Security key
53700T827
LITMAN GREGORY FDS TR - IMGP DBI MANAGED (DBMF)
CUSIP: 53700T827
Q4 2022 13F Holders as of 31 Dec 2022
- Type / Class
- Equity / IMGP DBI MANAGED
- Total 13F shares
- 17,046,502
- Share change
- +4,065,910
- Total reported value
- $495,784,088
- Put/Call ratio
- 17%
- Price per share
- $29.11
- Number of holders
- 151
- Value change
- +$113,023,369
- Number of buys
- 102
- Number of sells
- 43
Report period
Q4 2022
Institutions
151
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 Q4 2022
As of 31 Dec 2022,
LITMAN GREGORY FDS TR - IMGP DBI MANAGED (DBMF) was held by
151 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
17,046,502 shares.
The largest 10 holders included
ENVESTNET ASSET MANAGEMENT INC, STATE STREET CORP, Naviter Wealth, LLC, Valmark Advisers, Inc., R. W. Roge & Company, Inc., Cambria Investment Management, L.P., Goldstein Advisors, LLC, LPL Financial LLC, Frontier Asset Management, LLC, and SMITH, MOORE & CO..
This page lists
151
institutional shareholders reporting positions in this security
for the Q4 2022 filing period.
| Investor | Option | Weight % | Change % | Value $ | * Price | Shares | Share Change | Activity | Report Period |
|---|
Compare Q4 2022 vs Q3 2022 Across Filers
Q3 2022 holders
99
Q4 2022 holders
151
Holder diff
52
| Investor | Q3 2022 Shares | Q4 2022 Shares | Share Diff | Share Chg % | Q3 2022 Value $ | Q4 2022 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.