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 | 21M | $651M | -3% | Jun 2026 |
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| Jpmorgan Chase & Co | 12M | $369M | 100% | Jun 2026 |
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| Northwestern Mutual Wealth Management Company | 3.4M | $105M | 42% | Jun 2026 |
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| TIAA Wealth Investment Management | 2.8M | $85M | -2% | Jun 2026 |
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| Raymond James Financial | 2.6M | $79M | 37% | Jun 2026 |
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| Bank of America Corporation | 2.0M | $62M | 34% | Jun 2026 |
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| Parcion Private Wealth | 1.5M | $49M | -1% | Sep 2026 |
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| Toroso Investments | 1.4M | $43M | 1% | Jun 2026 |
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| Cardinal Point Capital Management, ULC | 1.3M | $42M | 3% | Sep 2026 |
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| Beacon Pointe Advisors | 1.1M | $34M | 5% | Jun 2026 |
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| Goldstein Advisors | 1.1M | $35M | 1% | Sep 2026 |
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| Edge Wealth Management | 1.1M | $35M | 0% | Sep 2026 |
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| Royal Bank of Canada | 1.1M | $31M | 14% | Jun 2026 |
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| Farther Finance Advisors | 984k | $32M | 3% | Sep 2026 |
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| New York Life Investment Management | 969k | $30M | 42% | Jun 2026 |
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| Savant Capital Management | 954k | $29M | 0% | Jun 2026 |
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| Rockland Trust | 763k | $25M | 10% | Sep 2026 |
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| Envestnet Asset Management | 754k | $23M | 2% | Jun 2026 |
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| Concurrent Investment Advisors | 695k | $23M | -9% | Sep 2026 |
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| Cetera Investment Advisers | 690k | $21M | 141% | Jun 2026 |
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| Commonwealth Equity Services | 680k | $21M | 16% | Jun 2026 |
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| Strategic Planning Group | 650k | $21M | 100% | Sep 2026 |
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| Summit Wealth & Retirement Planning | 638k | $20M | 4% | Jun 2026 |
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| Fortitude Family Office | 594k | $19M | 7% | Sep 2026 |
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| Penserra Capital Management | 556k | $17M | -6% | Jun 2026 |
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| Sage Private Wealth Group | 544k | $18M | 2% | Sep 2026 |
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| IAG Wealth Partners | 512k | $16M | -5% | Jun 2026 |
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| Merit Financial Group | 505k | $15M | 25% | Jun 2026 |
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| Austin Wealth Management | 479k | $15M | 3% | Jun 2026 |
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| Prentice Wealth Management | 464k | $15M | 2% | Sep 2026 |
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| ALM First Financial Advisors | 453k | $5.6M | 0% | Sep 2026 |
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| Resources Investment Advisors | 429k | $13M | -4% | Jun 2026 |
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| Hengehold Capital Management | 426k | $14M | 4% | Sep 2026 |
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| Gts Securities | 406k | $12M | 100% | Jun 2026 |
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| Professional Financial Advisors | 352k | $12M | 5% | Sep 2026 |
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| AI Financial Services | 351k | $11M | -1% | Sep 2026 |
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| Equitable Holdings | 347k | $11M | 26% | Jun 2026 |
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| Rockefeller Capital Management | 335k | $10M | -7% | Jun 2026 |
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| Axxcess Wealth Management | 330k | $11M | 5% | Sep 2026 |
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| Ashton Thomas Securities | 315k | $10M | 100% | Sep 2026 |
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| Ethos Financial Group | 312k | $9.7M | 109% | Jun 2026 |
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| Deane Retirement Strategies | 311k | $10M | 100% | Sep 2026 |
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| Retirement Network | 310k | $9.5M | 5% | Jun 2026 |
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| Cambria Investment Management | 308k | $9.4M | 2% | Jun 2026 |
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| Wells Fargo & Company | 298k | $9.1M | -2% | Jun 2026 |
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| Private Advisor | 268k | $8.2M | 6% | Jun 2026 |
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| LS Investment Advisors | 247k | $8.0M | 14% | Sep 2026 |
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| FMA Wealth Management | 243k | $7.9M | 1% | Sep 2026 |
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| Gainline Financial Partners | 238k | $7.8M | 100% | Sep 2026 |
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| ValMark Advisers | 234k | $7.2M | 7% | Jun 2026 |
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| Upper Left Wealth Management | 233k | $7.6M | 9% | Sep 2026 |
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| Innova Wealth Partners | 230k | $7.5M | 11% | Sep 2026 |
