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
Smart Portfolios, LLC 0.81% Add +25.8% 31,336 $806K
Cerity Partners LLC 0.00% Add +0.3% 30,905 $795K
Flow Traders U.S. LLC 0.03% New 29,355 $755K
Simplicity Wealth,LLC 0.03% New 28,924 $744K
Integrated Wealth Concepts LLC 0.01% Add +5.3% 28,097 $723K
Ascentis Wealth Management, LLC 0.20% Add +7.1% 27,880 $718K
Exchange Traded Concepts, LLC 0.01% Add +1.4% 27,384 $705K
HRT Financial LP 0.00% New 26,999 $694K
Family Investment Center, Inc. 0.15% Reduce -92.5% 26,591 $684K
AE Wealth Management LLC 0.00% Add +21.5% 25,986 $669K
Global Retirement Partners, LLC 0.02% — 25,841 $665K
Ausdal Financial Partners, Inc. 0.04% Reduce -1.4% 25,821 $664K
Trajan Wealth LLC 0.03% Reduce -15.5% 25,272 $650K
Comerica Bank 0.00% Add +19.3% 24,850 $639K
Rockefeller Capital Management L.P. 0.00% No change 24,552 $632K
Trilogy Capital Inc. 0.03% Add +14.3% 24,044 $619K
Essential Partners LLC 0.25% — 23,917 $615K
Bank of Montreal 0.00% Reduce -0.5% 22,324 $574K
Burt Wealth Advisors 0.13% Add +80.3% 21,460 $552K
Retirement Financial Solutions, LLC 0.19% Reduce -6.3% 21,255 $547K
Susquehanna International Group, LLP 0.00% Reduce -38.8% 20,938 $539K
Concurrent Investment Advisors, LLC 0.01% Add +46.7% 20,387 $525K
Proactive Wealth Strategies LLC 0.24% Reduce -9.4% 19,545 $503K
Wedbush Securities Inc. 0.02% Add +3.3% 18,949 $488K
Steward Partners Investment Advisory, LLC 0.00% Reduce -7.5% 18,927 $487K
Financial Advocates Investment Management 0.04% Add +6.6% 18,891 $486K
AQR Capital Management 0.00% Reduce -14.2% 18,673 $480K
Orion Porfolio Solutions, LLC 0.00% Reduce -2.4% 18,342 $472K
Pinnacle Family Advisors, LLC 0.22% Add +5.5% 17,684 $455K
Creative Planning 0.00% Reduce -9.4% 17,424 $448K
Greenwood Capital Associates LLC 0.05% Add +24.0% 16,874 $434K
Kestra Advisory Services, LLC 0.00% Reduce -22.9% 15,860 $408K
ORG Partners LLC 0.08% Add +7.0% 14,785 $381K
Private Trust Co. NA 0.04% Add +3.6% 14,709 $378K
Meridian Wealth Management, LLC 0.02% Reduce -31.7% 14,258 $367K
West Michigan Advisors, LLC 0.10% Add +57.3% 14,128 $366K
Omnitrust Wealth Management, Inc 0.41% — 11,420 $350K
CreativeOne Wealth, LLC 0.01% Add +9.7% 13,392 $345K
Ethos Financial Group, LLC 0.03% Reduce -37.6% 13,107 $335K
GeoWealth Management, LLC 0.01% Add +0.6% 12,985 $334K
Lake Street Private Wealth, LLC 0.05% Reduce -43.2% 12,904 $332K
Mgo One Seven LLC 0.01% Reduce -1.4% 12,629 $325K
Wealthcare Advisory Partners LLC 0.01% New 11,846 $305K
LFA - Lugano Financial Advisors SA 0.18% No change 11,620 $299K
Advyzon Investment Management, LLC 0.06% Add +4.3% 10,994 $283K
Centaurus Financial, Inc. 0.02% New 10,785 $277K
&partners 0.00% New 10,527 $271K
Two Sigma Securities, LLC 0.03% New 10,342 $266K
Brighton Jones LLC 0.01% Add +4.8% 10,321 $266K
Genesis Wealth Advisors, LLC 0.20% No change 10,189 $262K
Integrated Advisors Network LLC 0.01% Reduce -40.0% 9,900 $255K
L2 Asset Management, LLC 0.04% New 9,574 $246K
Focus Financial Network, Inc. 0.01% Add +12.2% 9,440 $243K
Bank of New York Mellon Corp 0.00% Reduce -3.9% 9,212 $237K
Advisor Resource Council 0.11% Reduce -96.7% 9,053 $233K
Harbour Investments, Inc. 0.01% Add +8.5% 8,933 $230K
Verum Partners LLC 0.05% Reduce -49.5% 8,899 $229K
Fifth Third Securities, Inc. 0.02% Reduce -9.5% 8,873 $228K
Perigon Wealth Management, LLC 0.01% Reduce -5.8% 8,351 $215K
Inspire Advisors, LLC 0.02% New 8,032 $207K
EverSource Wealth Advisors, LLC 0.01% Reduce -7.2% 6,930 $178K
UBS Group AG 0.00% Reduce -26.9% 6,000 $154K
Citigroup Inc. 0.00% Reduce -45.4% 5,433 $140K
Evelyn Partners Investment Management LLP 0.00% New 4,500 $116K
Raleigh Capital Management Inc. 0.04% Reduce -8.9% 3,601 $93K
CIBC Private Wealth Group LLC 0.00% No change 2,621 $67K
Principal Securities, Inc. 0.00% Add +596.9% 2,495 $64K
Elevation Wealth Partners, LLC 0.02% No change 2,290 $59K
Transce3nd, LLC 0.02% Reduce -0.3% 1,686 $43K
IFP Advisors, Inc 0.00% Reduce -14.9% 1,655 $43K
Federation des caisses Desjardins du Quebec 0.00% No change 1,201 $31K
Harvest Fund Management Co., Ltd 0.00% No change 1,053 $27K
Manning & Napier Advisors LLC 0.00% New 888 $23K
Quest 10 Wealth Builders, Inc. 0.01% No change 569 $15K
Northwest Capital Management Inc 0.01% Add +14.9% 492 $13K
Arax Advisory Partners 0.00% Add +0.6% 490 $13K
Creekmur Asset Management LLC 0.00% Add +9.8% 426 $11K
US Bancorp \de 0.00% Reduce -50.1% 360 $9K
Aventura Private Wealth, LLC 0.00% New 230 $6K
Johnson Financial Group, Inc. 0.00% New 164 $4K
WFA of San Diego, LLC 0.00% — 136 $3K
Tsfg, LLC 0.00% Add +0.9% 108 $3K
Garde Capital, Inc. 0.00% New 100 $3K
Bessemer Group Inc. 0.00% No change 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% No change 35 $901
N.E.W. Advisory Services LLC 0.00% No change 32 $823
Kiker Wealth Management, LLC 0.00% No change 21 $540
New Millennium Group LLC 0.00% New 1 $33

"% 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.