Imgp Dbi MFT STR ETF-UsdDBMFETF
13F holders, Q3 2024 (September 30)158holders +3
20new positions
19sold out
2famous investors
$28.12avg. 13F price*
At the end of Q3 2024, 158 institutions reported holding Imgp Dbi MFT STR ETF-Usd Inc. (DBMF) in their 13F filings, up 3 from Q2 2024. 20 opened new positions and 19 sold out. The largest holders were Cwm, LLC ($57.1M), Envestnet Asset Management Inc. ($55.3M) and Naviter Wealth, LLC ($47.4M). 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 (Q3 2024)
- CUSIP
- 53700T827
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 20 | $25.7M |
| Exits | 19 | $29.1M |
All 13F filers, Q2 2024 → Q3 2024: 3,735,302 shares bought and 5,628,992 shares sold, net −1,893,690 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 158 holders
| Cwm, LLC | 0.25% | Add +43.0% | 2,028,633 | $57.1M |
| Envestnet Asset Management Inc. | 0.02% | Add +3.7% | 1,964,777 | $55.3M |
| Naviter Wealth, LLC | 6.60% | Add +3.0% | 1,684,500 | $47.4M |
| Northwestern Mutual Wealth Management Co. | 0.03% | Add +32.3% | 1,330,779 | $37.4M |
| Morgan Stanley | 0.00% | Add +72.8% | 1,146,595 | $32.3M |
| Goldstein Advisors, LLC | 4.44% | Add +3.2% | 1,037,861 | $29.2M |
| Cardinal Point Capital Management ULC | 4.87% | Add +3.0% | 1,037,835 | $29.2M |
| Litman Gregory Wealth Management LLC | 2.32% | Add +7.9% | 986,087 | $27.7M |
| Summit Wealth & Retirement Planning, Inc. | 5.97% | Add +3.3% | 664,714 | $18.7M |
| OneDigital Investment Advisors LLC | 0.20% | Add +46.4% | 634,210 | $17.8M |
| Valmark Advisers, Inc. | 0.25% | Reduce -7.2% | 556,877 | $15.7M |
| Family Investment Center, Inc. | 3.11% | Reduce -22.1% | 440,137 | $12.4M |
| Sage Private Wealth Group, LLC | 8.70% | Add +4.9% | 392,655 | $11.0M |
| Frontier Asset Management, LLC | 3.58% | Reduce -2.9% | 384,812 | $10.8M |
| JPMorgan Chase & Co. | 0.00% | Reduce -88.7% | 368,610 | $10.4M |
| ALM First Financial Advisors, LLC | 2.56% | Add +36.0% | 367,064 | $10.3M |
| Savant Capital, LLC | 0.09% | Add +22.9% | 364,196 | $10.2M |
| Austin Wealth Management, LLC | 1.96% | Add +29.4% | 319,838 | $8.9M |
| LPL Financial LLC | 0.00% | Reduce -42.3% | 311,066 | $8.8M |
| New York Life Investment Management LLC | 0.08% | Add +2.3% | 299,312 | $8.4M |
| Truist Financial Corp. | 0.01% | New | 274,731 | $7.7M |
| FWG Holdings, LLC | 3.47% | Reduce -0.3% | 256,002 | $7.0M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Add +17.0% | 248,077 | $7.0M |
| Commonwealth Equity Services, LLC | 0.01% | Add +6.1% | 230,834 | $6.5M |
| Private Advisor Group, LLC | 0.04% | Add +126.6% | 230,208 | $6.5M |
| Leelyn Smith, LLC | 1.15% | Add +5.7% | 226,396 | $6.4M |
| FMA Wealth Management, LLC | 4.30% | New | 210,516 | $5.9M |
| Composition Wealth, LLC | 0.14% | Reduce -82.4% | 210,019 | $5.9M |
| Raymond James Financial Services Advisors, Inc. | 0.01% | Add +7.2% | 203,323 | $5.7M |
