Imgp Dbi MFT STR ETF-UsdDBMFETF
13F holders, Q2 2025 (June 30)At the end of Q2 2025, 190 institutions reported holding Imgp Dbi MFT STR ETF-Usd Inc. (DBMF) in their 13F filings, up 1 from Q1 2025. 22 opened new positions and 25 sold out. The largest holders were LPL Financial LLC ($132.7M), Morgan Stanley ($69.0M) and Northwestern Mutual Wealth Management Co. ($48.8M). 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 (Q2 2025)
- CUSIP
- 53700T827
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 22 | $27.9M |
| Exits | 25 | $70.5M |
All 13F filers, Q1 2025 → Q2 2025: 4,019,609 shares bought and 7,012,013 shares sold, net −2,992,404 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 190 holders
| LPL Financial LLC | 0.04% | Add +5.1% | 5,156,988 | $132.7M |
| Morgan Stanley | 0.00% | Add +13.6% | 2,680,823 | $69.0M |
| Northwestern Mutual Wealth Management Co. | 0.04% | Reduce -3.9% | 1,896,185 | $48.8M |
| Raymond James Financial Inc. | 0.01% | Add +55.0% | 1,285,564 | $33.1M |
| Goldstein Advisors, LLC | 4.08% | Reduce -2.0% | 1,180,035 | $30.4M |
| Litman Gregory Wealth Management LLC | 2.36% | Reduce -1.1% | 1,166,894 | $30.0M |
| Cardinal Point Capital Management ULC | 2.21% | Reduce -0.3% | 1,084,995 | $27.9M |
| Savant Capital, LLC | 0.13% | Add +53.2% | 700,797 | $18.0M |
| OneDigital Investment Advisors LLC | 0.20% | Reduce -1.1% | 689,223 | $17.7M |
| Envestnet Asset Management Inc. | 0.00% | Add +6.9% | 633,318 | $16.3M |
| Summit Wealth & Retirement Planning, Inc. | 4.05% | Add +4.0% | 585,899 | $15.1M |
| Austin Wealth Management, LLC | 2.55% | Add +23.9% | 559,759 | $14.3M |
| Commonwealth Equity Services, LLC | 0.02% | Reduce -25.6% | 498,815 | $12.8M |
| Valmark Advisers, Inc. | 0.17% | Reduce -4.0% | 475,069 | $12.2M |
| New York Life Investment Management LLC | 0.11% | Add +19.0% | 474,820 | $12.2M |
| ALM First Financial Advisors, LLC | 2.63% | No change | 472,305 | $12.2M |
| Sage Private Wealth Group, LLC | 7.60% | Add +10.0% | 460,951 | $11.9M |
| IAG Wealth Partners, LLC | 1.41% | Add +19.9% | 414,567 | $10.7M |
| Private Advisor Group, LLC | 0.06% | Reduce -6.7% | 400,560 | $10.3M |
| Wells Fargo & Company | 0.00% | Reduce -1.5% | 385,626 | $9.9M |
| Evelyn Partners Asset Management Ltd | 2.46% | Reduce -7.4% | 376,897 | $9.7M |
| Axxcess Wealth Management, LLC | 0.22% | Add +42.6% | 362,965 | $9.3M |
| Fortitude Family Office, LLC | 2.89% | Add +9.2% | 339,371 | $8.7M |
| Tidal Investments LLC | 0.06% | Add +140.7% | 339,077 | $8.7M |
| Rockland Trust Co. | 0.37% | New | 293,140 | $7.5M |
| Cambria Investment Management, L.P. | 0.46% | New | 266,136 | $6.8M |
| Leelyn Smith, LLC | 1.10% | Add +2.6% | 259,877 | $6.7M |
| JPMorgan Chase & Co. | 0.00% | Add +3.8% | 248,279 | $6.4M |
| A&I Financial Services, LLC | 3.23% | Add +2.5% | 222,129 | $5.7M |
| Deane Retirement Strategies, Inc. | 2.51% | Add +31171.3% | 217,648 | $5.6M |
| CSS LLC | 0.99% | Add +2.0% | 205,764 | $5.3M |
| Empire Financial Management Company, LLC | 1.52% | Reduce -0.3% | 204,996 | $5.3M |
| Principia Wealth Advisory, LLC | 4.38% | Reduce -6.0% | 200,450 | $5.2M |
| Cetera Investment Advisers | 0.01% | Add +25.7% | 199,414 | $5.1M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Reduce -6.7% | 196,550 | $5.1M |
| Cwm, LLC | 0.02% | Reduce -93.0% | 194,372 | $5.0M |
| Upper Left Wealth Management, LLC | 3.11% | Add +19.2% | 181,056 | $4.7M |
| Professional Financial Advisors, LLC | 1.07% | Add +8.4% | 179,591 | $4.6M |
| Astor Investment Management LLC | 2.47% | Reduce -3.8% | 177,689 | $4.6M |
| Renaissance Technologies | 0.01% | Add +357.0% | 176,400 | $4.5M |
| Equitable Holdings, Inc. | 0.04% | Add +2.5% | 171,614 | $4.4M |
| Baird Financial Group, Inc. | 0.01% | Reduce -2.7% | 171,235 | $4.4M |
| Avestar Capital, LLC | 0.29% | Add +8.0% | 156,034 | $4.0M |
| Capitolis Liquid Global Markets LLC | 0.03% | Reduce -18.0% | 149,300 | $3.8M |
