Who owns LITMAN GREGORY FDS TR?
- Ticker: DBMF
- CUSIP Number: 53700t827
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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 | 5.3M | $144M | 2% | Sep 2025 |
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| Morgan Stanley | 2.7M | $90M | 100% | Jun 2025 |
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| Northwestern Mutual Wealth Management Company | 2.0M | $54M | 4% | Sep 2025 |
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| Parcion Private Wealth | 1.5M | $42M | 100% | Sep 2025 |
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| Raymond James Financial | 1.4M | $37M | 6% | Sep 2025 |
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| Litman Gregory Asset Management | 1.2M | $32M | -1% | Sep 2025 |
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| Cardinal Point Capital Management, ULC | 1.1M | $31M | 4% | Sep 2025 |
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| Goldstein Advisors | 1.1M | $29M | -9% | Sep 2025 |
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| Savant Capital Management | 967k | $26M | 37% | Sep 2025 |
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| Potomac Fund Management | 822k | $22M | 100% | Sep 2025 |
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| Toroso Investments | 703k | $19M | 107% | Sep 2025 |
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| Resources Investment Advisors | 664k | $18M | -4% | Sep 2025 |
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| Envestnet Asset Management | 652k | $18M | 3% | Sep 2025 |
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| Austin Wealth Management | 610k | $17M | 9% | Sep 2025 |
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| Summit Wealth & Retirement Planning | 590k | $16M | 1% | Sep 2025 |
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| New York Life Investment Management | 575k | $16M | 21% | Sep 2025 |
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| IAG Wealth Partners | 536k | $15M | 29% | Sep 2025 |
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| Commonwealth Equity Services | 526k | $14M | 6% | Sep 2025 |
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| Sage Private Wealth Group | 484k | $13M | 5% | Sep 2025 |
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| Rockland Trust | 476k | $13M | 62% | Sep 2025 |
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| ValMark Advisers | 474k | $13M | 0% | Sep 2025 |
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| ALM First Financial Advisors | 472k | $13M | 0% | Sep 2025 |
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| Private Advisor | 433k | $12M | 8% | Sep 2025 |
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| Axxcess Wealth Management | 421k | $12M | 16% | Sep 2025 |
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| Wells Fargo & Company | 375k | $10M | -3% | Sep 2025 |
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| Evelyn Partners Asset Management | 362k | $9.9M | -4% | Sep 2025 |
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| Fortitude Family Office | 332k | $9.1M | -2% | Sep 2025 |
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| AI Financial Services | 329k | $9.0M | 48% | Sep 2025 |
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| Cambria Investment Management | 264k | $7.2M | -1% | Sep 2025 |
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| Retirement Network | 263k | $7.2M | 1% | Sep 2025 |
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| Ashton Thomas Securities | 262k | $7.2M | 95% | Sep 2025 |
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| Mml Investors Services | 254k | $6.9M | 280% | Sep 2025 |
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| Beacon Capital Management | 239k | $6.5M | 100% | Sep 2025 |
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| Royal Bank of Canada | 223k | $5.9M | 248% | Sep 2025 |
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| Deane Retirement Strategies | 216k | $5.9M | -1% | Sep 2025 |
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| Cetera Investment Advisers | 214k | $5.9M | 8% | Sep 2025 |
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| Empire Financial Management Company | 210k | $5.7M | 2% | Sep 2025 |
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| Cambridge Investment Research Advisors | 209k | $5.7M | 6% | Sep 2025 |
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| CSS | 206k | $5.6M | 0% | Sep 2025 |
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| Principia Wealth Advisory | 201k | $5.2M | -6% | Jun 2025 |
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| Professional Financial Advisors | 193k | $5.3M | 7% | Sep 2025 |
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| Upper Left Wealth Management | 188k | $5.1M | 4% | Sep 2025 |
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| Equitable Holdings | 184k | $5.0M | 7% | Sep 2025 |
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| CWM | 182k | $5.0M | -7% | Sep 2025 |
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| Astor Investment Management | 178k | $4.6M | -4% | Jun 2025 |
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| CoreCap Advisors | 162k | $4.4M | 25% | Sep 2025 |
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| Farther Finance Advisors | 161k | $4.4M | 50% | Sep 2025 |
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| Baird Financial | 150k | $4.1M | -13% | Sep 2025 |
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| Capitolis Liquid Global Markets | 149k | $4.1M | 0% | Sep 2025 |
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| Avestar Capital | 143k | $3.9M | -8% | Sep 2025 |
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| Longview Financial Advisors | 137k | $3.7M | 2% | Sep 2025 |
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| Fermata Advisors | 134k | $3.7M | 2% | Sep 2025 |
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| Live Oak Investment Partners | 132k | $3.6M | 14% | Sep 2025 |
