Imgp Dbi MFT STR ETF-UsdDBMFETF

13F holders, Q3 2025 (September 30)
192holders +2
21new positions
18sold out
3famous investors
$27.35avg. 13F price*

At the end of Q3 2025, 192 institutions reported holding Imgp Dbi MFT STR ETF-Usd Inc. (DBMF) in their 13F filings, up 2 from Q2 2025. 21 opened new positions and 18 sold out. The largest holders were Morgan Stanley ($210.2M), LPL Financial LLC ($144.3M) and Northwestern Mutual Wealth Management Co. ($53.8M). 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 (Q3 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 Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions21$79.2M
Exits18$8.1M

All 13F filers, Q2 2025 → Q3 2025: 10,940,556 shares bought and 1,265,714 shares sold, net +9,674,842 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 192 holders

Morgan Stanley 0.01% Add +187.1% 7,695,191 $210.2M
LPL Financial LLC 0.04% Add +2.4% 5,282,477 $144.3M
Northwestern Mutual Wealth Management Co. 0.04% Add +3.9% 1,969,299 $53.8M
Parcion Private Wealth LLC 2.62% New 1,536,734 $42.0M
Raymond James Financial Inc. 0.01% Add +6.4% 1,367,786 $37.4M
Litman Gregory Wealth Management LLC 2.35% Reduce -0.9% 1,155,798 $31.6M
Cardinal Point Capital Management ULC 2.20% Add +3.5% 1,123,011 $31.4M
Goldstein Advisors, LLC 3.56% Reduce -9.2% 1,071,181 $29.3M
Savant Capital, LLC 0.16% Add +37.5% 963,646 $26.3M
Potomac Fund Management Inc. 0.95% New 821,763 $22.4M
Tidal Investments LLC 0.08% Add +107.3% 703,075 $19.2M
OneDigital Investment Advisors LLC 0.19% Reduce -3.6% 664,443 $18.1M
Envestnet Asset Management Inc. 0.01% Add +2.9% 651,561 $17.8M
Austin Wealth Management, LLC 2.71% Add +9.0% 610,122 $17.3M
Summit Wealth & Retirement Planning, Inc. 3.96% Add +0.6% 589,581 $16.1M
New York Life Investment Management LLC 0.14% Add +21.1% 574,888 $15.7M
IAG Wealth Partners, LLC 1.76% Add +29.3% 535,932 $14.6M
Commonwealth Equity Services, LLC 0.02% Add +5.5% 526,375 $14.4M
Sage Private Wealth Group, LLC 7.35% Add +5.0% 484,080 $13.2M
Rockland Trust Co. 0.53% Add +62.4% 475,948 $13.0M
Valmark Advisers, Inc. 0.17% Reduce -0.2% 474,151 $12.9M
ALM First Financial Advisors, LLC 2.60% No change 472,305 $12.9M
Private Advisor Group, LLC 0.06% Add +8.0% 432,719 $11.8M
Axxcess Wealth Management, LLC 0.24% Add +15.8% 420,468 $11.5M
Wells Fargo & Company 0.00% Reduce -2.8% 374,691 $10.2M
Evelyn Partners Asset Management Ltd 2.23% Reduce -3.9% 362,404 $9.9M
Scarborough Advisors, LLC 1.61% Add +195.7% 334,578 $9.1M
Fortitude Family Office, LLC 2.45% Reduce -2.1% 332,172 $9.1M
A&I Financial Services, LLC 4.40% Add +48.0% 328,690 $9.0M
Cambria Investment Management, L.P. 0.44% Reduce -1.0% 263,591 $7.2M
Leelyn Smith, LLC 1.08% Add +1.3% 263,308 $7.2M
Ashton Thomas Securities, LLC 1.00% Add +95.4% 261,791 $7.2M
MML Investors Services, LLC 0.02% Add +279.6% 253,753 $6.9M
Beacon Capital Management, Inc. 0.31% New 239,213 $6.5M
Royal Bank of Canada 0.00% Add +247.8% 222,975 $6.1M
Deane Retirement Strategies, Inc. 2.53% Reduce -1.0% 215,508 $5.9M
Cetera Investment Advisers 0.01% Add +7.5% 214,391 $5.9M
Empire Financial Management Company, LLC 1.31% Add +2.4% 209,964 $5.7M
Cambridge Investment Research Advisors, Inc. 0.02% Add +6.3% 208,938 $5.7M
CSS LLC 0.98% No change 205,764 $5.6M
Professional Financial Advisors, LLC 1.11% Add +7.2% 192,557 $5.3M
