Imgp Dbi MFT STR ETF-UsdDBMFETF
13F holders, Q4 2024 (December 31)189holders +31
36new positions
15sold out
3famous investors
$26.17avg. 13F price*
At the end of Q4 2024, 189 institutions reported holding Imgp Dbi MFT STR ETF-Usd Inc. (DBMF) in their 13F filings, up 31 from Q3 2024. 36 opened new positions and 15 sold out. The largest holders were JPMorgan Chase & Co. ($148.3M), Cwm, LLC ($64.5M) and Morgan Stanley ($52.4M). 3 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Ken Griffin (0.0% of Citadel Advisors'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 (Q4 2024)
- CUSIP
- 53700T827
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 36 | $82.4M |
| Exits | 15 | $12.7M |
All 13F filers, Q3 2024 → Q4 2024: 13,905,062 shares bought and 1,882,182 shares sold, net +12,022,880 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 189 holders
| JPMorgan Chase & Co. | 0.01% | Add +1438.0% | 5,669,140 | $148.3M |
| Cwm, LLC | 0.27% | Add +21.6% | 2,466,570 | $64.5M |
| Morgan Stanley | 0.00% | Add +74.7% | 2,002,971 | $52.4M |
| Naviter Wealth, LLC | 5.86% | Add +10.3% | 1,857,242 | $48.6M |
| Litman Gregory Wealth Management LLC | 3.37% | Add +50.6% | 1,484,932 | $38.8M |
| Northwestern Mutual Wealth Management Co. | 0.03% | Add +0.3% | 1,335,306 | $34.9M |
| Royal Bank of Canada | 0.01% | Add +2732.6% | 1,319,898 | $34.5M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -33.1% | 1,315,292 | $34.4M |
| Parcion Private Wealth LLC | 2.43% | New | 1,216,261 | $31.8M |
| Cardinal Point Capital Management ULC | 4.42% | Add +2.5% | 1,063,256 | $27.8M |
| Goldstein Advisors, LLC | 3.69% | Reduce -6.5% | 970,957 | $25.4M |
| OneDigital Investment Advisors LLC | 0.22% | Add +14.6% | 727,030 | $19.0M |
| Wells Fargo & Company | 0.00% | New | 680,216 | $17.8M |
| Commonwealth Equity Services, LLC | 0.02% | Add +145.9% | 567,703 | $14.9M |
| Summit Wealth & Retirement Planning, Inc. | 4.47% | Reduce -16.9% | 552,124 | $14.4M |
| Valmark Advisers, Inc. | 0.21% | Reduce -9.1% | 506,268 | $13.2M |
| Family Investment Center, Inc. | 3.07% | Add +5.3% | 463,237 | $12.1M |
| Savant Capital, LLC | 0.09% | Add +21.6% | 442,787 | $11.6M |
| ALM First Financial Advisors, LLC | 2.67% | Add +17.7% | 432,128 | $11.3M |
| Sage Private Wealth Group, LLC | 8.19% | Add +6.2% | 417,169 | $10.9M |
| Evelyn Partners Asset Management Ltd | 2.76% | — | 392,603 | $10.3M |
| Austin Wealth Management, LLC | 2.09% | Add +18.0% | 377,344 | $10.1M |
| Private Advisor Group, LLC | 0.05% | Add +39.8% | 321,786 | $8.4M |
| Rainey & Randall Wealth Advisors Inc. | 1.66% | Add +912.7% | 320,309 | $8.4M |
| Truist Financial Corp. | 0.01% | Add +13.9% | 312,986 | $8.2M |
| Astor Investment Management LLC | 4.18% | New | 311,921 | $8.2M |
| Raymond James Financial Inc. | 0.00% | — | 311,334 | $8.1M |
| Frontier Asset Management, LLC | 2.64% | Reduce -20.6% | 305,355 | $8.0M |
| LPL Financial LLC | 0.00% | Reduce -6.1% | 292,045 | $7.6M |
| New York Life Investment Management LLC | 0.07% | Reduce -10.1% | 268,953 | $7.0M |
| Axxcess Wealth Management, LLC | 0.16% | Add +3129.0% | 246,628 | $6.5M |
| FWG Holdings, LLC | 3.09% | Reduce -5.1% | 243,050 | $6.4M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Reduce -3.0% | 240,755 | $6.3M |
| Fortitude Family Office, LLC | 2.20% | New | 234,959 | $6.1M |
| FMA Wealth Management, LLC | 4.46% | Add +8.8% | 229,079 | $6.0M |