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| Manning & Napier Advisors | 223k | $6.8M | 52% | Jun 2026 |
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| Empire Financial Management Company | 216k | $6.6M | 1% | Jun 2026 |
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| Empowered Funds | 212k | $6.5M | 2% | Jun 2026 |
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| Cambridge Investment Research Advisors | 211k | $6.5M | 6% | Jun 2026 |
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| Independence Wealth Advisors | 211k | $6.9M | 100% | Sep 2026 |
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| CSS | 206k | $6.3M | 0% | Jun 2026 |
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| Fermata Advisors | 203k | $6.6M | 5% | Sep 2026 |
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| CoreCap Advisors | 200k | $6.5M | 14% | Sep 2026 |
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| Mml Investors Services | 191k | $5.9M | -5% | Jun 2026 |
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| Longview Financial Advisors | 186k | $6.0M | 2% | Sep 2026 |
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| Optima Capital | 176k | $5.7M | 100% | Sep 2026 |
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| Integrated Wealth Concepts | 171k | $5.2M | 41% | Jun 2026 |
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| Entrewealth | 169k | $5.5M | 12% | Sep 2026 |
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| Beacon Capital Management | 169k | $5.5M | 1% | Sep 2026 |
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| IFG Advisory | 165k | $5.0M | 100% | Jun 2026 |
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| Elyxium Wealth | 163k | $5.3M | 6% | Sep 2026 |
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| _Sentinel Trust Company, LBA______________ | 162k | $5.0M | 100% | Jun 2026 |
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| Kroeger Financial Partners | 157k | $5.1M | 0% | Sep 2026 |
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| Trademark Financial Management | 157k | $5.1M | 16% | Sep 2026 |
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| Canal Capital Management | 156k | $4.8M | 180% | Jun 2026 |
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| Principia Wealth Advisory | 152k | $4.6M | 33% | Jun 2026 |
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| Rubicon Advisors, GP | 151k | $4.9M | 10% | Sep 2026 |
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| Diversify Advisory Services | 150k | $4.9M | 178% | Sep 2026 |
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| Diversify Wealth Management | 150k | $4.9M | 178% | Sep 2026 |
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| Capitolis Liquid Global Markets | 150k | $4.6M | -18% | Jun 2026 |
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| Live Oak Investment Partners | 150k | $4.9M | 1% | Sep 2026 |
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| Avestar Capital | 146k | $4.7M | -1% | Sep 2026 |
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| Collaborative Fund Advisors | 139k | $4.3M | 49% | Jun 2026 |
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| Sky-mountain Capital Management | 138k | $4.2M | 1% | Jun 2026 |
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| Sanctuary Advisors | 135k | $4.1M | 7% | Jun 2026 |
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| Arwa | 134k | $4.5M | 20% | Sep 2026 |
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| Altiora Financial Group | 133k | $4.1M | 90% | Jun 2026 |
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| Mission Creek Capital Partners | 131k | $4.0M | 6% | Jun 2026 |
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| Sterneck Capital Management | 131k | $4.0M | 0% | Jun 2026 |
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| Atria Investments | 128k | $4.2M | 21% | Sep 2026 |
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| Aspiriant | 127k | $4.1M | 3% | Sep 2026 |
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| Stansberry Asset Management | 121k | $3.7M | 3% | Jun 2026 |
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| Advyzon Investment Management | 121k | $3.7M | 21% | Jun 2026 |
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| Baird Financial | 117k | $3.6M | 21% | Jun 2026 |
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| We Are One Seven | 111k | $3.6M | 3% | Sep 2026 |
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| Client First Capital | 111k | $3.6M | 100% | Sep 2026 |
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| Fairman Group | 111k | $3.6M | 5% | Sep 2026 |
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| ATX Financial Planning | 108k | $3.5M | 20% | Sep 2026 |
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| Forum Finance Group | 108k | $2.7M | 39% | Jun 2026 |
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| R. W. Roge & Company | 107k | $3.3M | 22% | Jun 2026 |
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| Exchange Traded Concepts | 105k | $3.4M | 5% | Sep 2026 |
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| Goss Wealth Management | 103k | $3.2M | 13% | Jun 2026 |
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| Mackey Komara & Dankovich | 103k | $3.3M | 2% | Sep 2026 |
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| Sound Financial Strategies Group | 102k | $3.1M | 0% | Jun 2026 |
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| Cooper Financial Group | 100k | $3.2M | 100% | Sep 2026 |
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| Stifel Financial | 99k | $3.0M | 149% | Jun 2026 |
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| Greenwood Capital Associates | 97k | $3.1M | 21% | Sep 2026 |
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| Clarity Asset Management | 94k | $3.1M | 1% | Sep 2026 |
