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 |
|---|---|---|---|---|---|
| LPL Financial | 5.6M | $158M | 7% | Dec 2025 |
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| Tiaa Trust, National Association | 3.1M | $88M | 100% | Dec 2025 |
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| Northwestern Mutual Wealth Management Company | 2.2M | $61M | 10% | Dec 2025 |
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| Toroso Investments | 1.6M | $46M | 130% | Dec 2025 |
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| Parcion Private Wealth | 1.6M | $44M | 1% | Dec 2025 |
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| Raymond James Financial | 1.5M | $41M | 7% | Dec 2025 |
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| Cardinal Point Capital Management, ULC | 1.2M | $33M | 4% | Dec 2025 |
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| Litman Gregory Asset Management | 1.1M | $31M | -4% | Dec 2025 |
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| Goldstein Advisors | 1.1M | $30M | -2% | Dec 2025 |
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| Savant Capital Management | 966k | $27M | 0% | Dec 2025 |
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| Potomac Fund Management | 859k | $24M | 5% | Dec 2025 |
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| Resources Investment Advisors | 644k | $18M | -3% | Dec 2025 |
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| Austin Wealth Management | 636k | $18M | 4% | Dec 2025 |
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| Envestnet Asset Management | 623k | $18M | -4% | Dec 2025 |
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| Rockland Trust | 606k | $17M | 27% | Dec 2025 |
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| Summit Wealth & Retirement Planning | 599k | $17M | 2% | Dec 2025 |
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| New York Life Investment Management | 570k | $16M | -1% | Dec 2025 |
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| IAG Wealth Partners | 565k | $16M | 5% | Dec 2025 |
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| Commonwealth Equity Services | 548k | $15M | 4% | Dec 2025 |
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| Penserra Capital Management | 532k | $15M | 100% | Dec 2025 |
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| Sage Private Wealth Group | 494k | $14M | 2% | Dec 2025 |
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| ALM First Financial Advisors | 472k | $13M | 0% | Dec 2025 |
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| ValMark Advisers | 470k | $13M | -1% | Dec 2025 |
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| Fortitude Family Office | 449k | $13M | 35% | Dec 2025 |
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| Beacon Harbor Wealth Advisors | 437k | $12M | 100% | Dec 2025 |
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| Private Advisor | 436k | $12M | 1% | Dec 2025 |
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| Innova Wealth Partners | 429k | $12M | 1179% | Dec 2025 |
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| Cambria Investment Management | 373k | $11M | 41% | Dec 2025 |
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| Scarborough Advisors | 346k | $9.7M | 206% | Dec 2025 |
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| AI Financial Services | 322k | $9.0M | -2% | Dec 2025 |
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| Wells Fargo & Company | 317k | $8.9M | -15% | Dec 2025 |
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| Farther Finance Advisors | 304k | $8.5M | 89% | Dec 2025 |
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| Evelyn Partners Asset Management | 302k | $8.5M | -17% | Dec 2025 |
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| Merit Financial Group | 294k | $8.2M | 176% | Dec 2025 |
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| Axxcess Wealth Management | 290k | $8.1M | -31% | Dec 2025 |
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| Ashton Thomas Securities | 271k | $7.6M | 3% | Dec 2025 |
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| Retirement Network | 258k | $7.2M | -2% | Dec 2025 |
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| FMA Wealth Management | 248k | $6.9M | 100% | Dec 2025 |
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| Cetera Investment Advisers | 246k | $6.9M | 15% | Dec 2025 |
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| Mml Investors Services | 245k | $6.9M | -3% | Dec 2025 |
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| Royal Bank of Canada | 223k | $5.9M | 248% | Sep 2025 |
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| Deane Retirement Strategies | 217k | $6.1M | 0% | Dec 2025 |
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| Empire Financial Management Company | 212k | $5.9M | 1% | Dec 2025 |
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| Equitable Holdings | 211k | $5.9M | 15% | Dec 2025 |
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| Cambridge Investment Research Advisors | 209k | $5.9M | 0% | Dec 2025 |
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| CSS | 206k | $5.8M | 0% | Dec 2025 |
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| Empowered Funds | 204k | $5.7M | 112% | Dec 2025 |
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| Professional Financial Advisors | 200k | $5.6M | 4% | Dec 2025 |
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| Upper Left Wealth Management | 196k | $5.5M | 4% | Dec 2025 |
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| Carrera Capital Advisors | 196k | $5.5M | 100% | Dec 2025 |
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| Fermata Advisors | 179k | $5.0M | 34% | Dec 2025 |
