Q1 2025 13F Holders as of 31 Mar 2025
-
Type / Class
-
Equity / IMGP DBI MANAGED
-
Total 13F shares
-
34,536,016
-
Share change
-
-1,658,284
-
Total reported value
-
$872,586,078
-
Put/Call ratio
-
48%
-
Price per share
-
$25.26
-
Number of holders
-
186
-
Value change
-
-$44,052,626
-
Number of buys
-
107
-
Number of sells
-
98
Institutional Holders of LITMAN GREGORY FDS TR - IMGP DBI MANAGED (DBMF) as of Q1 2025
As of 31 Mar 2025,
LITMAN GREGORY FDS TR - IMGP DBI MANAGED (DBMF) was held by
186 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
34,536,016 shares.
The largest 10 holders included
LPL Financial LLC, CWM, LLC, MORGAN STANLEY, NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO, Naviter Wealth, LLC, Goldstein Advisors, LLC, Litman Gregory Wealth Management LLC, Cardinal Point Capital Management ULC, RAYMOND JAMES FINANCIAL INC, and OneDigital Investment Advisors LLC.
This page lists
187
institutional shareholders reporting positions in this security
for the Q1 2025 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.