Imgp Dbi MFT STR ETF-UsdDBMFETF

13F holders, Q4 2025 (December 31)
241holders +49
49new positions
14sold out
2famous investors
$28.08avg. 13F price*

At the end of Q4 2025, 241 institutions reported holding Imgp Dbi MFT STR ETF-Usd Inc. (DBMF) in their 13F filings, up 49 from Q3 2025. 49 opened new positions and 14 sold out. The largest holders were Morgan Stanley ($220.1M), JPMorgan Chase & Co. ($206.9M) and LPL Financial LLC ($158.2M). 2 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies'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 (Q4 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 Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions49$146.6M
Exits14$11.9M

All 13F filers, Q3 2025 → Q4 2025: 17,266,346 shares bought and 1,280,211 shares sold, net +15,986,135 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 241 holders

Morgan Stanley 0.01% Add +1.9% 7,845,100 $220.1M
JPMorgan Chase & Co. 0.01% Add +139913.0% 7,374,483 $206.9M
LPL Financial LLC 0.04% Add +6.7% 5,637,634 $158.2M
Tiaa Trust, National Association 0.21% New 3,121,070 $87.8M
Northwestern Mutual Wealth Management Co. 0.04% Add +10.1% 2,167,671 $60.8M
Tidal Investments LLC 0.19% Add +130.4% 1,620,248 $45.5M
Parcion Private Wealth LLC 2.66% Add +1.3% 1,556,637 $43.7M
Raymond James Financial Inc. 0.01% Add +6.5% 1,457,155 $40.9M
Cardinal Point Capital Management ULC 2.14% Add +3.7% 1,164,616 $32.7M
Litman Gregory Wealth Management LLC 2.29% Reduce -3.6% 1,114,037 $31.3M
Goldstein Advisors, LLC 3.36% Reduce -1.9% 1,050,555 $29.5M
Savant Capital, LLC 0.15% Add +0.2% 965,864 $27.1M
Potomac Fund Management Inc. 0.89% Add +4.5% 859,178 $24.1M
Royal Bank of Canada 0.00% Add +240.8% 759,975 $21.3M
OneDigital Investment Advisors LLC 0.18% Reduce -3.0% 644,354 $18.1M
Austin Wealth Management, LLC 2.66% Add +4.2% 635,783 $18.0M
Envestnet Asset Management Inc. 0.01% Reduce -4.5% 622,541 $17.5M
Rockland Trust Co. 0.67% Add +27.3% 606,018 $17.0M
Summit Wealth & Retirement Planning, Inc. 3.96% Add +1.6% 599,282 $16.8M
New York Life Investment Management LLC 0.14% Reduce -0.8% 570,325 $16.0M
IAG Wealth Partners, LLC 1.84% Add +5.5% 565,318 $15.9M
Commonwealth Equity Services, LLC 0.02% Add +4.2% 548,434 $15.4M
Penserra Capital Management LLC 0.18% New 531,851 $14.9M
Sage Private Wealth Group, LLC 7.45% Add +2.1% 494,071 $13.9M
ALM First Financial Advisors, LLC 2.62% No change 472,305 $13.3M
Valmark Advisers, Inc. 0.16% Reduce -0.8% 470,247 $13.2M
Fortitude Family Office, LLC 2.95% Add +35.1% 448,656 $12.6M
Beacon Harbor Wealth Advisors, Inc. 2.72% New 437,012 $12.3M
Private Advisor Group, LLC 0.06% Add +0.7% 435,523 $12.2M
Innova Wealth Partners 6.07% Add +1178.7% 428,563 $12.0M
Cambria Investment Management, L.P. 0.61% Add +41.5% 372,915 $10.5M
Scarborough Advisors, LLC 1.64% Add +3.3% 345,677 $9.7M
A&I Financial Services, LLC 4.30% Reduce -1.9% 322,366 $9.0M
Wells Fargo & Company 0.00% Reduce -15.3% 317,329 $8.9M
Farther Finance Advisors, LLC 0.09% Add +88.9% 303,933 $8.5M
Evelyn Partners Asset Management Ltd 1.99% Reduce -16.6% 302,180 $8.5M
Merit Financial Group, LLC 0.07% Add +175.5% 293,747 $8.2M
Axxcess Wealth Management, LLC 0.15% Reduce -31.0% 290,158 $8.1M
Ashton Thomas Securities, LLC 1.44% Add +3.4% 270,686 $7.6M
Leelyn Smith, LLC 1.04% Reduce -2.2% 257,482 $7.2M
FMA Wealth Management, LLC 4.50% New 247,483 $6.9M
Cetera Investment Advisers 0.01% Add +14.9% 246,435 $6.9M
