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 | 22M | $664M | 291% | Mar 2026 |
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| Morgan Stanley | 9.1M | $276M | 15% | Mar 2026 |
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| TIAA Wealth Investment Management | 2.9M | $86M | 100% | Mar 2026 |
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| Northwestern Mutual Wealth Management Company | 2.4M | $73M | 11% | Mar 2026 |
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| Flow Traders US | 2.0M | $59M | 100% | Mar 2026 |
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| Parcion Private Wealth | 1.5M | $46M | -2% | Mar 2026 |
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| Bank of America Corporation | 1.5M | $46M | 100% | Mar 2026 |
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| Raymond James Financial | 1.5M | $41M | 7% | Dec 2025 |
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| Toroso Investments | 1.4M | $42M | -15% | Mar 2026 |
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| Cardinal Point Capital Management, ULC | 1.2M | $37M | 6% | Mar 2026 |
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| Litman Gregory Asset Management | 1.1M | $31M | -4% | Dec 2025 |
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| Edge Wealth Management | 1.1M | $32M | 100% | Mar 2026 |
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| Goldstein Advisors | 1.1M | $32M | 1% | Mar 2026 |
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| Savant Capital Management | 956k | $29M | -1% | Mar 2026 |
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| Royal Bank of Canada | 922k | $27M | 314% | Mar 2026 |
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| Potomac Fund Management | 859k | $24M | 5% | Dec 2025 |
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| Envestnet Asset Management | 743k | $22M | 19% | Mar 2026 |
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| Farther Finance Advisors | 740k | $22M | 143% | Mar 2026 |
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| New York Life Investment Management | 683k | $21M | 20% | Mar 2026 |
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| Concurrent Investment Advisors | 661k | $20M | 1305% | Mar 2026 |
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| Rockland Trust | 628k | $19M | 4% | Mar 2026 |
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| Summit Wealth & Retirement Planning | 613k | $19M | 2% | Mar 2026 |
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| Penserra Capital Management | 590k | $18M | 11% | Mar 2026 |
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| Commonwealth Equity Services | 588k | $18M | 7% | Mar 2026 |
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| IAG Wealth Partners | 541k | $16M | -4% | Mar 2026 |
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| ALM First Financial Advisors | 512k | $15M | 8% | Mar 2026 |
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| Fortitude Family Office | 497k | $15M | 11% | Mar 2026 |
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| Sage Private Wealth Group | 496k | $15M | 0% | Mar 2026 |
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| Austin Wealth Management | 464k | $14M | -27% | Mar 2026 |
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| Beacon Harbor Wealth Advisors | 447k | $14M | 2% | Mar 2026 |
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| Resources Investment Advisors | 444k | $13M | -31% | Mar 2026 |
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| Prentice Wealth Management | 436k | $13M | 100% | Mar 2026 |
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| Steward Partners Investment Advisory | 425k | $13M | 2404% | Mar 2026 |
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| Merit Financial Group | 402k | $12M | 37% | Mar 2026 |
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| Cambria Investment Management | 373k | $11M | 41% | Dec 2025 |
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| Rockefeller Capital Management | 360k | $11M | 1177% | Mar 2026 |
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| AI Financial Services | 358k | $11M | 11% | Mar 2026 |
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| Scarborough Advisors | 344k | $10M | -1% | Mar 2026 |
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| Professional Financial Advisors | 317k | $9.6M | 58% | Mar 2026 |
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| Evelyn Partners Asset Management | 302k | $8.5M | -17% | Dec 2025 |
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| Wells Fargo & Company | 302k | $9.1M | -5% | Mar 2026 |
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| Axxcess Wealth Management | 297k | $9.0M | 2% | Mar 2026 |
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| Retirement Network | 296k | $8.9M | 15% | Mar 2026 |
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| Cetera Investment Advisers | 286k | $8.6M | 16% | Mar 2026 |
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| Ashton Thomas Securities | 278k | $8.4M | 3% | Mar 2026 |
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| Equitable Holdings | 275k | $7.7M | 30% | Mar 2026 |
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| Private Advisor | 253k | $7.6M | -42% | Mar 2026 |
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| FMA Wealth Management | 248k | $7.5M | 0% | Mar 2026 |
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| ValMark Advisers | 218k | $6.6M | -54% | Mar 2026 |
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| Empire Financial Management Company | 214k | $6.4M | 1% | Mar 2026 |
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| CSS | 206k | $6.2M | 0% | Mar 2026 |
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| Empowered Funds | 204k | $5.7M | 112% | Dec 2025 |
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| Mml Investors Services | 201k | $6.1M | -18% | Mar 2026 |
