Imgp Dbi MFT STR ETF-UsdDBMFETF

13F holders, Q1 2025 (March 31)
189holders
32new positions
28sold out
3famous investors
$25.27avg. 13F price*

At the end of Q1 2025, 189 institutions reported holding Imgp Dbi MFT STR ETF-Usd Inc. (DBMF) in their 13F filings, unchanged from Q4 2024. 32 opened new positions and 28 sold out. The largest holders were LPL Financial LLC ($124.0M), Cwm, LLC ($70.2M) and Morgan Stanley ($59.6M). 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 (Q1 2025)
CUSIP
53700T827
Latest filing quarter
Q2 2026

History

Number of 13F holders

0100200300400 Q1 2024: 139Q1 2024Q2 2024: 155Q2 2024Q3 2024: 158Q3 2024Q4 2024: 189Q4 2024Q1 2025: 189Q1 2025Q2 2025: 190Q2 2025Q3 2025: 192Q3 2025Q4 2025: 241Q4 2025Q1 2026: 300Q1 2026Q2 2026: 328Q2 2026

Total Exit/New Position Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions32$42.0M
Exits28$52.4M

All 13F filers, Q4 2024 → Q1 2025: 9,659,827 shares bought and 11,232,119 shares sold, net −1,572,292 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 189 holders

