LITMAN GREGORY FDS TR - IMGP DBI MANAGED (DBMF)

Q4 2025 13F Holders as of 31 Dec 2025

Type / Class
Equity / IMGP DBI MANAGED
Total 13F shares
57,481,583
Share change
+16,012,378
Total reported value
$1,613,971,195
Put/Call ratio
122%
Price per share
$28.06
Number of holders
237
Value change
+$450,041,302
Number of buys
152
Number of sells
70

Institutional Holders of LITMAN GREGORY FDS TR - IMGP DBI MANAGED (DBMF) as of Q4 2025

As of 31 Dec 2025, LITMAN GREGORY FDS TR - IMGP DBI MANAGED (DBMF) was held by 237 institutional shareholders that filed Form 13F with the SEC. Together, they reported ownership of 57,481,583 shares. The largest 10 holders included MORGAN STANLEY, JPMORGAN CHASE & CO, LPL Financial LLC, TIAA TRUST, NATIONAL ASSOCIATION, NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO, Tidal Investments LLC, Parcion Private Wealth LLC, RAYMOND JAMES FINANCIAL INC, Cardinal Point Capital Management ULC, and Litman Gregory Wealth Management LLC. This page lists 237 institutional shareholders reporting positions in this security for the Q4 2025 filing period.
Investor Option Weight % Change % Value $ * Price Shares Share Change Activity Report Period
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.