Upper Left Wealth Management, LLC 3.22% Add +3.6% 187,599 $5.1M
Equitable Holdings, Inc. 0.04% Add +7.0% 183,554 $5.0M
Cwm, LLC 0.01% Reduce -6.6% 181,533 $5.0M
CoreCap Advisors, LLC 0.16% Add +24.9% 161,695 $4.4M
Farther Finance Advisors, LLC 0.07% Add +49.7% 160,870 $4.4M
Baird Financial Group, Inc. 0.01% Reduce -12.5% 149,781 $4.1M
Capitolis Liquid Global Markets LLC 0.03% No change 149,300 $4.1M
Avestar Capital, LLC 0.28% Reduce -8.2% 143,294 $3.9M
Longview Financial Advisors, Inc. 2.67% Add +1.8% 137,173 $3.7M
Fermata Advisors, LLC 0.93% Add +1.9% 133,827 $3.7M
Live Oak Investment Partners 2.38% Add +13.7% 131,689 $3.6M
Principia Wealth Advisory, LLC 2.51% Reduce -35.8% 128,740 $3.5M
Sterneck Capital Management, LLC 1.59% Add +183.4% 124,855 $3.4M
Evelyn Partners Investment Management Services Ltd 0.45% Add +0.3% 121,477 $3.3M
Entrewealth, LLC 1.65% Add +29.6% 117,463 $3.2M
Stansberry Asset Management, LLC 0.33% Reduce -0.8% 115,726 $3.2M
Atria Investments, Inc 0.04% Reduce -2.3% 112,463 $3.1M
Merit Financial Group, LLC 0.03% Add +188.5% 106,616 $2.9M
Bank of America Corp. 0.00% Add +190.2% 96,537 $2.6M
Empowered Funds, LLC 0.03% Add +1.5% 96,310 $2.6M
MKD Wealth Coaches, LLC 2.56% Add +1.7% 93,992 $2.6M
Elyxium Wealth, LLC 0.89% Add +74.4% 92,990 $2.5M
Canal Capital Management, LLC 0.38% Reduce -0.4% 92,093 $2.5M
Fairman Group, LLC 1.83% Add +11.0% 83,371 $2.3M
Renaissance Technologies 0.00% Reduce -53.0% 82,900 $2.3M
AmeriServ Wealth Advisors 1.10% New 79,480 $2.2M
NewEdge Advisors, LLC 0.01% Add +0.4% 76,211 $2.1M
Sanctuary Advisors, LLC 0.01% Reduce -26.4% 76,098 $2.1M
Hilltop Holdings Inc. 0.11% Reduce -2.4% 74,457 $2.0M
Midwest Financial Group LLC 0.95% Add +1.8% 73,005 $2.0M
E&G Advisors, LLC 0.46% Reduce -0.6% 72,357 $2.0M
Howard Bailey Securities, LLC 0.56% Add +9.0% 71,453 $2.0M
Captrust Financial Advisors 0.00% Reduce -14.3% 70,114 $1.9M
Rainey & Randall Wealth Advisors Inc. 0.31% Add +6.9% 68,099 $1.9M
Citadel Advisors 0.00% Reduce -33.1% 65,282 $1.8M
IFG Advisory, LLC 0.08% Add +2.0% 63,639 $1.7M
Frontier Asset Management, LLC 0.43% Reduce -3.6% 63,376 $1.7M
Twelve Points Wealth Management LLC 0.43% Reduce -6.3% 62,665 $1.7M
Sound Financial Strategies Group, LLC 1.23% New 61,865 $1.7M
R. W. Roge & Company, Inc. 0.85% Reduce -14.6% 60,829 $1.7M
Stonebridge Financial Group, LLC 0.14% Add +89.1% 59,587 $1.6M
Mariner, LLC 0.00% Add +0.1% 57,251 $1.6M
Optivise Advisory Services LLC 0.91% Reduce -18.4% 56,300 $1.5M
RHS Financial, LLC 0.77% Add +7.8% 54,153 $1.5M
Perennial Investment Advisors, LLC 0.11% Add +11.0% 49,865 $1.4M
MAI Capital Management 0.01% Add +18.2% 48,153 $1.3M
Legacy Capital Group California, Inc. 0.32% Reduce -0.9% 45,464 $1.2M
Stifel Financial Corp. 0.00% Reduce -27.6% 43,575 $1.2M
National Bank of Canada 0.00% Add +13.6% 42,394 $1.2M
Comerica Bank 0.00% Add +69.5% 42,129 $1.2M
Columbus Macro, LLC 0.13% Add +12.0% 41,083 $1.1M
Savvy Advisors, Inc. 0.05% Reduce -17.4% 40,154 $1.1M
Matrix Trust Co 0.17% Reduce -4.6% 38,870 $1.1M
Smart Portfolios, LLC 0.97% Add +18.0% 36,980 $1.0M
Family Office Research LLC 0.41% Add +5.0% 34,120 $932K
Abbington Investment Group 0.79% — 33,764 $922K
Nwam LLC 0.05% Add +0.0% 32,004 $919K
Innova Wealth Partners 0.49% Reduce -57.4% 33,516 $915K
Centaurus Financial, Inc. 0.04% Add +207.4% 33,150 $905K

"% 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 192 holders