| Leelyn Smith, LLC | 1.05% | Reduce -0.1% | 226,171 | $5.9M |
| Empire Financial Management Company, LLC | 1.68% | Add +3.2% | 205,981 | $5.4M |
| MML Investors Services, LLC | 0.02% | Reduce -1.2% | 200,416 | $5.2M |
| Principia Wealth Advisory, LLC | 4.67% | — | 189,875 | $5.0M |
| Atria Investments, Inc | 0.06% | Add +1418.3% | 180,842 | $4.7M |
| CSS LLC | 0.88% | Add +17.0% | 178,784 | $4.7M |
| Avestar Capital, LLC | 0.41% | Reduce -2.6% | 171,065 | $4.5M |
| A&I Financial Services, LLC | 4.26% | — | 166,945 | $4.4M |
| Baird Financial Group, Inc. | 0.01% | Add +264.2% | 166,279 | $4.3M |
| Cetera Investment Advisers | 0.01% | Reduce -13.5% | 157,212 | $4.1M |
| Professional Financial Advisors, LLC | 1.04% | Add +7.9% | 155,936 | $4.1M |
| Sound Financial Strategies Group, LLC | 3.29% | Reduce -5.3% | 150,670 | $3.9M |
| Equitable Holdings, Inc. | 0.04% | Add +17.1% | 143,433 | $3.8M |
| HighTower Advisors, LLC | 0.01% | Add +16.2% | 142,711 | $3.7M |
| Sanctuary Advisors, LLC | 0.02% | Add +20.0% | 135,800 | $3.6M |
| Longview Financial Advisors, Inc. | 2.65% | Add +5.3% | 128,758 | $3.4M |
| Stansberry Asset Management, LLC | 0.46% | Reduce -6.7% | 125,654 | $3.3M |
| Evelyn Partners Investment Management Services Ltd | 0.57% | — | 123,937 | $3.2M |
| Scarborough Advisors, LLC | 0.45% | New | 121,432 | $3.2M |
| Innova Wealth Partners | 1.97% | New | 119,461 | $3.1M |
| Fairman Group, LLC | 2.40% | Add +710.6% | 111,609 | $2.9M |
| Fermata Advisors, LLC | 0.52% | Add +27.7% | 106,320 | $2.8M |
| Captrust Financial Advisors | 0.01% | Reduce -6.5% | 90,933 | $2.4M |
| MKD Wealth Coaches, LLC | 2.37% | — | 89,347 | $2.3M |
| Canal Capital Management, LLC | 0.38% | Reduce -3.2% | 88,890 | $2.3M |
| CoreCap Advisors, LLC | 0.10% | Reduce -27.0% | 83,173 | $2.2M |
| E&G Advisors, LLC | 0.55% | Reduce -15.4% | 76,852 | $2.0M |
| Twelve Points Wealth Management LLC | 0.58% | Add +70.8% | 76,635 | $2.0M |
| Hilltop Holdings Inc. | 0.13% | Reduce -20.6% | 76,548 | $2.0M |
| Optivise Advisory Services LLC | 1.06% | Reduce -5.4% | 75,135 | $2.0M |
| Dynamic Advisor Solutions LLC | 0.08% | Add +3.5% | 74,007 | $1.9M |
| Legacy Capital Group California, Inc. | 0.59% | New | 73,393 | $1.9M |
| Midwest Financial Group LLC | 1.02% | Add +3.9% | 67,692 | $1.8M |
| Citadel Advisors | 0.00% | New | 64,936 | $1.7M |
| Entrewealth, LLC | 1.51% | — | 57,953 | $1.6M |
| TriaGen Wealth Management LLC | 0.54% | Add +11.2% | 60,796 | $1.6M |
| Howard Bailey Securities, LLC | 0.58% | Add +24.3% | 59,255 | $1.6M |
| Renaissance Technologies | 0.00% | Reduce -45.9% | 57,000 | $1.5M |
| Ancora Advisors LLC | 0.03% | Add +111.3% | 53,232 | $1.4M |
| Visionary Wealth Advisors | 0.08% | Add +12.3% | 49,487 | $1.3M |
| RHS Financial, LLC | 0.66% | Reduce -4.5% | 49,021 | $1.3M |
| MAI Capital Management | 0.01% | Add +4.3% | 46,707 | $1.2M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +31.2% | 45,475 | $1.2M |
| Burt Wealth Advisors | 0.30% | Add +76.5% | 45,192 | $1.2M |
| Stifel Financial Corp. | 0.00% | Add +32.6% | 45,176 | $1.2M |
| Thor Investment Management Inc. /Oh/ | 0.86% | No change | 42,850 | $1.1M |
| Sterneck Capital Management, LLC | 0.58% | Reduce -3.8% | 41,357 | $1.1M |
| Farther Finance Advisors, LLC | 0.04% | Add +7.6% | 40,999 | $1.1M |
| AQR Capital Management | 0.00% | Add +23.8% | 37,154 | $972K |
| Trajan Wealth LLC | 0.05% | Reduce -6.9% | 35,308 | $924K |
