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
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 32 | $42.0M |
| Exits | 28 | $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 |
| Nwam LLC | 0.06% | Reduce -4.7% | 26,811 | $677K |
| Integrated Wealth Concepts LLC | 0.01% | New | 26,694 | $674K |
| Ausdal Financial Partners, Inc. | 0.05% | Add +4.8% | 26,201 | $662K |
| Ascentis Wealth Management, LLC | 0.21% | Add +28.4% | 26,030 | $659K |
| Perennial Investment Advisors, LLC | 0.07% | Add +91.3% | 25,900 | $654K |
| Family Office Research LLC | 0.31% | New | 25,071 | $633K |
| Smart Portfolios, LLC | 0.68% | Add +1.1% | 24,914 | $629K |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -15.3% | 24,552 | $620K |
| Lake Street Private Wealth, LLC | 0.09% | Reduce -15.1% | 22,706 | $574K |
| Retirement Financial Solutions, LLC | 0.22% | Add +39.6% | 22,694 | $573K |
| Citadel Advisors | 0.00% | Reduce -65.4% | 22,479 | $568K |
| Bank of Montreal | 0.00% | Add +2.0% | 22,435 | $567K |
| Osaic Holdings, Inc. | 0.00% | Add +8.8% | 22,329 | $564K |
| AQR Capital Management | 0.00% | Reduce -41.4% | 21,758 | $550K |
| Ethos Financial Group, LLC | 0.05% | No change | 21,020 | $548K |
| Proactive Wealth Strategies LLC | 0.29% | Add +0.7% | 21,584 | $545K |
| AE Wealth Management LLC | 0.00% | Reduce -39.2% | 21,381 | $540K |
| Strategic Blueprint, LLC | 0.03% | Reduce -36.4% | 21,168 | $535K |
| Trilogy Capital Inc. | 0.03% | Add +69.5% | 21,026 | $531K |
| Meridian Wealth Management, LLC | 0.03% | Reduce -13.8% | 20,884 | $528K |
| Comerica Bank | 0.00% | Add +467.1% | 20,835 | $526K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -30.9% | 20,582 | $520K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +19.4% | 20,450 | $517K |
| Signature Estate & Investment Advisors LLC | 0.01% | Reduce -25.8% | 19,541 | $494K |
| Creative Planning | 0.00% | Reduce -0.5% | 19,226 | $486K |
| Orion Porfolio Solutions, LLC | 0.00% | Reduce -8.1% | 18,786 | $475K |
| Orion Portfolio Solutions, LLC | 0.00% | Reduce -8.1% | 18,786 | $475K |
| Wedbush Securities Inc. | 0.02% | Reduce -4.0% | 18,349 | $463K |
| Financial Advocates Investment Management | 0.03% | Add +1.1% | 17,719 | $448K |
| Verum Partners LLC | 0.12% | Reduce -21.0% | 17,606 | $445K |
| Pinnacle Family Advisors, LLC | 0.23% | Add +5.3% | 16,760 | $423K |
| Integrated Advisors Network LLC | 0.02% | Reduce -0.4% | 16,511 | $417K |
| Castleview Partners, LLC | 0.26% | Add +45.9% | 15,055 | $380K |
| Private Trust Co. NA | 0.04% | Add +478.4% | 14,194 | $359K |
| Concurrent Investment Advisors, LLC | 0.01% | New | 13,898 | $351K |
| ORG Partners LLC | 0.09% | Add +79.8% | 13,817 | $349K |
| Greenwood Capital Associates LLC | 0.05% | New | 13,605 | $344K |
| GeoWealth Management, LLC | 0.01% | Reduce -41.6% | 12,902 | $326K |
| Mgo One Seven LLC | 0.01% | Add +9.4% | 12,814 | $324K |
| CreativeOne Wealth, LLC | 0.01% | Reduce -29.1% | 12,204 | $308K |
| Burt Wealth Advisors | 0.08% | Reduce -73.7% | 11,901 | $301K |
| LFA - Lugano Financial Advisors SA | 0.20% | Add +21.0% | 11,620 | $294K |
