LITMAN GREGORY FDS TR - IMGP DBI MANAGED (DBMF)

CUSIP: 53700T827

Q1 2023 13F Holders as of 31 Mar 2023

Type / Class
Equity / IMGP DBI MANAGED
Total 13F shares
14,137,836
Share change
-2,838,274
Total reported value
$371,911,382
Put/Call ratio
4.6%
Price per share
$26.30
Number of holders
138
Value change
-$78,635,824
Number of buys
72
Number of sells
89

Quarterly Holders Quick Answers

What is CUSIP 53700T827?
CUSIP 53700T827 identifies DBMF - LITMAN GREGORY FDS TR - IMGP DBI MANAGED in SEC institutional holdings data.

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Institutional Holders of LITMAN GREGORY FDS TR - IMGP DBI MANAGED (DBMF) as of Q1 2023

As of 31 Mar 2023, LITMAN GREGORY FDS TR - IMGP DBI MANAGED (DBMF) was held by 138 institutional shareholders that filed Form 13F with the SEC. Together, they reported ownership of 14,137,836 shares. The largest 10 holders included Valmark Advisers, Inc., STATE STREET CORP, Goldstein Advisors, LLC, ENVESTNET ASSET MANAGEMENT INC, Resources Investment Advisors, LLC., LPL Financial LLC, GREAT VALLEY ADVISOR GROUP, INC., PFG Advisors, Ethos Financial Group, LLC, and Naviter Wealth, LLC. This page lists 138 institutional shareholders reporting positions in this security for the Q1 2023 filing period.
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.