MML Investors Services, LLC 0.02% Reduce -3.5% 244,935 $6.9M
Deane Retirement Strategies, Inc. 2.51% Add +0.5% 216,508 $6.1M
Empire Financial Management Company, LLC 1.29% Add +0.8% 211,563 $5.9M
Equitable Holdings, Inc. 0.04% Add +14.7% 210,496 $5.9M
Bank of America Corp. 0.00% Add +117.1% 209,575 $5.9M
Cambridge Investment Research Advisors, Inc. 0.02% Add +0.1% 209,240 $5.9M
CSS LLC 0.97% No change 205,764 $5.8M
Empowered Funds, LLC 0.10% Add +112.1% 204,310 $5.7M
Professional Financial Advisors, LLC 1.15% Add +4.0% 200,182 $5.6M
Upper Left Wealth Management, LLC 3.35% Add +4.5% 195,943 $5.5M
Carrera Capital Advisors 0.92% New 195,638 $5.5M
Fermata Advisors, LLC 1.21% Add +33.9% 179,200 $5.0M
Cwm, LLC 0.01% Reduce -4.0% 174,368 $4.9M
Beacon Capital Management, Inc. 0.24% Reduce -32.4% 161,710 $4.5M
Principia Wealth Advisory, LLC 2.60% Add +15.1% 148,138 $4.2M
Avestar Capital, LLC 0.28% Add +0.7% 144,340 $4.1M
Entrewealth, LLC 1.77% Add +11.1% 130,465 $3.9M
Longview Financial Advisors, Inc. 2.67% Add +2.0% 139,971 $3.9M
Live Oak Investment Partners 2.38% Add +4.8% 138,022 $3.9M
Ethos Financial Group, LLC 0.29% Add +953.2% 137,203 $3.8M
Elyxium Wealth, LLC 1.07% Add +47.3% 137,007 $3.8M
Aspiriant, LLC 0.11% New 130,604 $3.7M
Sterneck Capital Management, LLC 1.63% Add +3.5% 129,200 $3.6M
Evelyn Partners Investment Management Services Ltd 0.45% Add +5.1% 127,654 $3.6M
CoreCap Advisors, LLC 0.13% Reduce -21.1% 127,623 $3.6M
Atria Investments, Inc 0.04% Add +6.2% 119,401 $3.4M
Stansberry Asset Management, LLC 0.34% Add +1.8% 117,811 $3.3M
Worth Asset Management, LLC 1.36% Add +1275.6% 114,036 $3.2M
SKY-Mountain Capital Management, Inc. 1.95% New 99,897 $2.9M
Sanctuary Advisors, LLC 0.01% Add +27.9% 97,357 $2.7M
MKD Wealth Coaches, LLC 2.58% Reduce -2.2% 91,904 $2.6M
Fairman Group, LLC 2.00% Add +7.0% 89,205 $2.5M
Renaissance Technologies 0.00% Add +6.5% 88,300 $2.5M
NewEdge Advisors, LLC 0.01% Add +14.3% 87,146 $2.4M
Wealth High Governance Asset Management Ltda. 0.41% — 82,443 $2.3M
Good Steward Wealth Advisors,LLC 1.51% Add +378.8% 81,615 $2.3M
Midwest Financial Group LLC 1.00% Add +10.4% 80,578 $2.3M
Canal Capital Management, LLC 0.31% Reduce -15.1% 78,236 $2.2M
Perennial Investment Advisors, LLC 0.17% Add +52.3% 75,945 $2.1M
Sound Financial Strategies Group, LLC 1.50% Add +22.6% 75,842 $2.1M
Hilltop Holdings Inc. 0.12% Reduce -2.3% 72,770 $2.0M
Manning & Napier Advisors LLC 0.03% Add +445.9% 72,270 $2.0M
Stonebridge Financial Group, LLC 0.17% Add +20.5% 71,817 $2.0M
IFG Advisory, LLC 0.09% Add +9.7% 69,822 $2.0M
Rainey & Randall Wealth Advisors Inc. 0.31% Add +0.2% 68,213 $1.9M
Twelve Points Wealth Management LLC 0.41% Add +2.2% 64,067 $1.8M
Mariner, LLC 0.00% Add +11.6% 63,901 $1.8M
Manufacturers Life Insurance Company, The 0.00% Add +607.2% 60,080 $1.7M
Captrust Financial Advisors 0.00% Reduce -15.1% 59,498 $1.7M
Galvin, Gaustad & Stein, LLC 0.13% New 58,914 $1.7M
E&G Advisors, LLC 0.36% Reduce -21.1% 57,057 $1.6M
R. W. Roge & Company, Inc. 0.77% Reduce -9.1% 55,325 $1.6M
Alpha Capital Advisors Inc. 1.33% — 49,585 $1.4M
Smart Portfolios, LLC 1.42% Add +37.1% 50,709 $1.4M
RHS Financial, LLC 0.69% Reduce -7.0% 50,388 $1.4M
MAI Capital Management 0.01% Add +4.3% 50,239 $1.4M
Concurrent Investment Advisors, LLC 0.02% Add +44.7% 47,065 $1.3M
Quadrature Capital Ltd 0.01% New 46,907 $1.3M

"% 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 241 holders