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| CWM | 174k | $4.9M | -4% | Dec 2025 |
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| Beacon Capital Management | 162k | $4.5M | -32% | Dec 2025 |
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| Capitolis Liquid Global Markets | 149k | $4.1M | 0% | Sep 2025 |
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| Principia Wealth Advisory | 148k | $4.2M | 15% | Dec 2025 |
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| Avestar Capital | 144k | $4.1M | 1% | Dec 2025 |
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| Longview Financial Advisors | 140k | $3.9M | 2% | Dec 2025 |
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| Live Oak Investment Partners | 138k | $3.9M | 5% | Dec 2025 |
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| Ethos Financial Group | 137k | $3.8M | 953% | Dec 2025 |
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| Elyxium Wealth | 137k | $3.8M | 47% | Dec 2025 |
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| Aspiriant | 131k | $3.7M | 100% | Dec 2025 |
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| Entrewealth | 131k | $3.9M | 11% | Dec 2025 |
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| Sterneck Capital Management | 129k | $3.6M | 3% | Dec 2025 |
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| Evelyn Partners Investment Management Services | 128k | $3.6M | 5% | Dec 2025 |
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| CoreCap Advisors | 128k | $3.6M | -21% | Dec 2025 |
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| Atria Investments | 119k | $3.4M | 6% | Dec 2025 |
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| Stansberry Asset Management | 118k | $3.3M | 2% | Dec 2025 |
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| Worth Asset Management | 114k | $3.2M | 1276% | Dec 2025 |
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| Sky-mountain Capital Management | 100k | $2.9M | 100% | Dec 2025 |
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| Sanctuary Advisors | 97k | $2.7M | 28% | Dec 2025 |
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| Mackey Komara & Dankovich | 92k | $2.6M | -2% | Dec 2025 |
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| Fairman Group | 89k | $2.5M | 7% | Dec 2025 |
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| Renaissance Technologies | 88k | $2.5M | 7% | Dec 2025 |
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| Goss Wealth Management | 87k | $2.4M | 14% | Dec 2025 |
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| Good Steward Wealth Advisors | 82k | $2.3M | 379% | Dec 2025 |
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| Midwest Financial Group | 81k | $2.3M | 10% | Dec 2025 |
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| Canal Capital Management | 78k | $2.2M | -15% | Dec 2025 |
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| Perennial Investment Advisors | 76k | $2.1M | 52% | Dec 2025 |
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| Sound Financial Strategies Group | 76k | $2.1M | 23% | Dec 2025 |
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| Citadel Advisors | 76k | $2.1M | -35% | Sep 2025 |
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| Hilltop Holdings | 73k | $2.0M | -2% | Dec 2025 |
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| Manning & Napier Advisors | 72k | $2.0M | 446% | Dec 2025 |
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| Stonebridge Financial Group | 72k | $2.0M | 21% | Dec 2025 |
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| Howard Bailey Securities | 72k | $2.0M | 9% | Sep 2025 |
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| IFG Advisory | 70k | $2.0M | 10% | Dec 2025 |
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| Rainey & Randall Investment Management | 68k | $1.9M | 0% | Dec 2025 |
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| Twelve Points Wealth Management | 64k | $1.8M | 2% | Dec 2025 |
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| Mariner Wealth Advisors | 64k | $1.8M | 12% | Dec 2025 |
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| Manufacturers Life Insurance Company | 60k | $1.7M | 607% | Dec 2025 |
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| Captrust Financial Advisors | 60k | $1.7M | -15% | Dec 2025 |
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| Galvin, Gaustad & Stein | 59k | $1.7M | 100% | Dec 2025 |
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| E&G Advisors | 57k | $1.6M | -21% | Dec 2025 |
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| R. W. Roge & Company | 55k | $1.6M | -9% | Dec 2025 |
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| Smart Portfolios | 51k | $1.4M | 37% | Dec 2025 |
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| RHS Financial | 50k | $1.4M | -7% | Dec 2025 |
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| MAI Wealth Advisors | 50k | $1.4M | 4% | Dec 2025 |
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| Torno Capital | 50k | $1.4M | 100% | Dec 2025 |
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| Alpha Capital Advisors | 50k | $1.4M | 100% | Dec 2025 |
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| Concurrent Investment Advisors | 47k | $1.3M | 45% | Dec 2025 |
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| Quadrature Capital | 47k | $1.3M | 100% | Dec 2025 |
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| West Chester Capital Advisors | 47k | $1.3M | -41% | Dec 2025 |
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| National Bank Of Canada /fi/ | 45k | $1.3M | 7% | Dec 2025 |
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| Optivise Advisory Services | 44k | $1.2M | -22% | Dec 2025 |
