What does CUSIP 53700T827 represent in this 13F holders report?

CUSIP 53700T827 is the security identifier for DBMF - LITMAN GREGORY FDS TR - IMGP DBI MANAGED used to aggregate holder disclosures.

How many institutions held DBMF - LITMAN GREGORY FDS TR - IMGP DBI MANAGED in Q3 2024?

156 institutional investors reported DBMF - LITMAN GREGORY FDS TR - IMGP DBI MANAGED for Q3 2024. Use the holders table for investor-level position and value details.

LITMAN GREGORY FDS TR - IMGP DBI MANAGED (DBMF)

CUSIP: 53700T827

Q3 2024 13F Holders as of 30 Sep 2024

Type / Class: Equity / IMGP DBI MANAGED
Total 13F shares: 23,093,513
Share change: -1,904,942
Total reported value: $649,287,205
Price per share: $28.13
Number of holders: 156
Value change: -$55,513,113
Number of buys: 93
Number of sells: 68

Quarterly Holders Quick Answers

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

Need full ownership history?
Open the full security ownership history page.

Next holder-history checks

These links keep the next click tied to holder verification, nearby quarters, or outside-13F ownership context.

Back to full security ownership history for the broader multi-quarter picture.
Latest 13F filings for newly reported positions across managers.
Latest Schedule 13D/13G reports for ownership changes outside the 13F cadence.
SEC investors directory for manager drilldown.

Explore More Reporting Periods

Jump to adjacent filing periods for faster comparison and easier crawl discovery.

Newer quarter: Q4 2024
Previous quarter: Q2 2024

Recent filing periods for CUSIP 53700T827:

Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024 Q2 2024

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 Q3 2024

As of 30 Sep 2024, LITMAN GREGORY FDS TR - IMGP DBI MANAGED (DBMF) was held by 156 institutional shareholders that filed Form 13F with the SEC. Together, they reported ownership of 23,093,513 shares. The largest 10 holders included CWM, LLC, ENVESTNET ASSET MANAGEMENT INC, Naviter Wealth, LLC, NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO, MORGAN STANLEY, Goldstein Advisors, LLC, Cardinal Point Capital Management ULC, Litman Gregory Wealth Management LLC, SUMMIT WEALTH & RETIREMENT PLANNING, INC., and OneDigital Investment Advisors LLC. This page lists 157 institutional shareholders reporting positions in this security for the Q3 2024 filing period.

Investor	Option	Weight %	Change %	Value $	* Price	Shares	Share Change	Activity	Report Period

Compare Q3 2024 vs Q2 2024 Across Filers

Q2 2024 holders

154

Q3 2024 holders

156

Holder diff

Investor	Q2 2024 Shares	Q3 2024 Shares	Share Diff	Share Chg %	Q2 2024 Value $	Q3 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.