| Longview Financial Advisors, Inc. | 2.95% | Reduce -8.8% | 134,819 | $3.5M |
| Ashton Thomas Securities, LLC | 0.83% | New | 133,968 | $3.4M |
| Fermata Advisors, LLC | 0.90% | Add +16.2% | 131,305 | $3.4M |
| CoreCap Advisors, LLC | 0.13% | Add +3.3% | 129,462 | $3.3M |
| Evelyn Partners Investment Management Services Ltd | 0.47% | Reduce -2.4% | 121,170 | $3.1M |
| Stansberry Asset Management, LLC | 0.35% | Reduce -2.3% | 116,648 | $3.0M |
| Live Oak Investment Partners | 2.29% | Add +0.0% | 115,778 | $3.0M |
| Atria Investments, Inc | 0.04% | Reduce -4.2% | 115,102 | $3.0M |
| Scarborough Advisors, LLC | 0.58% | Reduce -6.4% | 113,140 | $2.9M |
| Farther Finance Advisors, LLC | 0.06% | Reduce -37.8% | 107,476 | $2.8M |
| Sanctuary Advisors, LLC | 0.02% | Reduce -6.7% | 103,381 | $2.7M |
| Citadel Advisors | 0.00% | Add +334.2% | 97,613 | $2.5M |
| Empowered Funds, LLC | 0.03% | New | 94,873 | $2.4M |
| Canal Capital Management, LLC | 0.38% | Add +131.7% | 92,471 | $2.4M |
| MKD Wealth Coaches, LLC | 2.51% | Add +0.0% | 92,434 | $2.4M |
| Entrewealth, LLC | 1.61% | Add +8.4% | 90,668 | $2.3M |
| TriaGen Wealth Management LLC | 0.69% | Add +11.9% | 88,500 | $2.3M |
| Captrust Financial Advisors | 0.00% | Reduce -18.5% | 81,817 | $2.1M |
| Innova Wealth Partners | 1.19% | Add +158.8% | 78,643 | $2.0M |
| Hilltop Holdings Inc. | 0.13% | Add +0.4% | 76,306 | $2.0M |
| NewEdge Advisors, LLC | 0.01% | Add +35.2% | 75,884 | $2.0M |
| Fairman Group, LLC | 1.59% | Reduce -13.0% | 75,079 | $1.9M |
| E&G Advisors, LLC | 0.49% | Reduce -3.5% | 72,782 | $1.9M |
| Midwest Financial Group LLC | 0.97% | Add +4.5% | 71,699 | $1.8M |
| R. W. Roge & Company, Inc. | 1.04% | New | 71,213 | $1.8M |
| Optivise Advisory Services LLC | 0.91% | Add +1.8% | 69,008 | $1.8M |
| Twelve Points Wealth Management LLC | 0.46% | Add +0.1% | 66,857 | $1.7M |
| MML Investors Services, LLC | 0.01% | Add +4.7% | 66,849 | $1.7M |
| Frontier Asset Management, LLC | 0.46% | Reduce -48.9% | 65,772 | $1.7M |
| Howard Bailey Securities, LLC | 0.52% | Add +1.7% | 65,551 | $1.7M |
| Royal Bank of Canada | 0.00% | Add +32.4% | 64,115 | $1.6M |
| Rainey & Randall Wealth Advisors Inc. | 0.30% | Reduce -80.3% | 63,699 | $1.6M |
| IFG Advisory, LLC | 0.08% | Add +23.8% | 62,396 | $1.6M |
| Stifel Financial Corp. | 0.00% | Add +33.0% | 60,221 | $1.5M |
| Mariner, LLC | 0.00% | Reduce -2.9% | 57,195 | $1.5M |
| Elyxium Wealth, LLC | 0.51% | Add +86.8% | 53,320 | $1.4M |
| RHS Financial, LLC | 0.73% | Reduce -5.5% | 50,250 | $1.3M |
| Castleview Partners, LLC | 0.81% | Add +225.8% | 49,055 | $1.3M |
| Savvy Advisors, Inc. | 0.08% | Add +26.0% | 48,641 | $1.3M |
| Legacy Capital Group California, Inc. | 0.33% | Add +2.6% | 45,872 | $1.2M |
| Perennial Investment Advisors, LLC | 0.11% | Add +73.5% | 44,928 | $1.2M |
| Sterneck Capital Management, LLC | 0.58% | Add +1.7% | 44,052 | $1.1M |
| Visionary Wealth Advisors | 0.06% | Reduce -14.5% | 43,441 | $1.1M |
| Thor Investment Management Inc. /Oh/ | 0.76% | Add +0.7% | 43,260 | $1.1M |
| MAI Capital Management | 0.01% | Reduce -13.7% | 40,749 | $1.0M |
| Matrix Trust Co | 0.17% | Reduce -2.1% | 40,746 | $1.0M |
| Osaic Holdings, Inc. | 0.00% | Add +75.2% | 39,125 | $1.0M |
| National Bank of Canada | 0.00% | Add +2.4% | 37,316 | $960K |
| Merit Financial Group, LLC | 0.01% | New | 36,954 | $951K |
| Columbus Macro, LLC | 0.12% | New | 36,690 | $944K |
| City Center Advisors, LLC | 0.97% | Reduce -2.5% | 35,289 | $908K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -58.4% | 34,466 | $888K |
| Bank of America Corp. | 0.00% | Add +4.0% | 33,263 | $856K |
| Family Office Research LLC | 0.40% | Add +29.6% | 32,487 | $836K |
| Nwam LLC | 0.05% | Add +19.3% | 31,991 | $819K |
| Stonebridge Financial Group, LLC | 0.08% | Add +940.2% | 31,508 | $811K |
"% 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.