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| Legacy Capital Group California | 44k | $1.2M | -4% | Dec 2025 |
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| Columbus Macro | 42k | $1.2M | 3% | Dec 2025 |
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| Kovack Advisors | 40k | $1.1M | 100% | Dec 2025 |
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| Savvy Advisors | 40k | $1.1M | 0% | Dec 2025 |
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| Centaurus Financial | 39k | $1.1M | 18% | Dec 2025 |
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| Stifel Financial | 39k | $1.1M | -11% | Dec 2025 |
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| Brian McDonald | 36k | $1.0M | -14% | Dec 2025 |
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| AE Wealth Management | 36k | $1.0M | 14% | Dec 2025 |
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| Greenwood Capital Associates | 36k | $996k | 36% | Dec 2025 |
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| Wealth Enhancement Advisory Services | 34k | $968k | 15% | Dec 2025 |
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| Abbington Investment Group | 34k | $949k | 0% | Dec 2025 |
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| First Growth Capital | 32k | $979k | 100% | Dec 2025 |
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| Nwam | 32k | $932k | -1% | Dec 2025 |
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| Simplicity Wealth | 31k | $863k | 40% | Dec 2025 |
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| Inspire Advisors | 30k | $848k | 48% | Dec 2025 |
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| Ausdal Financial Partners | 30k | $848k | -2% | Dec 2025 |
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| City Center Advisors | 30k | $834k | 21% | Dec 2025 |
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| Global Retirement Partners | 29k | $815k | 6% | Dec 2025 |
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| Integrated Wealth Concepts | 29k | $812k | -5% | Dec 2025 |
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| Arwa | 29k | $809k | 100% | Dec 2025 |
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| Advyzon Investment Management | 29k | $805k | 151% | Dec 2025 |
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| Visionary Wealth Advisors | 28k | $795k | -5% | Dec 2025 |
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| Rockefeller Capital Management | 28k | $792k | 250% | Dec 2025 |
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| Advisor Group Holdings | 28k | $772k | 29% | Dec 2025 |
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| Exchange Traded Concepts | 27k | $768k | 0% | Dec 2025 |
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| Thrivent Financial for Lutherans | 27k | $754k | 100% | Dec 2025 |
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| ORG Wealth Partners | 27k | $748k | -2% | Dec 2025 |
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| Blueprint Investment Partners | 27k | $745k | -12% | Dec 2025 |
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| Blueprint Financial Advisors | 27k | $745k | -12% | Dec 2025 |
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| Retirement Financial Solutions | 26k | $733k | 105% | Dec 2025 |
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| Trilogy Capital | 25k | $708k | 7% | Dec 2025 |
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| Englebert Financial Advisers | 25k | $694k | 100% | Dec 2025 |
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| Creative Planning | 23k | $652k | 33% | Dec 2025 |
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| Frontier Asset Management | 22k | $630k | -65% | Dec 2025 |
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| AQR Capital Management | 22k | $587k | 15% | Sep 2025 |
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| Strategic Wealth Partners | 21k | $576k | 100% | Sep 2025 |
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| Proactive Wealth Strategies | 20k | $563k | 2% | Dec 2025 |
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| CLS Investments | 19k | $536k | 5% | Dec 2025 |
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| Wedbush Morgan Securities | 19k | $535k | -4% | Dec 2025 |
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| Pinnacle Family Advisors | 19k | $535k | 1% | Dec 2025 |
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| Glassman Wealth Services | 18k | $513k | 100% | Dec 2025 |
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| Guardian Capital | 18k | $492k | 100% | Dec 2025 |
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| Trajan Wealth | 18k | $491k | -13% | Dec 2025 |
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| Hyundai Investments | 17k | $479k | 100% | Dec 2025 |
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| Steward Partners Investment Advisory | 17k | $476k | 16% | Dec 2025 |
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| Vise Technologies | 16k | $459k | 100% | Dec 2025 |
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| Hudson Oak Wealth Advisory | 16k | $458k | 100% | Dec 2025 |
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| Family Office Research | 14k | $397k | -60% | Dec 2025 |
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| Matrix Trust | 8.3k | $232k | -79% | Dec 2025 |
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| HPM Partners | 7.9k | $223k | -72% | Dec 2025 |
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Who sold out of Litman Gregory Fds Tr?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Baird Financial | Sep 2025 | 150k | $4.1M |
| Burt Wealth Advisors | Jun 2025 | 22k | $552k |
| Financial Advocates Investment Management | Jun 2025 | 19k | $486k |
| Tactive Advisors | Sep 2025 | 17k | $468k |