (146,654 shares).
This table shows the top 48 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.