Imgp Dbi MFT STR ETF-UsdDBMFETF
13F holders, Q2 2024 (June 30)155holders +16
27new positions
12sold out
2famous investors
$30.05avg. 13F price*
At the end of Q2 2024, 155 institutions reported holding Imgp Dbi MFT STR ETF-Usd Inc. (DBMF) in their 13F filings, up 16 from Q1 2024. 27 opened new positions and 12 sold out. The largest holders were JPMorgan Chase & Co. ($98.4M), Envestnet Asset Management Inc. ($57.0M) and Naviter Wealth, LLC ($49.2M). 2 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- Imgp Dbi MFT STR ETF-Usd Inc.
- Filed as
- LITMAN GREGORY FDS TR (Q2 2024)
- CUSIP
- 53700T827
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 27 | $33.4M |
| Exits | 12 | $14.4M |
All 13F filers, Q1 2024 → Q2 2024: 3,079,285 shares bought and 2,654,480 shares sold, net +424,805 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 155 holders
| JPMorgan Chase & Co. | 0.01% | Reduce -11.9% | 3,271,854 | $98.4M |
| Envestnet Asset Management Inc. | 0.02% | Add +6.2% | 1,895,164 | $57.0M |
| Naviter Wealth, LLC | 7.34% | Add +8.0% | 1,636,054 | $49.2M |
| Cwm, LLC | 0.20% | Add +17.3% | 1,418,236 | $42.6M |
| Composition Wealth, LLC | 0.88% | Reduce -46.3% | 1,194,274 | $35.9M |
| Cardinal Point Capital Management ULC | 5.27% | Add +7.6% | 1,007,526 | $30.3M |
| Goldstein Advisors, LLC | 5.06% | Add +4.0% | 1,006,072 | $30.2M |
| Northwestern Mutual Wealth Management Co. | 0.03% | Add +9.8% | 1,006,012 | $30.2M |
| Litman Gregory Wealth Management LLC | 2.44% | Add +17.6% | 913,944 | $27.5M |
| Morgan Stanley | 0.00% | Add +23.4% | 663,603 | $19.9M |
| Summit Wealth & Retirement Planning, Inc. | 6.58% | Add +3.9% | 643,329 | $19.3M |
| Valmark Advisers, Inc. | 0.31% | Reduce -25.9% | 600,284 | $18.0M |
| Family Investment Center, Inc. | 5.07% | Add +10.1% | 564,844 | $17.0M |
| LPL Financial LLC | 0.01% | Add +81.9% | 538,818 | $16.2M |
| OneDigital Investment Advisors LLC | 0.16% | Reduce -0.9% | 433,333 | $13.0M |
| Frontier Asset Management, LLC | 4.32% | Reduce -7.5% | 396,280 | $11.9M |
| Sage Private Wealth Group, LLC | 9.47% | Add +5.1% | 374,412 | $11.3M |
| Beacon Harbor Wealth Advisors, Inc. | 2.71% | New | 346,715 | $10.4M |
| Savant Capital, LLC | 0.09% | Reduce -0.8% | 296,314 | $8.9M |
| New York Life Investment Management LLC | 0.09% | Add +74.2% | 292,707 | $8.8M |
| ALM First Financial Advisors, LLC | 2.34% | No change | 270,000 | $8.1M |
| FWG Holdings, LLC | 3.81% | Add +7.3% | 256,664 | $7.6M |
| Austin Wealth Management, LLC | 1.75% | Add +9.8% | 247,261 | $7.5M |
| Innova Wealth Partners | 4.81% | Add +64.2% | 223,631 | $6.7M |
| Commonwealth Equity Services, LLC | 0.01% | Add +1.1% | 217,543 | $6.5M |
| Leelyn Smith, LLC | 1.24% | Add +16.0% | 214,268 | $6.4M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Reduce -0.0% | 211,978 | $6.4M |
| Empire Financial Management Company, LLC | 1.95% | Reduce -10.0% | 196,457 | $5.9M |
| Q3 Asset Management | 1.33% | New | 199,030 | $5.9M |
| Raymond James Financial Services Advisors, Inc. | 0.01% | Add +1.6% | 189,593 | $5.7M |
| Avestar Capital, LLC | 0.61% | Add +9.9% | 183,020 | $5.5M |
| Cetera Investment Advisers | 0.01% | Add +6.5% | 162,537 | $4.9M |
| Sound Financial Strategies Group, LLC | 4.18% | Reduce -4.5% | 159,841 | $4.8M |
| CSS LLC | 0.99% | Add +17.1% | 150,864 | $4.5M |
| Professional Financial Advisors, LLC | 1.20% | Add +1.1% | 144,867 | $4.4M |
| Stansberry Asset Management, LLC | 0.60% | New | 142,807 | $4.3M |
| Equitable Holdings, Inc. | 0.04% | Add +25.2% | 135,092 | $4.1M |
| Longview Financial Advisors, Inc. | 2.85% | Add +2.6% | 124,520 | $3.7M |
| Private Advisor Group, LLC | 0.02% | Add +34.5% | 101,597 | $3.1M |
| HighTower Advisors, LLC | 0.00% | Add +13.9% | 100,199 | $3.0M |
| MML Investors Services, LLC | 0.01% | Add +44.4% | 92,797 | $2.8M |
| E&G Advisors, LLC | 0.80% | Add +5.7% | 90,442 | $2.7M |
| Captrust Financial Advisors | 0.01% | Add +6.3% | 89,964 | $2.7M |
| Osaic Holdings, Inc. | 0.01% | Reduce -73.9% | 84,852 | $2.6M |