| MML Investors Services, LLC | 0.02% | Add +118.5% | 202,782 | $5.7M |
| Empire Financial Management Company, LLC | 1.73% | Add +1.6% | 199,589 | $5.6M |
| Cetera Investment Advisers | 0.01% | Add +11.9% | 181,824 | $5.1M |
| Avestar Capital, LLC | 0.54% | Reduce -4.0% | 175,631 | $4.9M |
| Sound Financial Strategies Group, LLC | 3.60% | Reduce -0.4% | 159,175 | $4.5M |
| CSS LLC | 0.78% | Add +1.3% | 152,864 | $4.3M |
| Professional Financial Advisors, LLC | 1.05% | Reduce -0.3% | 144,508 | $4.1M |
| Stansberry Asset Management, LLC | 0.51% | Reduce -5.7% | 134,675 | $3.8M |
| HighTower Advisors, LLC | 0.01% | Add +22.5% | 122,787 | $3.5M |
| Equitable Holdings, Inc. | 0.03% | Reduce -9.3% | 122,518 | $3.4M |
| Longview Financial Advisors, Inc. | 2.52% | Reduce -1.8% | 122,309 | $3.4M |
| CoreCap Advisors, LLC | 0.15% | Add +45.7% | 113,913 | $3.2M |
| Sanctuary Advisors, LLC | 0.02% | New | 113,181 | $3.1M |
| Renaissance Technologies | 0.00% | Add +119.7% | 105,400 | $3.0M |
| Captrust Financial Advisors | 0.01% | Add +8.0% | 97,199 | $2.7M |
| Hilltop Holdings Inc. | 0.18% | New | 96,464 | $2.7M |
| Canal Capital Management, LLC | 0.41% | Add +31.5% | 91,806 | $2.6M |
| E&G Advisors, LLC | 0.71% | Add +0.4% | 90,802 | $2.6M |
| Fermata Advisors, LLC | 0.48% | Add +6.7% | 83,231 | $2.3M |
| Sowell Financial Services LLC | 0.10% | Add +18.6% | 79,519 | $2.2M |
| Rockefeller Capital Management L.P. | 0.01% | Add +5.3% | 79,508 | $2.2M |
| Optivise Advisory Services LLC | 1.18% | Add +0.1% | 79,434 | $2.2M |
| Dynamic Advisor Solutions LLC | 0.06% | Add +9.9% | 71,476 | $2.0M |
| Midwest Financial Group LLC | 1.08% | Add +1.9% | 65,173 | $1.8M |
| TriaGen Wealth Management LLC | 0.52% | Add +25.1% | 54,673 | $1.5M |
| Wedbush Securities Inc. | 0.05% | Add +18.2% | 52,486 | $1.5M |
| Osaic Holdings, Inc. | 0.00% | Reduce -38.9% | 51,817 | $1.5M |
| RHS Financial, LLC | 0.73% | Add +4.3% | 51,302 | $1.4M |
| Mariner, LLC | 0.00% | Reduce -0.2% | 50,979 | $1.4M |
| Howard Bailey Securities, LLC | 0.51% | — | 47,665 | $1.3M |
| Royal Bank of Canada | 0.00% | Add +878.9% | 46,596 | $1.3M |
| Baird Financial Group, Inc. | 0.00% | New | 45,659 | $1.3M |
| Twelve Points Wealth Management LLC | 0.40% | Add +11.1% | 44,856 | $1.3M |
| MAI Capital Management | 0.01% | Add +9.6% | 44,795 | $1.3M |
| Visionary Wealth Advisors | 0.08% | Add +10.9% | 44,051 | $1.2M |
| Sterneck Capital Management, LLC | 0.65% | Reduce -10.1% | 42,977 | $1.2M |
| Thor Investment Management Inc. /Oh/ | 0.88% | No change | 42,850 | $1.2M |
| Farther Finance Advisors, LLC | 0.04% | Add +4.0% | 38,098 | $1.1M |
| Trajan Wealth LLC | 0.06% | Reduce -15.7% | 37,937 | $1.1M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -5.6% | 34,660 | $975K |
| National Bank of Canada | 0.00% | Reduce -2.2% | 34,236 | $963K |
| Stifel Financial Corp. | 0.00% | Add +12.1% | 34,056 | $958K |