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| Upper Left Wealth Management | 200k | $6.0M | 2% | Mar 2026 |
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| Cambridge Investment Research Advisors | 200k | $6.0M | -5% | Mar 2026 |
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| Fermata Advisors | 187k | $5.6M | 4% | Mar 2026 |
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| Kovack Advisors | 185k | $5.6M | 358% | Mar 2026 |
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| Capitolis Liquid Global Markets | 182k | $5.5M | 100% | Mar 2026 |
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| CWM | 174k | $4.9M | -4% | Dec 2025 |
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| Beacon Capital Management | 166k | $5.0M | 3% | Mar 2026 |
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| CoreCap Advisors | 166k | $5.0M | 30% | Mar 2026 |
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| Longview Financial Advisors | 150k | $4.5M | 7% | Mar 2026 |
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| Ethos Financial Group | 149k | $4.5M | 9% | Mar 2026 |
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| Principia Wealth Advisory | 148k | $4.2M | 15% | Dec 2025 |
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| Manning & Napier Advisors | 147k | $4.4M | 103% | Mar 2026 |
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| Elyxium Wealth | 146k | $4.4M | 6% | Mar 2026 |
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| Live Oak Investment Partners | 144k | $4.3M | 4% | Mar 2026 |
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| Avestar Capital | 140k | $4.2M | -3% | Mar 2026 |
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| Entrewealth | 138k | $4.2M | 6% | Mar 2026 |
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| Sky-mountain Capital Management | 137k | $4.1M | 37% | Mar 2026 |
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| Sterneck Capital Management | 131k | $4.0M | 2% | Mar 2026 |
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| Evelyn Partners Investment Management Services | 128k | $3.6M | 5% | Dec 2025 |
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| Aspiriant | 127k | $3.8M | -3% | Mar 2026 |
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| Sanctuary Advisors | 126k | $3.8M | 29% | Mar 2026 |
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| Integrated Wealth Concepts | 122k | $3.7M | 320% | Mar 2026 |
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| Atria Investments | 121k | $3.7M | 1% | Mar 2026 |
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| Stansberry Asset Management | 118k | $3.3M | 2% | Dec 2025 |
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| Fairman Group | 102k | $3.1M | 15% | Mar 2026 |
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| Sound Financial Strategies Group | 102k | $3.1M | 34% | Mar 2026 |
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| Advyzon Investment Management | 100k | $3.0M | 247% | Mar 2026 |
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| Mackey Komara & Dankovich | 96k | $2.9M | 4% | Mar 2026 |
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| Worth Asset Management | 95k | $2.8M | -17% | Mar 2026 |
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| Collaborative Fund Advisors | 94k | $2.8M | 100% | Mar 2026 |
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| Goss Wealth Management | 92k | $2.8M | 5% | Mar 2026 |
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| Exchange Traded Concepts | 90k | $2.7M | 230% | Mar 2026 |
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| Perigon Wealth Management | 90k | $2.7M | 958% | Mar 2026 |
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| Perennial Investment Advisors | 89k | $2.7M | 17% | Mar 2026 |
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| Mariner Wealth Advisors | 89k | $2.7M | 39% | Mar 2026 |
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| Renaissance Technologies | 88k | $2.5M | 7% | Dec 2025 |
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| R. W. Roge & Company | 87k | $2.6M | 58% | Mar 2026 |
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| Good Steward Wealth Advisors | 86k | $2.6M | 5% | Mar 2026 |
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| Midwest Financial Group | 81k | $2.4M | 0% | Mar 2026 |
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| Arwa | 80k | $2.4M | 177% | Mar 2026 |
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| Forum Finance Group | 78k | $1.9M | 100% | Mar 2026 |
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| Stonebridge Financial Group | 77k | $2.3M | 7% | Mar 2026 |
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| Twelve Points Wealth Management | 75k | $2.3M | 17% | Mar 2026 |
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| Hilltop Holdings | 73k | $2.0M | -2% | Dec 2025 |
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| Altiora Financial Group | 70k | $2.1M | 100% | Mar 2026 |
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| Rainey & Randall Investment Management | 69k | $2.1M | 1% | Mar 2026 |
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| Clarity Asset Management | 68k | $2.1M | 100% | Mar 2026 |
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| Janney Montgomery Scott | 68k | $2.1M | 100% | Mar 2026 |
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| Independent Advisor Alliance | 66k | $2.0M | 100% | Mar 2026 |
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| Manufacturers Life Insurance Company | 60k | $1.8M | -1% | Mar 2026 |
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| Captrust Financial Advisors | 60k | $1.7M | -15% | Dec 2025 |
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| CLS Investments | 59k | $1.8M | 211% | Mar 2026 |
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| Galvin, Gaustad & Stein | 59k | $1.7M | 100% | Dec 2025 |
