LITMAN GREGORY FDS TR - IMGP DBI MANAGED (DBMF)

CUSIP: 53700T827

Q2 2024 13F Holders as of 30 Jun 2024

Type / Class
Equity / IMGP DBI MANAGED
Total 13F shares
24,955,997
Share change
+429,563
Total reported value
$749,935,244
Put/Call ratio
326%
Price per share
$30.06
Number of holders
154
Value change
+$13,536,592
Number of buys
102
Number of sells
53

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 2024

As of 30 Jun 2024, LITMAN GREGORY FDS TR - IMGP DBI MANAGED (DBMF) was held by 154 institutional shareholders that filed Form 13F with the SEC. Together, they reported ownership of 24,955,997 shares. The largest 10 holders included JPMORGAN CHASE & CO, ENVESTNET ASSET MANAGEMENT INC, Naviter Wealth, LLC, CWM, LLC, Miracle Mile Advisors, LLC, Cardinal Point Capital Management ULC, Goldstein Advisors, LLC, NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO, Litman Gregory Wealth Management LLC, and MORGAN STANLEY. This page lists 154 institutional shareholders reporting positions in this security for the Q2 2024 filing period.
Investor Option Weight % Change % Value $ * Price Shares Share Change Activity Report Period

Compare Q2 2024 vs Q1 2024 Across Filers

Q1 2024 holders
138
Q2 2024 holders
154
Holder diff
16
Investor Q1 2024 Shares Q2 2024 Shares Share Diff Share Chg % Q1 2024 Value $ Q2 2024 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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