| Advisory Services Network, LLC | 0.02% | No change | 31,334 | $942K |
| Rainey & Randall Wealth Advisors Inc. | 0.19% | Add +68.9% | 31,629 | $890K |
| AQR Capital Management | 0.00% | Add +51.7% | 30,023 | $845K |
| Meridian Wealth Management, LLC | 0.04% | Reduce -8.8% | 28,910 | $813K |
| West Michigan Advisors, LLC | 0.24% | Add +2.5% | 28,431 | $800K |
| Nwam LLC | 0.05% | New | 27,416 | $771K |
| City Center Advisors, LLC | 0.83% | Add +3.2% | 26,481 | $745K |
| Lake Street Private Wealth, LLC | 0.12% | Reduce -0.1% | 26,299 | $740K |
| Burt Wealth Advisors | 0.18% | New | 25,601 | $720K |
| Trek Financial, LLC | 0.05% | New | 25,225 | $710K |
| Ancora Advisors LLC | 0.02% | No change | 25,188 | $709K |
| Retirement Financial Solutions, LLC | 0.31% | Add +2.4% | 25,049 | $705K |
| Ausdal Financial Partners, Inc. | 0.07% | No change | 25,001 | $703K |
| IFP Advisors, Inc | 0.03% | Reduce -60.0% | 24,686 | $694K |
| Advisor Resource Council | 0.30% | New | 23,492 | $661K |
| Ascentis Wealth Management, LLC | 0.24% | — | 23,027 | $648K |
| Signature Estate & Investment Advisors LLC | 0.01% | Reduce -7.3% | 22,701 | $639K |
| Proactive Wealth Strategies LLC | 0.35% | — | 22,163 | $623K |
| Bank of Montreal | 0.00% | New | 21,709 | $612K |
| Strategic Blueprint, LLC | 0.04% | Add +2.3% | 21,223 | $597K |
| RFG Advisory, LLC | 0.02% | Reduce -29.5% | 20,946 | $589K |
| Orion Porfolio Solutions, LLC | 0.01% | Reduce -5.1% | 20,691 | $582K |
| Orion Portfolio Solutions, LLC | 0.01% | Reduce -5.1% | 20,691 | $582K |
| Ethos Financial Group, LLC | 0.09% | Add +12.9% | 19,935 | $559K |
| Arete Wealth Advisors, LLC | 0.05% | Reduce -10.7% | 19,529 | $548K |
| Creative Planning | 0.00% | Add +0.7% | 19,172 | $539K |
| Raymond James & Associates | 0.00% | New | 18,588 | $523K |
| Financial Advocates Investment Management | 0.03% | Reduce -1.3% | 17,727 | $499K |
| Oppenheimer & Co. Inc. | 0.01% | Add +23.2% | 17,326 | $487K |
| VitalStone Financial, LLC | 0.31% | Reduce -31.7% | 16,331 | $459K |
| Citigroup Inc. | 0.00% | Add +56.2% | 15,631 | $440K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +79.1% | 15,365 | $432K |
| Integrated Advisors Network LLC | 0.02% | Reduce -76.8% | 14,530 | $409K |
| Verum Partners LLC | 0.12% | Reduce -13.0% | 14,230 | $400K |
| Pinnacle Family Advisors, LLC | 0.20% | Add +15.3% | 13,972 | $393K |
| Bank of America Corp. | 0.00% | Reduce -60.3% | 13,879 | $390K |
| Trilogy Capital Inc. | 0.02% | Reduce -2.2% | 13,782 | $388K |
| Fairman Group, LLC | 0.35% | Add +778.7% | 13,769 | $387K |
| Brookstone Capital Management | 0.01% | Add +11.3% | 13,087 | $368K |
| Mgo One Seven LLC | 0.02% | Add +15.2% | 12,906 | $363K |
| Avantax Advisory Services, Inc. | 0.00% | Add +8.1% | 12,134 | $341K |
| Atria Investments, Inc | 0.00% | Add +6.3% | 11,911 | $335K |
| NewEdge Advisors, LLC | 0.00% | Reduce -14.7% | 11,801 | $332K |
