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
Thor Investment Management Inc. /Oh/ 0.54% Reduce -24.2% 32,790 $895K
Concurrent Investment Advisors, LLC 0.02% Add +59.5% 32,523 $888K
AE Wealth Management LLC 0.01% Add +22.1% 31,736 $867K
Ausdal Financial Partners, Inc. 0.04% Add +18.9% 30,687 $838K
Wealth Enhancement Advisory Services, LLC 0.00% Reduce -13.9% 29,668 $835K
Integrated Wealth Concepts LLC 0.01% Add +8.2% 30,402 $830K
Blueprint Financial Advisors LLC 0.18% New 30,030 $820K
Blueprint Investment Partners LLC 0.12% New 30,030 $820K
Visionary Wealth Advisors 0.04% Reduce -31.6% 29,696 $811K
Cerity Partners LLC 0.00% Reduce -9.2% 28,056 $766K
Global Retirement Partners, LLC 0.02% Add +6.5% 27,531 $752K
Exchange Traded Concepts, LLC 0.01% No change 27,384 $748K
Ascentis Wealth Management, LLC 0.18% Reduce -2.5% 27,177 $742K
Greenwood Capital Associates LLC 0.08% Add +54.7% 26,102 $713K
City Center Advisors, LLC 0.65% Reduce -30.5% 24,527 $670K
Trilogy Capital Inc. 0.03% Reduce -1.6% 23,660 $646K
Bank of Montreal 0.00% Add +5.0% 23,428 $640K
Essential Partners LLC 0.21% Reduce -4.6% 22,821 $623K
Retirement Financial Solutions, LLC 0.19% Add +6.2% 22,562 $616K
Simplicity Wealth,LLC 0.03% Reduce -24.1% 21,958 $600K
AQR Capital Management 0.00% Add +15.1% 21,483 $587K
Strategic Wealth Partners, Ltd. 0.04% New 21,104 $576K
Osaic Holdings, Inc. 0.00% Reduce -45.7% 21,259 $568K
Inspire Advisors, LLC 0.05% Add +155.1% 20,487 $559K
Trajan Wealth LLC 0.02% Reduce -20.1% 20,195 $552K
Wedbush Securities Inc. 0.02% Add +4.7% 19,842 $542K
Proactive Wealth Strategies LLC 0.23% Add +0.5% 19,646 $537K
Pinnacle Family Advisors, LLC 0.23% Add +6.9% 18,903 $516K
Orion Porfolio Solutions, LLC 0.00% Reduce -1.0% 18,151 $496K
Creative Planning 0.00% Add +0.0% 17,429 $476K
Tactive Advisors, LLC 0.13% New 17,126 $468K
Good Steward Wealth Advisors,LLC 0.32% New 17,046 $466K
Mgo One Seven LLC 0.01% Add +15.9% 14,635 $400K
Steward Partners Investment Advisory, LLC 0.00% Reduce -22.7% 14,624 $399K
Kestra Advisory Services, LLC 0.00% Reduce -9.7% 14,321 $391K
ORG Partners LLC 0.07% Reduce -4.4% 14,131 $386K
Manning & Napier Advisors LLC 0.00% Add +1390.8% 13,238 $361K
Ethos Financial Group, LLC 0.03% Reduce -0.6% 13,027 $356K
Oppenheimer & Co. Inc. 0.00% New 12,580 $344K
GeoWealth Management, LLC 0.01% Reduce -5.3% 12,299 $336K
CreativeOne Wealth, LLC 0.01% Reduce -10.0% 12,057 $329K
Wealthcare Advisory Partners LLC 0.01% Add +0.2% 11,870 $324K
Advyzon Investment Management, LLC 0.05% Add +3.8% 11,415 $312K
Verum Partners LLC 0.07% Add +26.9% 11,288 $308K
Lake Street Private Wealth, LLC 0.04% Reduce -14.3% 11,056 $302K
Fifth Third Securities, Inc. 0.02% Add +19.3% 10,583 $289K
RFG Advisory, LLC 0.01% New 10,444 $285K
Brighton Jones LLC 0.01% Add +0.5% 10,375 $283K
&partners 0.00% Reduce -0.7% 10,449 $283K
Genesis Wealth Advisors, LLC 0.20% No change 10,189 $278K
Focus Financial Network, Inc. 0.01% Add +7.2% 10,115 $276K
Integrated Advisors Network LLC 0.01% Add +1.4% 10,036 $274K
Harbour Investments, Inc. 0.01% Add +6.8% 9,536 $260K
Meridian Wealth Management, LLC 0.01% Reduce -33.9% 9,426 $257K
EverSource Wealth Advisors, LLC 0.01% Add +29.5% 8,977 $245K
Manufacturers Life Insurance Company, The 0.00% New 8,495 $232K
Perigon Wealth Management, LLC 0.00% Add +1.4% 8,470 $231K
Private Trust Co. NA 0.02% Reduce -43.1% 8,365 $228K
Worth Asset Management, LLC 0.10% New 8,290 $226K
Rockefeller Capital Management L.P. 0.00% Reduce -67.2% 8,055 $220K
Bank of New York Mellon Corp 0.00% Reduce -16.4% 7,700 $210K
West Michigan Advisors, LLC 0.05% Reduce -48.1% 7,335 $201K
Evelyn Partners Investment Management LLP 0.00% Add +38.9% 6,250 $171K
Citigroup Inc. 0.00% Add +10.9% 6,028 $165K
UBS Group AG 0.00% No change 6,000 $164K
Advisory Services Network, LLC 0.00% New 5,556 $152K
JPMorgan Chase & Co. 0.00% Reduce -97.9% 5,267 $144K
Raleigh Capital Management Inc. 0.04% Reduce -6.2% 3,378 $92K
Principal Securities, Inc. 0.00% No change 2,495 $68K
Elevation Wealth Partners, LLC 0.02% No change 2,290 $63K
LFA - Lugano Financial Advisors SA 0.03% Reduce -82.6% 2,020 $55K
Federation des caisses Desjardins du Quebec 0.00% Reduce -10.0% 1,081 $30K
Harvest Fund Management Co., Ltd 0.00% No change 1,053 $29K
Signaturefd, LLC 0.00% New 938 $26K
IFP Advisors, Inc 0.00% Reduce -55.4% 739 $20K
CIBC Private Wealth Group LLC 0.00% Reduce -72.2% 729 $20K
Quest 10 Wealth Builders, Inc. 0.01% No change 569 $16K
Arax Advisory Partners 0.00% Add +0.6% 493 $13K
Wealth Watch Advisors, INC 0.01% New 441 $12K
Creekmur Asset Management LLC 0.00% Add +0.5% 428 $12K
US Bancorp \de 0.00% Reduce -27.5% 261 $7K
Clearstead Advisors, LLC 0.00% New 253 $7K
Eastern Bank 0.00% New 200 $5K
New Millennium Group LLC 0.00% Add +18400.0% 185 $5K
Johnson Financial Group, Inc. 0.00% No change 164 $4K
WFA of San Diego, LLC 0.00% No change 136 $4K
Painted Porch Advisors LLC 0.00% New 100 $3K
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 $956
N.E.W. Advisory Services LLC 0.00% No change 32 $874
Root Financial Partners, LLC 0.00% New 22 $601

"% 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.