Q3 2025 13F Holders as of 30 Sep 2025
-
Type / Class
-
Equity / IMGP DBI MANAGED
-
Total 13F shares
-
40,875,749
-
Share change
-
+9,459,075
-
Total reported value
-
$1,117,783,842
-
Price per share
-
$27.31
-
Number of holders
-
188
-
Value change
-
+$258,916,377
-
Number of buys
-
111
-
Number of sells
-
79
Institutional Holders of LITMAN GREGORY FDS TR - IMGP DBI MANAGED (DBMF) as of Q3 2025
As of 30 Sep 2025,
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
40,875,749 shares.
The largest 10 holders included
MORGAN STANLEY, LPL Financial LLC, NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO, Parcion Private Wealth LLC, RAYMOND JAMES FINANCIAL INC, Litman Gregory Wealth Management LLC, Cardinal Point Capital Management ULC, Goldstein Advisors, LLC, Savant Capital, LLC, and POTOMAC FUND MANAGEMENT INC /ADV.
This page lists
188
institutional shareholders reporting positions in this security
for the Q3 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.