Who owns LITMAN GREGORY FDS TR?
- Ticker: DBMF
- CUSIP Number: 53700t827
Tip: Access positions for across all investors
Analyze quarterly positions in Litman Gregory Fds Tr with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of Litman Gregory Fds Tr stock
Who bought or sold LITMAN GREGORY FDS TR this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| Miracle Mile Advisors | 2.2M | $64M | -1% | Mar 2024 |
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| Naviter Wealth | 1.5M | $43M | 478% | Mar 2024 |
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| CWM | 1.2M | $35M | 16% | Mar 2024 |
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| Jane Street | 885k | $23M | 100% | Dec 2023 |
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| Goldstein Advisors | 880k | $23M | 9% | Dec 2023 |
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| Litman Gregory Asset Management | 788k | $20M | -2% | Dec 2023 |
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| ValMark Advisers | 778k | $20M | 3% | Dec 2023 |
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| Cardinal Point Capital Management, ULC | 490k | $13M | 100% | Dec 2023 |
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| Advisor Group Holdings | 420k | $11M | -13% | Dec 2023 |
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| Summit Wealth & Retirement Planning | 324k | $8.4M | -37% | Dec 2023 |
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| Jpmorgan Chase & Co | 302k | $7.8M | -96% | Dec 2023 |
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| ALM First Financial Advisors | 270k | $7.0M | 0% | Dec 2023 |
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| Savant Capital Management | 236k | $6.1M | 2% | Dec 2023 |
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| Raymond James Financial Services Advisors | 236k | $6.1M | 1011% | Dec 2023 |
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| Fortress Wealth Group | 234k | $6.1M | 14% | Dec 2023 |
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| Cambridge Investment Research Advisors | 218k | $5.6M | 2% | Dec 2023 |
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| Empire Financial Management Company | 208k | $5.4M | 0% | Dec 2023 |
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| Commonwealth Equity Services | 200k | $5.1M | -1% | Dec 2023 |
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| Retirement Network | 195k | $5.0M | -9% | Dec 2023 |
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| Austin Wealth Management | 193k | $5.2M | 176% | Dec 2023 |
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| Sound Financial Strategies Group | 167k | $4.3M | 100% | Dec 2023 |
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| AE Wealth Management | 155k | $4.1M | 668% | Dec 2023 |
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| CSS | 134k | $3.4M | -14% | Dec 2023 |
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| CoreCap Advisors | 112k | $2.9M | -37% | Dec 2023 |
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| Professional Financial Advisors | 110k | $2.8M | 8% | Dec 2023 |
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| Sowell Financial Services | 107k | $2.7M | -4% | Dec 2023 |
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| Canal Capital Management | 95k | $2.5M | 269% | Dec 2023 |
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| Flow Traders US | 89k | $2.3M | 100% | Dec 2023 |
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| E&G Advisors | 86k | $2.2M | -44% | Dec 2023 |
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| HighTower Advisors | 85k | $2.2M | 58% | Dec 2023 |
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| Fermata Advisors | 84k | $2.4M | -24% | Mar 2024 |
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| Executive Wealth Management | 68k | $1.7M | -17% | Dec 2023 |
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| IFP Advisors | 66k | $1.7M | -3% | Dec 2023 |
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| Rockefeller Capital Management | 66k | $1.7M | -27% | Dec 2023 |
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| Midwest Financial Group | 63k | $1.8M | 3% | Mar 2024 |
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| Creekmur Asset Management | 62k | $1.6M | 100% | Dec 2023 |
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| Captrust Financial Advisors | 61k | $1.6M | -13% | Dec 2023 |
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| Dynamic Advisors Solutions | 59k | $1.7M | 8% | Mar 2024 |
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| Mariner Wealth Advisors | 51k | $1.3M | 16% | Dec 2023 |
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| Private Advisor | 51k | $1.3M | 28% | Dec 2023 |
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| RHS Financial | 50k | $1.4M | 10% | Mar 2024 |
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| R. W. Roge & Company | 48k | $1.2M | -53% | Dec 2023 |
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| Sterneck Capital Management | 48k | $1.2M | 5% | Dec 2023 |
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| Innova Wealth Partners | 43k | $1.1M | -86% | Dec 2023 |
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| LWS Wealth Advisors | 42k | $1.1M | 7% | Dec 2023 |
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| Perigon Wealth Management | 42k | $1.1M | -6% | Dec 2023 |
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| Twelve Points Wealth Management | 38k | $1.1M | -15% | Mar 2024 |
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| Two Sigma Securities | 36k | $916k | 100% | Dec 2023 |
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| Advisory Services Network | 29k | $751k | -78% | Dec 2023 |
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| Wealth Enhancement Advisory Services | 29k | $835k | -38% | Mar 2024 |
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| Moors & Cabot | 28k | $719k | 274% | Dec 2023 |
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| Stifel Financial | 27k | $694k | 3% | Dec 2023 |
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| Financial Advocates Investment Management | 27k | $685k | -52% | Dec 2023 |
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| National Bank Of Canada /fi/ | 26k | $670k | 29% | Dec 2023 |