| Optivise Advisory Services LLC | 1.29% | — | 79,372 | $2.4M |
| CoreCap Advisors, LLC | 0.24% | Reduce -48.3% | 78,167 | $2.3M |
| Fermata Advisors, LLC | 0.54% | Reduce -7.2% | 78,030 | $2.3M |
| Rockefeller Capital Management L.P. | 0.01% | Add +24.1% | 75,467 | $2.3M |
| Canal Capital Management, LLC | 0.36% | Add +106.2% | 69,815 | $2.1M |
| GeoWealth Management, LLC | 0.09% | Add +92.1% | 68,991 | $2.1M |
| Flow Traders U.S. LLC | 0.10% | New | 67,488 | $2.0M |
| Sowell Financial Services LLC | 0.10% | Reduce -8.4% | 67,034 | $2.0M |
| Dynamic Advisor Solutions LLC | 0.06% | Add +11.2% | 65,037 | $2.0M |
| Midwest Financial Group LLC | 1.22% | Add +1.9% | 63,991 | $1.9M |
| Integrated Advisors Network LLC | 0.10% | Add +254.9% | 62,763 | $1.9M |
| IFP Advisors, Inc | 0.07% | Reduce -3.3% | 61,794 | $1.9M |
| Mariner, LLC | 0.00% | Reduce -0.2% | 51,080 | $1.5M |
| RHS Financial, LLC | 0.90% | Reduce -1.5% | 49,202 | $1.5M |
| Renaissance Technologies | 0.00% | New | 47,976 | $1.4M |
| Sterneck Capital Management, LLC | 0.82% | Add +0.8% | 47,787 | $1.4M |
| Trajan Wealth LLC | 0.09% | Reduce -26.6% | 45,013 | $1.4M |
| Wedbush Securities Inc. | 0.05% | Add +12.1% | 44,403 | $1.3M |
| TriaGen Wealth Management LLC | 0.51% | Add +75.1% | 43,710 | $1.3M |
| Thor Investment Management Inc. /Oh/ | 1.01% | Add +0.2% | 42,850 | $1.3M |
| MAI Capital Management | 0.01% | Reduce -9.4% | 40,855 | $1.2M |
| Twelve Points Wealth Management LLC | 0.43% | Add +7.2% | 40,378 | $1.2M |
| Visionary Wealth Advisors | 0.08% | Add +40.9% | 39,726 | $1.2M |
| Perigon Wealth Management, LLC | 0.03% | Reduce -7.1% | 39,530 | $1.2M |
| Farther Finance Advisors, LLC | 0.05% | Add +0.3% | 36,626 | $1.1M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +26.2% | 36,718 | $1.1M |
| Bank of America Corp. | 0.00% | Add +631.7% | 34,952 | $1.1M |
| National Bank of Canada | 0.00% | Add +12.3% | 35,016 | $990K |
| Meridian Wealth Management, LLC | 0.11% | New | 31,690 | $953K |
| Advisory Services Network, LLC | 0.02% | Add +16.9% | 31,334 | $942K |
| Stifel Financial Corp. | 0.00% | Add +5.0% | 30,386 | $913K |
| RFG Advisory, LLC | 0.03% | New | 29,724 | $894K |
| Virtue Capital Management, LLC | 0.15% | Reduce -3.3% | 29,787 | $881K |
| ORG Partners LLC | 0.10% | New | 27,554 | $839K |
| West Michigan Advisors, LLC | 0.27% | New | 27,751 | $834K |
| Relative Value Partners Group, LLC | 0.10% | New | 26,330 | $791K |
| Lake Street Private Wealth, LLC | 0.10% | Add +3.1% | 26,330 | $791K |
| Bank Julius Baer & Co. Ltd, Zurich | 0.00% | New | 23,408 | $783K |
| Ancora Advisors LLC | 0.02% | Reduce -1.1% | 25,188 | $757K |
| Ausdal Financial Partners, Inc. | 0.08% | Reduce -0.1% | 25,001 | $752K |
| Signature Estate & Investment Advisors LLC | 0.02% | New | 24,497 | $736K |
| City Center Advisors, LLC | 0.87% | No change | 25,659 | $736K |
| Retirement Financial Solutions, LLC | 0.35% | Add +16.4% | 24,472 | $736K |
| Janiczek Wealth Management, LLC | 0.15% | Add +3.6% | 23,918 | $719K |
| VitalStone Financial, LLC | 0.52% | Add +110.1% | 23,918 | $719K |
| Arete Wealth Advisors, LLC | 0.05% | Reduce -8.8% | 21,861 | $657K |
| Orion Porfolio Solutions, LLC | 0.01% | Reduce -11.0% | 21,805 | $655K |
| Orion Portfolio Solutions, LLC | 0.01% | Reduce -11.0% | 21,805 | $655K |
| Worth Asset Management, LLC | 0.39% | Add +27.2% | 21,716 | $653K |
| Strategic Blueprint, LLC | 0.04% | Add +0.4% | 20,739 | $623K |
| Gallagher Fiduciary Advisors, LLC | 0.14% | Add +0.1% | 20,600 | $619K |
| AQR Capital Management | 0.00% | Add +13.1% | 19,786 | $595K |
| Creative Planning | 0.00% | Reduce -5.8% | 19,038 | $572K |
| Rainey & Randall Wealth Advisors Inc. | 0.13% | Add +28.0% | 18,731 | $563K |
| Financial Advocates Investment Management | 0.03% | Reduce -7.1% | 17,960 | $540K |
| Ethos Financial Group, LLC | 0.09% | Reduce -6.3% | 17,662 | $529K |
"% of holder's portfolio" is DBMF's weight in each manager's 13F, not the share of Imgp Dbi MFT STR ETF-Usd Inc. the manager owns.