Security key
53700T827
LITMAN GREGORY FDS TR - IMGP DBI MANAGED (DBMF)
CUSIP: 53700T827
Q4 2024 13F Holders as of 31 Dec 2024
- Type / Class
- Equity / IMGP DBI MANAGED
- Total 13F shares
- 36,341,833
- Share change
- +12,113,871
- Total reported value
- $951,162,807
- Put/Call ratio
- 20%
- Price per share
- $26.16
- Number of holders
- 188
- Value change
- +$316,053,724
- Number of buys
- 112
- Number of sells
- 67
Report period
Q4 2024
Institutions
188
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 first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings 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 2024
As of 31 Dec 2024,
LITMAN GREGORY FDS TR - IMGP DBI MANAGED (DBMF) was held by
188 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
36,341,833 shares.
The largest 10 holders included
JPMORGAN CHASE & CO, CWM, LLC, MORGAN STANLEY, Naviter Wealth, LLC, Litman Gregory Wealth Management LLC, NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO, Royal Bank of Canada, ENVESTNET ASSET MANAGEMENT INC, Parcion Private Wealth LLC, and Cardinal Point Capital Management ULC.
This page lists
189
institutional shareholders reporting positions in this security
for the Q4 2024 filing period.
| Investor | Option | Weight % | Change % | Value $ | * Price | Shares | Share Change | Activity | Report Period |
|---|
Compare Q4 2024 vs Q3 2024 Across Filers
Q3 2024 holders
156
Q4 2024 holders
188
Holder diff
32
| Investor | Q3 2024 Shares | Q4 2024 Shares | Share Diff | Share Chg % | Q3 2024 Value $ | Q4 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.
An asterisk sign (*) next to the price indicates that the price is likely invalid.