| AE Wealth Management LLC | 0.01% | New | 35,169 | $920K |
| National Bank of Canada | 0.00% | Reduce -0.3% | 34,116 | $892K |
| Savvy Advisors, Inc. | 0.11% | New | 33,662 | $881K |
| City Center Advisors, LLC | 0.98% | Add +26.3% | 33,436 | $875K |
| Strategic Blueprint, LLC | 0.05% | Add +56.8% | 33,287 | $871K |
| Cerity Partners LLC | 0.00% | New | 31,762 | $836K |
| Kestra Advisory Services, LLC | 0.00% | Add +210.3% | 29,775 | $779K |
| Matrix Trust Co | 0.13% | Add +647.9% | 29,527 | $772K |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -63.5% | 28,998 | $759K |
| Exchange Traded Concepts, LLC | 0.02% | New | 28,858 | $755K |
| Nwam LLC | 0.05% | Add +2.6% | 28,123 | $736K |
| Lake Street Private Wealth, LLC | 0.11% | Add +1.7% | 26,752 | $700K |
| Signature Estate & Investment Advisors LLC | 0.02% | Add +16.0% | 26,342 | $689K |
| NewEdge Advisors, LLC | 0.00% | Add +116.9% | 25,594 | $670K |
| Ausdal Financial Partners, Inc. | 0.06% | No change | 25,001 | $654K |
| Smart Portfolios, LLC | 0.68% | Add +157.3% | 24,644 | $645K |
| Meridian Wealth Management, LLC | 0.03% | Reduce -16.2% | 24,226 | $634K |
| Verum Partners LLC | 0.17% | Add +56.7% | 22,297 | $583K |
| GeoWealth Management, LLC | 0.02% | Add +137918.8% | 22,083 | $578K |
| Bank of Montreal | 0.00% | Add +1.3% | 21,989 | $575K |
| Proactive Wealth Strategies LLC | 0.29% | Reduce -3.3% | 21,433 | $561K |
| Ethos Financial Group, LLC | 0.07% | Add +5.4% | 21,020 | $548K |
| Citigroup Inc. | 0.00% | Add +32.3% | 20,683 | $541K |
| Osaic Holdings, Inc. | 0.00% | Reduce -60.4% | 20,529 | $537K |
| Orion Porfolio Solutions, LLC | 0.01% | Reduce -1.2% | 20,440 | $535K |
| Orion Portfolio Solutions, LLC | 0.01% | Reduce -1.2% | 20,440 | $535K |
| Ascentis Wealth Management, LLC | 0.19% | Reduce -11.9% | 20,278 | $530K |
| Creative Planning | 0.00% | Add +0.8% | 19,331 | $506K |
| Wedbush Securities Inc. | 0.02% | Reduce -63.6% | 19,124 | $500K |
| Oppenheimer & Co. Inc. | 0.01% | Add +8.8% | 18,855 | $493K |
| Compound Planning, Inc. | 0.02% | New | 18,516 | $484K |
| Legacy Capital Wealth Partners, LLC | 0.12% | New | 18,434 | $482K |
| Financial Advocates Investment Management | 0.03% | Reduce -1.1% | 17,527 | $459K |
| CreativeOne Wealth, LLC | 0.01% | New | 17,222 | $451K |
| Advisory Services Network, LLC | 0.01% | Reduce -45.1% | 17,191 | $450K |
| Altiora Financial Group, LLC | 0.10% | New | 17,163 | $449K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +11.5% | 17,132 | $448K |
| Integrated Advisors Network LLC | 0.02% | Add +14.1% | 16,577 | $434K |
| Retirement Financial Solutions, LLC | 0.23% | Reduce -35.1% | 16,253 | $425K |
| PMV Capital Advisers, LLC | 1.14% | — | 16,241 | $425K |
| Columbus Macro, LLC | 0.06% | Add +75.3% | 16,084 | $421K |
| Pinnacle Family Advisors, LLC | 0.20% | Add +14.0% | 15,924 | $417K |
| Fifth Third Securities, Inc. | 0.03% | New | 15,459 | $404K |
| Arete Wealth Advisors, LLC | 0.03% | Reduce -24.6% | 14,727 | $385K |
| Perennial Investment Advisors, LLC | 0.04% | New | 13,536 | $354K |
| Bank of New York Mellon Corp | 0.00% | New | 12,963 | $339K |
| Trilogy Capital Inc. | 0.02% | Reduce -10.0% | 12,401 | $324K |
| Mgo One Seven LLC | 0.01% | Reduce -9.3% | 11,711 | $306K |
| UBS Group AG | 0.00% | Add +43.8% | 11,500 | $301K |
| Marex Group Ltd | 0.01% | No change | 11,400 | $298K |
| World Equity Group, Inc. | 0.06% | New | 11,190 | $293K |