| Marex Group Ltd | 0.01% | New | 11,400 | $321K |
| Perigon Wealth Management, LLC | 0.01% | Reduce -72.4% | 10,924 | $307K |
| LFA - Lugano Financial Advisors SA | 0.18% | No change | 9,600 | $270K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -19.3% | 9,595 | $270K |
| Smart Portfolios, LLC | 0.27% | New | 9,579 | $269K |
| Columbus Macro, LLC | 0.09% | Reduce -0.0% | 9,174 | $254K |
| Wealthcare Advisory Partners LLC | 0.01% | Add +6.2% | 8,349 | $235K |
| Jaffetilchin Investment Partners, LLC | 0.02% | Add +0.8% | 8,075 | $227K |
| UBS Group AG | 0.00% | Add +101.5% | 8,000 | $225K |
| Atria Wealth Solutions, Inc. | 0.00% | Reduce -14.9% | 7,937 | $223K |
| EverSource Wealth Advisors, LLC | 0.01% | Add +0.0% | 7,878 | $222K |
| Axxcess Wealth Management, LLC | 0.01% | Reduce -39.4% | 7,638 | $215K |
| Moors & Cabot, Inc. | 0.01% | New | 7,500 | $211K |
| Cresset Asset Management, LLC | 0.00% | Reduce -33.2% | 7,455 | $210K |
| Brighton Jones LLC | 0.01% | Add +1.1% | 7,410 | $208K |
| ORG Partners LLC | 0.03% | Reduce -74.2% | 7,114 | $200K |
| Hobbs Group Advisors, LLC | 0.06% | Reduce -2.5% | 5,823 | $164K |
| Matrix Trust Co | 0.02% | New | 3,948 | $111K |
| Castleview Partners, LLC | 0.05% | Reduce -60.6% | 2,967 | $83K |
| Private Trust Co. NA | 0.01% | No change | 2,315 | $65K |
| PNC Financial Services Group, Inc. | 0.00% | Add +11.6% | 2,009 | $57K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 1,892 | $53K |
| Comerica Bank | 0.00% | Add +80.6% | 1,528 | $43K |
| Concourse Financial Group Securities, Inc. | 0.00% | Add +0.0% | 1,500 | $42K |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +1.6% | 1,201 | $34K |
| Householder Group Estate & Retirement Specialist, LLC | 0.01% | Reduce -26.4% | 1,191 | $33K |
| Harvest Fund Management Co., Ltd | 0.00% | Reduce -90.0% | 1,053 | $30K |
| US Bancorp \de | 0.00% | New | 1,039 | $29K |
| Global Retirement Partners, LLC | 0.00% | Add +0.8% | 740 | $21K |
| WFA of San Diego, LLC | 0.02% | No change | 689 | $19K |
| Creekmur Asset Management LLC | 0.00% | Reduce -77.0% | 680 | $19K |
| Deane Retirement Strategies, Inc. | 0.01% | New | 383 | $11K |
| Harbour Investments, Inc. | 0.00% | No change | 376 | $11K |
| Avior Wealth Management, LLC | 0.00% | Reduce -22.0% | 348 | $10K |
| Northwest Capital Management Inc | 0.00% | New | 230 | $6K |
| Simplex Trading, LLC | 0.00% | Reduce -55.6% | 227 | $6K |
| Tsfg, LLC | 0.00% | Add +1.0% | 103 | $3K |
| Sunbelt Securities, Inc. | 0.00% | New | 64 | $2K |
| Legend Financial Advisors, Inc. | 0.00% | Add +65.7% | 58 | $2K |
| Blue Trust, Inc. | 0.00% | No change | 50 | $2K |
| SWAN Capital LLC | 0.00% | New | 30 | $851 |
| Clear Point Advisors Inc. | 0.00% | No change | 26 | $730 |
| GeoWealth Management, LLC | 0.00% | Reduce -100.0% | 16 | $450 |
| FMR LLC | 0.00% | Reduce -20.0% | 4 | $113 |
"% 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.