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| E&G Advisors | 57k | $1.7M | 0% | Mar 2026 |
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| Canal Capital Management | 56k | $1.7M | -29% | Mar 2026 |
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| ATX Financial Planning | 56k | $1.7M | 100% | Mar 2026 |
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| Smart Portfolios | 53k | $1.6M | 5% | Mar 2026 |
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| Alpha Capital Advisors | 52k | $1.6M | 5% | Mar 2026 |
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| Bank Of Montreal | 52k | $1.6M | 100% | Mar 2026 |
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| MAI Wealth Advisors | 51k | $1.5M | 1% | Mar 2026 |
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| Greenwood Capital Associates | 50k | $1.5M | 42% | Mar 2026 |
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| LS Investment Advisors | 48k | $1.4M | 100% | Mar 2026 |
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| Guardian Capital | 47k | $1.4M | 171% | Mar 2026 |
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| Quadrature Capital | 47k | $1.3M | 100% | Dec 2025 |
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| Money Concepts Capital Corp | 46k | $1.4M | 100% | Mar 2026 |
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| AE Wealth Management | 46k | $1.4M | 28% | Mar 2026 |
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| Columbus Macro | 45k | $1.4M | 7% | Mar 2026 |
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| National Bank Of Canada /fi/ | 45k | $1.3M | 7% | Dec 2025 |
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| PFG Advisors | 44k | $1.3M | 100% | Mar 2026 |
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| Savvy Advisors | 41k | $1.2M | 2% | Mar 2026 |
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| Centaurus Financial | 40k | $1.2M | 2% | Mar 2026 |
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| Stifel Financial | 40k | $1.2M | 2% | Mar 2026 |
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| Optivise Advisory Services | 39k | $1.2M | -12% | Mar 2026 |
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| Legacy Capital Group California | 39k | $1.2M | -11% | Mar 2026 |
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| Tiaa-cref Individual & Institutional Services | 38k | $1.1M | 100% | Mar 2026 |
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| Liberty One Investment Management | 38k | $1.1M | 100% | Mar 2026 |
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| Proactive Wealth Strategies | 37k | $1.1M | 86% | Mar 2026 |
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| Belpointe Asset Management | 37k | $1.1M | 100% | Mar 2026 |
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| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 37k | $1.1M | 100% | Mar 2026 |
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| Ausdal Financial Partners | 37k | $1.1M | 23% | Mar 2026 |
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| Brian McDonald | 36k | $1.0M | -14% | Dec 2025 |
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| Oppenheimer & Co | 36k | $1.1M | 100% | Mar 2026 |
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| Foundations Investment Advisors | 34k | $1.0M | 100% | Mar 2026 |
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| Fifth Third Bancorp | 34k | $1.0M | 100% | Mar 2026 |
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| Innova Wealth Partners | 34k | $1.0M | -92% | Mar 2026 |
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| Inspire Advisors | 33k | $994k | 9% | Mar 2026 |
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| ORG Wealth Partners | 33k | $982k | 22% | Mar 2026 |
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| Simplicity Wealth | 32k | $970k | 5% | Mar 2026 |
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| Abbington Investment Group | 32k | $963k | -6% | Mar 2026 |
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| Nwam | 32k | $959k | 0% | Mar 2026 |
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| RHS Financial | 32k | $948k | -38% | Mar 2026 |
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| Trilogy Capital | 31k | $947k | 24% | Mar 2026 |
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| Ares Financial Consulting | 31k | $940k | 100% | Mar 2026 |
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| Global Retirement Partners | 29k | $815k | 6% | Dec 2025 |
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| West Chester Capital Advisors | 28k | $850k | -40% | Mar 2026 |
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| Visionary Wealth Advisors | 28k | $848k | -1% | Mar 2026 |
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| Advisor Group Holdings | 28k | $772k | 29% | Dec 2025 |
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| Blueprint Investment Partners | 27k | $745k | -12% | Dec 2025 |
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| City Center Advisors | 26k | $788k | -12% | Mar 2026 |
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| First Growth Capital | 20k | $607k | -37% | Mar 2026 |
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| Howard Bailey Securities | 10k | $303k | -86% | Mar 2026 |
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| Deane Retirement Strategies | 173.00 | $5.2k | -100% | Mar 2026 |
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Who sold out of Litman Gregory Fds Tr?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Tiaa Trust, National Association | Dec 2025 | 3.1M | $88M |
| Carrera Capital Advisors | Dec 2025 | 196k | $5.5M |
| Baird Financial | Sep 2025 | 150k | $4.1M |
| IFG Advisory | Dec 2025 | 70k | $2.0M |
| Torno Capital | Dec 2025 | 50k | $1.4M |
| Wealth Enhancement Advisory Services | Dec 2025 | 34k | $968k |
| Citadel Advisors | Dec 2025 | 29k | $805k |