LITMAN GREGORY FDS TR - IMGP DBI MANAGED (DBMF)

CUSIP: 53700T827

Q2 2023 13F Holders as of 30 Jun 2023

Type / Class
Equity / IMGP DBI MANAGED
Total 13F shares
16,015,446
Share change
+1,895,665
Total reported value
$441,998,148
Put/Call ratio
97%
Price per share
$27.63
Number of holders
134
Value change
+$54,587,827
Number of buys
65
Number of sells
77

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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Open the full security ownership history page.

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 Q2 2023

As of 30 Jun 2023, LITMAN GREGORY FDS TR - IMGP DBI MANAGED (DBMF) was held by 134 institutional shareholders that filed Form 13F with the SEC. Together, they reported ownership of 16,015,446 shares. The largest 10 holders included Miracle Mile Advisors, LLC, ENVESTNET ASSET MANAGEMENT INC, Naviter Wealth, LLC, Litman Gregory Wealth Management LLC, Goldstein Advisors, LLC, Valmark Advisers, Inc., OneDigital Investment Advisors LLC, SUMMIT WEALTH & RETIREMENT PLANNING, INC., NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO, and Ethos Financial Group, LLC. This page lists 134 institutional shareholders reporting positions in this security for the Q2 2023 filing period.
Investor Option Weight % Change % Value $ * Price Shares Share Change Activity Report Period

Compare Q2 2023 vs Q1 2023 Across Filers

Q1 2023 holders
138
Q2 2023 holders
134
Holder diff
-4
Investor Q1 2023 Shares Q2 2023 Shares Share Diff Share Chg % Q1 2023 Value $ Q2 2023 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.
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