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| Ancora Advisors | 26k | $656k | 8167% | Dec 2023 |
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| Ausdal Financial Partners | 25k | $718k | 10% | Mar 2024 |
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| Lake Street Financial | 25k | $640k | -6% | Dec 2023 |
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| Retirement Financial Solutions | 24k | $622k | 45% | Dec 2023 |
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| Cedar Brook Financial Partners | 24k | $685k | -59% | Mar 2024 |
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| Visionary Wealth Advisors | 24k | $608k | 6% | Dec 2023 |
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| JJJ Advisors | 23k | $662k | 22% | Mar 2024 |
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| Ethos Financial Group | 22k | $576k | -93% | Dec 2023 |
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| Goldman Sachs Group | 22k | $565k | 100% | Dec 2023 |
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| Verum Partners | 22k | $621k | -5% | Mar 2024 |
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| Retirement Group | 21k | $531k | 6% | Dec 2023 |
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| Gallagher Fiduciary Advisors | 20k | $523k | -4% | Dec 2023 |
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| First Heartland Consultants | 19k | $482k | -43% | Dec 2023 |
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| ORG Partners | 18k | $456k | -20% | Dec 2023 |
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| Worth Asset Management | 17k | $489k | 100% | Mar 2024 |
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| Orion Portfolio Solutions | 17k | $437k | -62% | Dec 2023 |
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| Meridian Wealth Management | 16k | $407k | -10% | Dec 2023 |
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| Trilogy Capital | 15k | $442k | -54% | Mar 2024 |
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| Change Path | 14k | $371k | 4% | Dec 2023 |
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| Wedbush Morgan Securities | 14k | $367k | -7% | Dec 2023 |
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| Steward Partners Investment Advisory | 14k | $356k | -27% | Dec 2023 |
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| Kestra Advisory Services | 13k | $343k | -38% | Dec 2023 |
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| AQR Capital Management | 12k | $313k | 100% | Dec 2023 |
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| Montis Financial | 12k | $346k | 100% | Mar 2024 |
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| Integrated Advisors Network | 12k | $306k | -1% | Dec 2023 |
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| Lincoln National | 11k | $283k | 3% | Dec 2023 |
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| Creative Planning | 10k | $258k | -63% | Dec 2023 |
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| We Are One Seven | 9.5k | $246k | -11% | Dec 2023 |
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| Family Investment Center | 9.2k | $237k | 100% | Dec 2023 |
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| Columbus Macro | 9.2k | $265k | 3% | Mar 2024 |
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| Atria Wealth Solutions | 8.4k | $217k | -3% | Dec 2023 |
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| EverSource Wealth Advisors | 8.4k | $217k | -20% | Dec 2023 |
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| Arete Wealth Advisors | 7.9k | $204k | 100% | Dec 2023 |
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| Wealthcare Advisory Partners | 7.7k | $221k | 100% | Mar 2024 |
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| Wells Fargo & Company | 6.4k | $164k | 1873% | Dec 2023 |
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| Proequities | 4.3k | $111M | 100% | Dec 2023 |
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| UBS Group | 3.6k | $92k | 55% | Dec 2023 |
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| Private Trust Co Na | 2.3k | $60k | 3% | Dec 2023 |
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| Householder Group Estate & Retirement Specialist | 1.8k | $47k | -21% | Dec 2023 |
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| Fairman Group | 1.5k | $39k | 100% | Dec 2023 |
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| Royal Bank of Canada | 1.3k | $33k | 278% | Dec 2023 |
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| Sound Income Strategies | 1.1k | $31k | -3% | Mar 2024 |
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| Harbour Investments | 809.00 | $21k | 19% | Dec 2023 |
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| Global Retirement Partners | 714.00 | $19k | 62% | Dec 2023 |
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| Hobbs Group Advisors | 448.00 | $12k | 100% | Dec 2023 |
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| Harvest Fund Management | 305.00 | $8.0k | -71% | Dec 2023 |
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| Lee Financial | 184.00 | $4.7k | 100% | Dec 2023 |
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| TSFG | 102.00 | $3.0k | 343% | Mar 2024 |
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| First Pacific Financial | 52.00 | $1.3k | 100% | Dec 2023 |
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| Legend Financial Advisors | 25.00 | $717.000000 | -58% | Mar 2024 |
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| Principal Securities | 24.00 | $618.000000 | 100% | Dec 2023 |
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Who sold out of Litman Gregory Fds Tr?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| PFG Advisors | Sep 2023 | 128k | $3.7M |
| BCJ Capital Management | Sep 2023 | 50k | $1.4M |
| Virtue Capital Management | Sep 2023 | 26k | $724k |
| AlphaQ Advisors | Sep 2023 | 23k | $649k |
| Rockland Trust | Dec 2023 | 21k | $543k |
| Raymond James & Associates | Sep 2023 | 17k | $494k |
| Stapp Wealth Management, P | Sep 2023 | 14k | $394k |
| CI Private Wealth | Sep 2023 | 12k | $339k |
| H D Vest Advisory Services | Sep 2023 | 9.3k | $268k |
| Strategic Blueprint | Sep 2023 | 8.5k | $247k |
| Ameritas Advisory Services | Sep 2023 | 6.9k | $201k |
| Simplex Trading | Sep 2023 | 520.00 | $15k |
| Impact Partnership Wealth | Sep 2023 | 266.00 | $7.7k |