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| Advisor Group Holdings | 93k | $2.9M | 176% | Jun 2026 |
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| Simplicity Wealth | 91k | $3.0M | 69% | Sep 2026 |
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| Susquehanna International | 91k | $2.8M | 100% | Jun 2026 |
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| Good Steward Wealth Advisors | 89k | $2.7M | 3% | Jun 2026 |
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| Steel Peak Wealth Management | 85k | $2.7M | 8% | Sep 2026 |
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| Oppenheimer & Co | 84k | $2.7M | 163% | Sep 2026 |
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| Twelve Points Wealth Management | 84k | $2.6M | 12% | Jun 2026 |
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| Wealth Enhancement Advisory Services | 83k | $2.7M | 300% | Sep 2026 |
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| Perennial Investment Advisors | 82k | $2.5M | -8% | Jun 2026 |
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| Wealth High Governance Asset Management | 80k | $2.5M | -21% | Jun 2026 |
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| Manufacturers Life Insurance Company | 80k | $2.4M | 33% | Jun 2026 |
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| Rainey & Randall Investment Management | 80k | $2.6M | 19% | Sep 2026 |
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| Encompass More Asset Management | 77k | $2.5M | 930% | Sep 2026 |
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| Virginia Estate & Retirement Planning Advisors | 75k | $2.4M | 100% | Sep 2026 |
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| Perigon Wealth Management | 75k | $2.4M | -12% | Sep 2026 |
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| Kovack Advisors | 73k | $2.2M | -60% | Jun 2026 |
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| Prospera Financial Services | 73k | $2.2M | 303% | Jun 2026 |
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| Stonebridge Financial Group | 72k | $2.3M | 20% | Sep 2026 |
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| Global Retirement Partners | 71k | $2.2M | 100% | Jun 2026 |
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| Janney Montgomery Scott | 69k | $2.1M | 1% | Jun 2026 |
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| AE Wealth Management | 69k | $2.1M | 48% | Jun 2026 |
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| Worth Asset Management | 67k | $2.2M | 35% | Sep 2026 |
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| CIBC World Markets | 65k | $2.0M | 100% | Jun 2026 |
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| Optivise Advisory Services | 65k | $2.1M | 38% | Sep 2026 |
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| Galvin, Gaustad & Stein | 63k | $2.0M | 100% | Sep 2026 |
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| MBL Wealth | 62k | $2.0M | 100% | Sep 2026 |
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| Captrust Financial Advisors | 62k | $1.9M | 1% | Jun 2026 |
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| Hilltop Holdings | 61k | $1.9M | 2% | Jun 2026 |
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| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 59k | $1.9M | 100% | Sep 2026 |
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| E&G Advisors | 59k | $1.9M | 0% | Sep 2026 |
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| Liberty One Investment Management | 58k | $1.8M | 53% | Jun 2026 |
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| PMV Capital Advisers | 58k | $1.8M | 100% | Jun 2026 |
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| Ausdal Financial Partners | 56k | $1.7M | 50% | Jun 2026 |
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| PFG Advisors | 54k | $1.7M | 15% | Sep 2026 |
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| Private Trust Co Na | 53k | $1.7M | 24% | Sep 2026 |
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| Whalen Wealth Management | 53k | $1.7M | 100% | Sep 2026 |
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| Advisors Preferred | 52k | $1.6M | 186% | Jun 2026 |
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| Alpha Capital Advisors | 52k | $1.6M | 0% | Jun 2026 |
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| Columbus Macro | 52k | $1.7M | 3% | Sep 2026 |
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| MAI Wealth Advisors | 52k | $1.6M | 2% | Jun 2026 |
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| Foundations Investment Advisors | 52k | $1.6M | 50% | Jun 2026 |
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| Kestra Advisory Services | 48k | $1.5M | 253% | Jun 2026 |
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| Lighthouse Wealth Management | 48k | $1.6M | 14% | Sep 2026 |
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| Congress Asset Management | 48k | $1.6M | -5% | Sep 2026 |
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| Branch Banking & Trust Company | 48k | $1.5M | 116% | Jun 2026 |
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| Steward Partners Investment Advisory | 20k | $599k | -95% | Jun 2026 |
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| Flow Traders US | 17k | $516k | -99% | Jun 2026 |
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| CLS Investments | 15k | $451k | -75% | Jun 2026 |
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Who sold out of Litman Gregory Fds Tr?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Potomac Fund Management | Mar 2026 | 945k | $29M |
| Beacon Harbor Wealth Advisors | Mar 2026 | 447k | $14M |
| Scarborough Advisors | Jun 2026 | 314k | $9.7M |
| Mariner Wealth Advisors | Mar 2026 | 89k | $2.7M |
| Independent Advisor Alliance | Mar 2026 | 66k | $2.0M |