LITMAN GREGORY FUNDS TRUST - DBMF

Sector: Funds · Industry: ETF / Fund

Website: No information yet · Social: No information yet

Company profile

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Q1 2026 · Q4 2025

Value (USD)

Total reported value ($000)

$2.559B

QoQ value delta ($000)

+$943M (+58.37%)

Implied price effect (QoQ)

+7.14%

Total shares

85,058,778

QoQ shares delta

+27,513,191 (+47.81%)

Total shares held by funds (by quarter)

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Top 25 only Full list

Partial Q1 2026 data: 293 holders have filed so far. Prior holders are carried forward until their next 13F confirms a change.

Manager	Value ($000)	Shares	% of 13F
LPL Financial LLC	664,030	22,024,213	0.18%
MORGAN STANLEY	272,894	9,051,220	0.02%
JPMORGAN CHASE & CO	228,716	7,570,891	0.01%
TIAA Wealth Investment Management LLC	86,431	2,861,026	0.66%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	72,834	2,415,743	0.04%
FLOW TRADERS U.S. LLC	59,009	1,957,169	1.87%
RAYMOND JAMES FINANCIAL INC	56,908	1,887,522	0.02%
Parcion Private Wealth LLC	46,154	1,530,814	2.86%
BANK OF AMERICA CORP /DE/	45,814	1,519,544	0.0%
Tidal Investments LLC	41,720	1,383,779	0.09%
Cardinal Point Capital Management ULC	37,214	1,234,297	2.28%
Beacon Pointe Advisors, LLC	32,170	1,067,012	0.17%
Edge Wealth Management LLC	32,034	1,062,494	5.48%
Goldstein Advisors, LLC	32,032	1,062,448	3.56%
Litman Gregory Wealth Management LLC	31,259	1,114,037	2.29%
Savant Capital, LLC	28,817	955,805	0.14%
POTOMAC FUND MANAGEMENT INC /ADV	28,492	945,021	0.99%
ROYAL BANK OF CANADA	27,808	922,338	0.0%
ENVESTNET ASSET MANAGEMENT INC	22,390	742,623	0.01%
Farther Finance Advisors, LLC	22,353	739,944	0.21%
NEW YORK LIFE INVESTMENT MANAGEMENT LLC	20,579	682,558	0.17%
Concurrent Investment Advisors, LLC	19,931	661,094	0.22%
ROCKLAND TRUST CO	18,923	627,654	0.76%
SUMMIT WEALTH & RETIREMENT PLANNING, INC.	18,470	612,604	4.41%
Penserra Capital Management LLC	17,781	589,782	0.21%