Latest Period
Q1 2026
Security Snapshot
LITMAN GREGORY FDS TR - IMGP DBI MANAGED Institutional Ownership
CUSIP: 53700T827
13F Institutional Holders and Ownership History from Q4 2025 to Q1 2026
Institutions Reporting
15
Shares (Excl. Options)
2,954,628
Price
$30.15
Save this security page for your next review
Keep this CUSIP in your watchlists so you can revisit quarter changes from one place. If you create an account from here, we will bring you back after verification.
- Type / Class
- Equity / IMGP DBI MANAGED
- Price per share
- $30.15
- All holders as of 31 Mar 2026
- Q1 2026
- Total 13F shares
- 2,954,628
- Total reported value
- $86,449,731
- Share change
- 0
- Number of holders
- 15
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors
Key facts
- 53700T827 - LITMAN GREGORY FDS TR - IMGP DBI MANAGED is tracked under CUSIP 53700T827.
- 15 institutions reported positions in Q1 2026.
- Schedule 13D/13G significant owner rows are not currently available.
Change
- Holder count moved from 1 to 15 between Q4 2025 and Q1 2026.
- Reported value moved from $2,477,698 to $86,449,731.
Research use
- You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
- 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.
Evidence
Source: SEC Form 13F
Open SEC Evidence
Latest holder context comes from 15 institutions filings for Q1 2026.
Security key
53700T827
Latest holder period
Q1 2026
13F holders
15
13D/G owners
0
CIK / CUSIP context first
Broader feeds
Recent Quarterly Holder Reports
Open recent reporting periods for CUSIP 53700T827:
As of 31 Mar 2026, 15 institutional investors reported holding 2,954,628 shares of LITMAN GREGORY FDS TR - IMGP DBI MANAGED.