LPL Financial LLC 0.05% Add +1580.4% 4,907,416 $124.0M
Cwm, LLC 0.28% Add +12.7% 2,779,372 $70.2M
Morgan Stanley 0.00% Add +17.8% 2,360,191 $59.6M
Northwestern Mutual Wealth Management Co. 0.04% Add +47.8% 1,973,666 $49.9M
Naviter Wealth, LLC 5.72% Reduce -0.3% 1,851,764 $47.2M
Goldstein Advisors, LLC 4.45% Add +24.0% 1,203,999 $30.4M
Litman Gregory Wealth Management LLC 2.56% Reduce -20.5% 1,180,213 $29.8M
Cardinal Point Capital Management ULC 2.53% Add +2.3% 1,087,845 $27.5M
Raymond James Financial Inc. 0.01% Add +166.5% 829,680 $21.0M
OneDigital Investment Advisors LLC 0.21% Reduce -4.2% 696,741 $17.6M
Commonwealth Equity Services, LLC 0.02% Add +18.1% 670,739 $16.9M
Envestnet Asset Management Inc. 0.00% Reduce -55.0% 592,474 $15.0M
Summit Wealth & Retirement Planning, Inc. 4.36% Add +2.1% 563,590 $14.2M
Valmark Advisers, Inc. 0.19% Reduce -2.3% 494,835 $12.5M
ALM First Financial Advisors, LLC 2.73% Add +9.3% 472,305 $11.9M
Savant Capital, LLC 0.10% Add +3.3% 457,502 $11.6M
Austin Wealth Management, LLC 2.29% Add +19.7% 451,674 $11.4M
Private Advisor Group, LLC 0.07% Add +33.5% 429,412 $10.8M
Sage Private Wealth Group, LLC 8.02% Add +0.5% 419,089 $10.6M
Evelyn Partners Asset Management Ltd 2.86% Add +3.7% 406,971 $10.3M
New York Life Investment Management LLC 0.10% Add +48.3% 398,859 $10.1M
Wells Fargo & Company 0.00% Reduce -42.5% 391,388 $9.9M
Family Investment Center, Inc. 2.18% Reduce -23.6% 353,893 $8.9M
IAG Wealth Partners, LLC 1.36% New 345,912 $8.7M
Rainey & Randall Wealth Advisors Inc. 1.59% Add +0.7% 322,537 $8.1M
Truist Financial Corp. 0.01% Add +1.3% 317,068 $8.0M
Fortitude Family Office, LLC 2.81% Add +32.3% 310,885 $7.9M
Advisor Resource Council 0.54% New 273,855 $6.7M
Axxcess Wealth Management, LLC 0.18% Add +3.2% 254,561 $6.4M
Leelyn Smith, LLC 1.14% Add +12.0% 253,261 $6.4M
JPMorgan Chase & Co. 0.00% Reduce -95.8% 239,316 $6.0M
A&I Financial Services, LLC 3.71% Add +29.8% 216,745 $5.5M
Principia Wealth Advisory, LLC 5.16% Add +12.3% 213,149 $5.4M
Cambridge Investment Research Advisors, Inc. 0.02% Reduce -12.5% 210,679 $5.3M
Empire Financial Management Company, LLC 1.61% Reduce -0.2% 205,657 $5.2M
CSS LLC 1.02% Add +12.8% 201,685 $5.1M
Astor Investment Management LLC 2.48% Reduce -40.8% 184,739 $4.7M
Capitolis Liquid Global Markets LLC 0.04% New 182,100 $4.6M
Baird Financial Group, Inc. 0.01% Add +5.8% 175,950 $4.4M
Farther Finance Advisors, LLC 0.11% Add +321.7% 172,893 $4.4M
Equitable Holdings, Inc. 0.04% Add +16.7% 167,409 $4.2M
Professional Financial Advisors, LLC 1.06% Add +6.2% 165,658 $4.2M
Cetera Investment Advisers 0.01% Add +0.9% 158,607 $4.0M
Upper Left Wealth Management, LLC 2.75% New 151,882 $3.8M
Longview Financial Advisors, Inc. 3.20% Add +14.8% 147,758 $3.7M
HighTower Advisors, LLC 0.01% Add +2.8% 146,742 $3.7M
Avestar Capital, LLC 0.35% Reduce -15.6% 144,437 $3.6M
Tidal Investments LLC 0.03% New 140,858 $3.6M
Frontier Asset Management, LLC 0.94% Reduce -57.8% 128,816 $3.3M
CoreCap Advisors, LLC 0.14% Add +50.7% 125,313 $3.2M
Evelyn Partners Investment Management Services Ltd 0.51% Add +0.2% 124,142 $3.1M
Scarborough Advisors, LLC 0.43% Reduce -0.4% 120,916 $3.1M
Atria Investments, Inc 0.04% Reduce -33.6% 120,137 $3.0M
Stansberry Asset Management, LLC 0.38% Reduce -5.0% 119,334 $3.0M
GTS Securities LLC 0.13% New 116,267 $2.9M
Live Oak Investment Partners 2.31% New 115,766 $2.9M
Fermata Advisors, LLC 0.52% Add +6.3% 112,972 $2.9M
Sanctuary Advisors, LLC 0.02% Reduce -18.4% 110,792 $2.8M
Captrust Financial Advisors 0.01% Add +10.4% 100,390 $2.5M
MKD Wealth Coaches, LLC 2.64% Add +3.5% 92,427 $2.3M
Fairman Group, LLC 1.95% Reduce -22.7% 86,255 $2.1M
Entrewealth, LLC 1.62% Add +44.3% 83,639 $2.1M
Wealth Enhancement Advisory Services, LLC 0.00% Add +82.0% 82,765 $2.1M
TriaGen Wealth Management LLC 0.70% Add +30.1% 79,103 $2.0M
Hilltop Holdings Inc. 0.12% Reduce -0.7% 76,007 $1.9M
E&G Advisors, LLC 0.54% Reduce -1.9% 75,382 $1.9M
Dynamic Advisor Solutions LLC 0.06% Reduce -5.6% 69,887 $1.8M
Midwest Financial Group LLC 1.01% Add +1.4% 68,639 $1.7M
Optivise Advisory Services LLC 0.96% Reduce -9.8% 67,802 $1.7M
Twelve Points Wealth Management LLC 0.46% Reduce -12.8% 66,797 $1.7M
Howard Bailey Securities, LLC 0.54% Add +8.7% 64,430 $1.6M
MML Investors Services, LLC 0.01% Reduce -68.1% 63,851 $1.6M
Mariner, LLC 0.00% Add +662.3% 58,876 $1.5M
NewEdge Advisors, LLC 0.01% Add +119.3% 56,117 $1.4M
RHS Financial, LLC 0.75% Add +8.4% 53,155 $1.3M
Ancora Advisors LLC 0.03% Reduce -3.3% 51,491 $1.3M
Visionary Wealth Advisors 0.08% Add +2.7% 50,817 $1.3M
IFG Advisory, LLC 0.07% New 50,394 $1.3M
Royal Bank of Canada 0.00% Reduce -96.3% 48,436 $1.2M
Quadrature Capital Ltd 0.03% New 47,973 $1.2M
MAI Capital Management 0.01% Add +1.1% 47,217 $1.2M
Stifel Financial Corp. 0.00% Add +0.2% 45,272 $1.1M
Legacy Capital Group California, Inc. 0.39% Reduce -39.1% 44,703 $1.1M
Sterneck Capital Management, LLC 0.59% Add +4.7% 43,319 $1.1M
Thor Investment Management Inc. /Oh/ 0.80% Add +0.3% 42,962 $1.1M
Matrix Trust Co 0.18% Add +41.0% 41,628 $1.1M
Canal Capital Management, LLC 0.17% Reduce -55.1% 39,916 $1.0M
Savvy Advisors, Inc. 0.10% Add +14.7% 38,617 $975K
Renaissance Technologies 0.00% Reduce -32.3% 38,600 $975K
National Bank of Canada 0.00% Add +6.8% 36,444 $920K
City Center Advisors, LLC 1.07% Add +8.2% 36,184 $914K
Susquehanna International Group, LLP 0.00% New 34,221 $864K
Bank of America Corp. 0.00% Add +188.9% 31,986 $808K
Cerity Partners LLC 0.00% Reduce -3.0% 30,808 $778K
Innova Wealth Partners 0.48% Reduce -74.6% 30,386 $768K
AmeriServ Wealth Advisors 0.44% New 30,066 $759K
Trajan Wealth LLC 0.04% Reduce -15.3% 29,917 $756K
Virtue Capital Management, LLC 0.09% New 29,703 $751K
Elyxium Wealth, LLC 0.32% New 28,543 $721K
Exchange Traded Concepts, LLC 0.01% Reduce -6.4% 27,016 $682K

"% 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.

Show all 189 holders