| Bank of America Corp. | 0.00% | Reduce -20.2% | 11,073 | $290K |
| DAVENPORT & Co LLC | 0.00% | New | 10,995 | $288K |
| Vise Technologies, Inc. | 0.02% | New | 10,870 | $284K |
| Avantax Advisory Services, Inc. | 0.00% | Reduce -13.4% | 10,503 | $275K |
| Castleview Partners, LLC | 0.15% | Add +247.8% | 10,318 | $272K |
| Genesis Wealth Advisors, LLC | 0.23% | — | 10,189 | $267K |
| Drive Wealth Management, LLC | 0.06% | New | 10,000 | $262K |
| LFA - Lugano Financial Advisors SA | 0.16% | No change | 9,600 | $251K |
| Advyzon Investment Management, LLC | 0.10% | — | 9,451 | $247K |
| Fourpath Capital Management, LLC | 0.04% | New | 9,027 | $236K |
| Moors & Cabot, Inc. | 0.01% | Add +16.7% | 8,750 | $229K |
| Wealthcare Advisory Partners LLC | 0.01% | Add +2.1% | 8,525 | $223K |
| Modern Wealth Management, LLC | 0.01% | New | 8,515 | $223K |
| IFP Advisors, Inc | 0.01% | Reduce -66.4% | 8,289 | $217K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | New | 7,972 | $209K |
| EverSource Wealth Advisors, LLC | 0.01% | Reduce -0.3% | 7,852 | $205K |
| Mariner, LLC | 0.00% | Reduce -84.8% | 7,724 | $202K |
| ORG Partners LLC | 0.03% | Add +8.0% | 7,684 | $201K |
| Raleigh Capital Management Inc. | 0.07% | New | 6,656 | $174K |
| Elevation Wealth Partners, LLC | 0.05% | New | 4,580 | $120K |
| Comerica Bank | 0.00% | Add +140.4% | 3,674 | $96K |
| New Wave Wealth Advisors LLC | 0.03% | New | 2,564 | $67K |
| Private Trust Co. NA | 0.01% | Add +6.0% | 2,454 | $64K |
| Stonebridge Financial Group, LLC | 0.01% | — | 2,409 | $63K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 1,892 | $50K |
| Transce3nd, LLC | 0.02% | — | 1,877 | $49K |
| Kestra Investment Management, LLC | 0.00% | New | 1,501 | $39K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 1,201 | $31K |
| Harvest Fund Management Co., Ltd | 0.00% | No change | 1,053 | $28K |
| US Bancorp \de | 0.00% | No change | 1,039 | $27K |
| Quest 10 Wealth Builders, Inc. | 0.02% | — | 930 | $24K |
| Creekmur Asset Management LLC | 0.00% | Reduce -16.9% | 565 | $15K |
| Concourse Financial Group Securities, Inc. | 0.00% | Reduce -66.7% | 500 | $13K |
| Global Retirement Partners, LLC | 0.00% | Reduce -32.7% | 498 | $13K |
| Deane Retirement Strategies, Inc. | 0.01% | Add +6.0% | 406 | $11K |
| Harbour Investments, Inc. | 0.00% | Add +2.9% | 387 | $10K |
| Principal Securities, Inc. | 0.00% | New | 358 | $9K |
| Avior Wealth Management, LLC | 0.00% | No change | 348 | $9K |
| Householder Group Estate & Retirement Specialist, LLC | 0.01% | Reduce -69.3% | 365 | $9K |
| Kozak & Associates, Inc. | 0.00% | New | 338 | $9K |
| Northwest Capital Management Inc | 0.00% | Add +33.9% | 308 | $8K |
| Physician Wealth Advisors, Inc. | 0.00% | New | 300 | $8K |
| FLP Wealth Management, LLC | 0.02% | — | 289 | $8K |
| Mather Group, Llc. | 0.00% | New | 217 | $6K |
| Simplex Trading, LLC | 0.00% | Reduce -0.4% | 226 | $5K |
| New Millennium Group LLC | 0.00% | New | 145 | $4K |
| Tsfg, LLC | 0.00% | Add +3.9% | 107 | $3K |
| Truvestments Capital LLC | 0.00% | New | 82 | $2K |
| Sunbelt Securities, Inc. | 0.00% | No change | 64 | $2K |
| Legend Financial Advisors, Inc. | 0.00% | No change | 58 | $2K |
| Blue Trust, Inc. | 0.00% | No change | 50 | $1K |
| SWAN Capital LLC | 0.00% | Reduce -96.7% | 1 | $34 |
| FMR LLC | 0.00% | Reduce -75.0% | 1 | $26 |
"% 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.