LITMAN GREGORY FDS TR - IMGP DBI MANAGED (DBMF)

CUSIP: 53700T827

Q2 2025 13F Holders as of 30 Jun 2025

Type / Class
Equity / IMGP DBI MANAGED
Total 13F shares
31,570,264
Share change
-2,958,470
Total reported value
$812,232,699
Put/Call ratio
0%
Price per share
$25.73
Number of holders
185
Value change
-$75,301,618
Number of buys
104
Number of sells
89

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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Institutional Holders of LITMAN GREGORY FDS TR - IMGP DBI MANAGED (DBMF) as of Q2 2025

As of 30 Jun 2025, LITMAN GREGORY FDS TR - IMGP DBI MANAGED (DBMF) was held by 185 institutional shareholders that filed Form 13F with the SEC. Together, they reported ownership of 31,570,264 shares. The largest 10 holders included LPL Financial LLC, MORGAN STANLEY, NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO, RAYMOND JAMES FINANCIAL INC, Goldstein Advisors, LLC, Litman Gregory Wealth Management LLC, Cardinal Point Capital Management ULC, Savant Capital, LLC, OneDigital Investment Advisors LLC, and ENVESTNET ASSET MANAGEMENT INC. This page lists 187 institutional shareholders reporting positions in this security for the Q2 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.