Imgp Dbi MFT STR ETF-UsdDBMFETF

13F holders, Q2 2025 (June 30)
190holders +1
22new positions
25sold out
3famous investors
$25.73avg. 13F price*

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

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 Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions22$27.9M
Exits25$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.

Show all 190 holders