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| Sterneck Capital Management | 125k | $3.4M | 183% | Sep 2025 |
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| Evelyn Partners Investment Management Services | 122k | $3.3M | 0% | Sep 2025 |
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| Entrewealth | 118k | $3.2M | 30% | Sep 2025 |
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| Stansberry Asset Management | 116k | $3.2M | -1% | Sep 2025 |
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| Scarborough Advisors | 113k | $2.9M | -6% | Jun 2025 |
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| Atria Investments | 113k | $3.1M | -2% | Sep 2025 |
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| Merit Financial Group | 107k | $2.9M | 189% | Sep 2025 |
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| Empowered Funds | 96k | $2.6M | 2% | Sep 2025 |
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| Mackey Komara & Dankovich | 94k | $2.6M | 2% | Sep 2025 |
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| Elyxium Wealth | 93k | $2.5M | 74% | Sep 2025 |
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| Canal Capital Management | 93k | $2.4M | 132% | Jun 2025 |
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| Fairman Group | 83k | $2.3M | 11% | Sep 2025 |
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| Renaissance Technologies | 83k | $2.3M | -53% | Sep 2025 |
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| West Chester Capital Advisors | 80k | $2.2M | 100% | Sep 2025 |
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| Goss Wealth Management | 76k | $2.1M | 0% | Sep 2025 |
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| Citadel Advisors | 76k | $2.1M | -35% | Sep 2025 |
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| Hilltop Holdings | 75k | $2.0M | -2% | Sep 2025 |
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| Midwest Financial Group | 73k | $2.0M | 2% | Sep 2025 |
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| E&G Advisors | 72k | $2.0M | -1% | Sep 2025 |
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| Captrust Financial Advisors | 70k | $1.9M | -14% | Sep 2025 |
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| Rainey & Randall Investment Management | 68k | $1.9M | 7% | Sep 2025 |
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| IFG Advisory | 64k | $1.7M | 2% | Sep 2025 |
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| Frontier Asset Management | 63k | $1.7M | -4% | Sep 2025 |
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| Twelve Points Wealth Management | 63k | $1.7M | -6% | Sep 2025 |
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| Sound Financial Strategies Group | 62k | $1.7M | 100% | Sep 2025 |
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| R. W. Roge & Company | 61k | $1.7M | -15% | Sep 2025 |
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| Stonebridge Financial Group | 60k | $1.6M | 89% | Sep 2025 |
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| Mariner Wealth Advisors | 57k | $1.6M | 0% | Sep 2025 |
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| Optivise Advisory Services | 56k | $1.5M | -18% | Sep 2025 |
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| RHS Financial | 54k | $1.5M | 8% | Sep 2025 |
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| Howard Bailey Securities | 53k | $1.5M | 2% | Sep 2025 |
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| Perennial Investment Advisors | 50k | $1.4M | 11% | Sep 2025 |
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| MAI Wealth Advisors | 48k | $1.3M | 18% | Sep 2025 |
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| Legacy Capital Group California | 46k | $1.2M | -1% | Sep 2025 |
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| Stifel Financial | 44k | $1.2M | -28% | Sep 2025 |
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| National Bank Of Canada /fi/ | 42k | $1.2M | 14% | Sep 2025 |
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| Brian McDonald | 42k | $1.2M | 70% | Sep 2025 |
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| Columbus Macro | 41k | $1.1M | 12% | Sep 2025 |
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| Savvy Advisors | 40k | $1.1M | -17% | Sep 2025 |
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| Matrix Trust | 39k | $1.1M | -5% | Sep 2025 |
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| Smart Portfolios | 37k | $1.0M | 18% | Sep 2025 |
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| Family Office Research | 34k | $932k | 5% | Sep 2025 |
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| Abbington Investment Group | 34k | $922k | 100% | Sep 2025 |
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| Innova Wealth Partners | 34k | $915k | -57% | Sep 2025 |
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| Centaurus Financial | 33k | $905k | 207% | Sep 2025 |
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| Concurrent Investment Advisors | 33k | $888k | 60% | Sep 2025 |
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| Nwam | 32k | $907k | 0% | Sep 2025 |
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| AE Wealth Management | 32k | $867k | 22% | Sep 2025 |
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| Ausdal Financial Partners | 31k | $838k | 19% | Sep 2025 |
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| Integrated Wealth Concepts | 30k | $830k | 8% | Sep 2025 |
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| Blueprint Investment Partners | 30k | $820k | 100% | Sep 2025 |
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| Blueprint Financial Advisors | 30k | $820k | 100% | Sep 2025 |
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| Visionary Wealth Advisors | 30k | $811k | -32% | Sep 2025 |
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| Wealth Enhancement Advisory Services | 30k | $836k | -14% | Sep 2025 |