| Oppenheimer & Co. Inc. | 0.00% | Reduce -38.4% | 11,617 | $293K |
| Marex Group Ltd | 0.01% | No change | 11,400 | $288K |
| Legacy Capital Wealth Partners, LLC | 0.07% | Reduce -41.1% | 10,854 | $274K |
| Advyzon Investment Management, LLC | 0.09% | Add +11.5% | 10,539 | $266K |
| Genesis Wealth Advisors, LLC | 0.21% | No change | 10,189 | $257K |
| Citigroup Inc. | 0.00% | Reduce -51.9% | 9,944 | $251K |
| Brighton Jones LLC | 0.01% | New | 9,847 | $249K |
| Fifth Third Securities, Inc. | 0.02% | Reduce -36.5% | 9,809 | $248K |
| Bank of New York Mellon Corp | 0.00% | Reduce -26.0% | 9,590 | $242K |
| West Michigan Advisors, LLC | 0.08% | New | 8,979 | $227K |
| Perigon Wealth Management, LLC | 0.01% | New | 8,862 | $224K |
| Avantax Advisory Services, Inc. | 0.00% | Reduce -15.7% | 8,854 | $224K |
| Modern Wealth Management, LLC | 0.01% | Add +0.3% | 8,541 | $216K |
| Focus Financial Network, Inc. | 0.01% | New | 8,417 | $213K |
| Drive Wealth Management, LLC | 0.05% | Reduce -16.0% | 8,400 | $212K |
| Octavia Wealth Advisors, LLC | 0.03% | New | 8,358 | $211K |
| Harbour Investments, Inc. | 0.01% | Add +2027.9% | 8,235 | $208K |
| UBS Group AG | 0.00% | Reduce -28.6% | 8,213 | $207K |
| EverSource Wealth Advisors, LLC | 0.01% | Reduce -4.9% | 7,470 | $189K |
| Raleigh Capital Management Inc. | 0.05% | Reduce -40.6% | 3,955 | $100K |
| Stonebridge Financial Group, LLC | 0.01% | Add +25.7% | 3,029 | $77K |
| CIBC Private Wealth Group LLC | 0.00% | Add +38.5% | 2,621 | $65K |
| Elevation Wealth Partners, LLC | 0.03% | Reduce -50.0% | 2,290 | $58K |
| IFP Advisors, Inc | 0.00% | Reduce -76.5% | 1,944 | $49K |
| Transce3nd, LLC | 0.02% | Reduce -9.9% | 1,692 | $43K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 1,201 | $30K |
| Harvest Fund Management Co., Ltd | 0.00% | No change | 1,053 | $27K |
| US Bancorp \de | 0.00% | Reduce -30.5% | 722 | $18K |
| Deane Retirement Strategies, Inc. | 0.01% | Add +71.4% | 696 | $18K |
| Quest 10 Wealth Builders, Inc. | 0.02% | Reduce -38.8% | 569 | $14K |
| Burkett Financial Services, LLC | 0.01% | New | 512 | $13K |
| Arax Advisory Partners | 0.00% | New | 487 | $12K |
| Northwest Capital Management Inc | 0.00% | Add +39.0% | 428 | $11K |
| Creekmur Asset Management LLC | 0.00% | Reduce -31.3% | 388 | $10K |
| Principal Securities, Inc. | 0.00% | No change | 358 | $9K |
| Physician Wealth Advisors, Inc. | 0.00% | No change | 300 | $8K |
| Citizens National Bank Trust Department | 0.00% | New | 253 | $6K |
| Tsfg, LLC | 0.00% | No change | 107 | $3K |
| Truvestments Capital LLC | 0.00% | No change | 82 | $2K |
| Cranbrook Wealth Management, LLC | 0.00% | New | 81 | $2K |
| Bessemer Group Inc. | 0.00% | New | 92 | $2K |
| Sunbelt Securities, Inc. | 0.00% | No change | 64 | $2K |
| Blue Trust, Inc. | 0.00% | No change | 50 | $1K |
| Solstein Capital, LLC | 0.00% | New | 35 | $884 |
| Eastern Bank | 0.00% | New | 33 | $834 |
| N.E.W. Advisory Services LLC | 0.00% | New | 32 | $808 |
| Kiker Wealth Management, LLC | 0.00% | New | 21 | $530 |
"% 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.