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| HPM Partners | 28k | $766k | -9% | Sep 2025 |
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| Global Retirement Partners | 28k | $752k | 7% | Sep 2025 |
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| Exchange Traded Concepts | 27k | $748k | 0% | Sep 2025 |
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| ORG Wealth Partners | 27k | $741k | -3% | Sep 2025 |
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| Greenwood Capital Associates | 26k | $713k | 55% | Sep 2025 |
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| City Center Advisors | 25k | $670k | -30% | Sep 2025 |
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| Trilogy Capital | 24k | $646k | -2% | Sep 2025 |
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| Bank Of Montreal | 22k | $574k | 100% | Jun 2025 |
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| Simplicity Wealth | 22k | $600k | -24% | Sep 2025 |
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| AQR Capital Management | 22k | $587k | 15% | Sep 2025 |
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| Advisor Group Holdings | 21k | $584k | -46% | Sep 2025 |
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| Strategic Wealth Partners | 21k | $576k | 100% | Sep 2025 |
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| Inspire Advisors | 21k | $560k | 155% | Sep 2025 |
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| Trajan Wealth | 20k | $552k | -20% | Sep 2025 |
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| Wedbush Morgan Securities | 20k | $542k | 5% | Sep 2025 |
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| Proactive Wealth Strategies | 20k | $537k | 1% | Sep 2025 |
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| Pinnacle Family Advisors | 19k | $516k | 7% | Sep 2025 |
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| CLS Investments | 18k | $496k | -1% | Sep 2025 |
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| Creative Planning | 17k | $476k | 0% | Sep 2025 |
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| Tactive Advisors | 17k | $468k | 100% | Sep 2025 |
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| Good Steward Wealth Advisors | 17k | $466k | 100% | Sep 2025 |
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| We Are One Seven | 15k | $400k | 16% | Sep 2025 |
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| Steward Partners Investment Advisory | 15k | $399k | -23% | Sep 2025 |
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| Kestra Advisory Services | 14k | $391k | -10% | Sep 2025 |
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| ORG Partners | 14k | $386k | -4% | Sep 2025 |
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| Manning & Napier Advisors | 13k | $361k | 1391% | Sep 2025 |
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| Ethos Financial Group | 13k | $356k | -1% | Sep 2025 |
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| Retirement Financial Solutions | 13k | $349k | 3% | Sep 2025 |
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| Oppenheimer & Co | 13k | $344k | 100% | Sep 2025 |
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| GeoWealth Management | 12k | $336k | -5% | Sep 2025 |
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| Change Path | 12k | $329k | -10% | Sep 2025 |
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| Wealthcare Advisory Partners | 12k | $324k | 0% | Sep 2025 |
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| Advyzon Investment Management | 11k | $312k | 4% | Sep 2025 |
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| Verum Partners | 11k | $308k | 27% | Sep 2025 |
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| Lake Street Financial | 11k | $302k | -14% | Sep 2025 |
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| Fifth Third Securities | 11k | $289k | 19% | Sep 2025 |
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| Wiley Bros.-aintree Capital | 10k | $283k | -1% | Sep 2025 |
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| RFG Advisory | 10k | $285k | 100% | Sep 2025 |
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| Brighton Jones | 10k | $283k | 1% | Sep 2025 |
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| Genesis Wealth Advisors | 10k | $278k | 0% | Sep 2025 |
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| Focus Financial Network | 10k | $276k | 7% | Sep 2025 |
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| Integrated Advisors Network | 10k | $274k | 1% | Sep 2025 |
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| Harbour Investments | 9.5k | $260k | 7% | Sep 2025 |
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| Meridian Wealth Management | 9.4k | $257k | -34% | Sep 2025 |
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| Private Trust Co Na | 8.4k | $228k | -43% | Sep 2025 |
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| Rockefeller Capital Management | 8.1k | $220k | -67% | Sep 2025 |
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| West Michigan Advisors | 7.3k | $201k | -48% | Sep 2025 |
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| Jpmorgan Chase & Co | 5.3k | $144k | -98% | Sep 2025 |
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| LFA - Lugano Financial Advisors SA | 2.0k | $55k | -83% | Sep 2025 |
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Who sold out of Litman Gregory Fds Tr?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| TriaGen Wealth Management | Jun 2025 | 89k | $2.3M |
| Castleview Partners | Jun 2025 | 49k | $1.3M |
| Flow Traders US | Jun 2025 | 29k | $755k |
| Hrt Financial | Jun 2025 | 27k | $694k |
| Family Investment Center | Jun 2025 | 27k | $684k |
| Burt Wealth Advisors | Jun 2025 | 22k | $552k |
| Susquehanna International | Jun 2025 | 21k | $539k |
| Financial Advocates Investment Management | Jun 2025 | 19k | $486k |
| Two Sigma Securities | Jun 2025 | 10k | $266k |
| L2 Asset Management | Jun 2025 | 9.6k | $246k |