Home › DBMF

Who holds DBMF

LITMAN GREGORY FDS TR · 60 funds in the latest indexed 13Fs.

Export CSV

FundSharesValue% of portfolio
LPL Financial LLC21.3M$650.9M0.1%
JPMORGAN CHASE & CO12.2M$369.3M0.0%
MORGAN STANLEY9.9M$302.3M0.0%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO3.4M$104.9M0.1%
TIAA Wealth Investment Management LLC2.8M$85.0M0.6%
RAYMOND JAMES FINANCIAL INC2.6M$79.0M0.0%
BANK OF AMERICA CORP /DE/2.0M$62.1M0.0%
Parcion Private Wealth LLC1.5M$46.3M2.6%
Tidal Investments LLC1.4M$42.6M0.1%
Cardinal Point Capital Management ULC1.3M$38.5M2.2%
Beacon Pointe Advisors, LLC1.1M$34.4M0.2%
Goldstein Advisors, LLC1.1M$33.0M3.0%
Edge Wealth Management LLC1.1M$32.6M5.5%
ROYAL BANK OF CANADA1.1M$32.2M0.0%
NEW YORK LIFE INVESTMENT MANAGEMENT LLC969.0K$29.7M0.2%
Farther Finance Advisors, LLC955.6K$29.2M0.2%
Savant Capital, LLC953.7K$29.2M0.1%
Concurrent Investment Advisors, LLC760.8K$23.3M0.2%
ENVESTNET ASSET MANAGEMENT INC754.1K$23.1M0.0%
ROCKLAND TRUST CO695.8K$21.3M0.8%
Cetera Investment Advisers690.4K$21.1M0.0%
COMMONWEALTH EQUITY SERVICES, LLC680.4K$20.8M0.0%
SUMMIT WEALTH & RETIREMENT PLANNING, INC.638.4K$19.5M4.1%
Penserra Capital Management LLC556.2K$17.0M0.1%
Fortitude Family Office, LLC553.0K$16.9M3.3%
SAGE PRIVATE WEALTH GROUP, LLC534.5K$16.4M7.4%
IAG Wealth Partners, LLC511.9K$15.7M1.6%
Merit Financial Group, LLC504.7K$15.4M0.1%
Evelyn Partners Group Ltd501.1K$15.3M0.0%
Austin Wealth Management, LLC478.9K$14.8M3.1%
Prentice Wealth Management LLC453.6K$13.9M2.9%
ALM First Financial Advisors, LLC452.8K$13.9M2.3%
OneDigital Investment Advisors LLC428.5K$13.1M0.1%
HENGEHOLD CAPITAL MANAGEMENT LLC411.4K$12.6M1.0%
GTS SECURITIES LLC405.5K$12.4M0.3%
A&I FINANCIAL SERVICES, LLC353.5K$10.8M4.7%
Equitable Holdings, Inc.346.6K$10.6M0.1%
Professional Financial Advisors, LLC335.7K$10.3M1.8%
Rockefeller Capital Management L.P.335.2K$10.3M0.0%
Ethos Financial Group, LLC311.9K$9.7M0.6%
Scarborough Advisors, LLC313.9K$9.7M1.1%
AXXCESS WEALTH MANAGEMENT, LLC313.6K$9.6M0.2%
Leelyn Smith, LLC310.0K$9.5M1.2%
Cambria Investment Management, L.P.307.9K$9.4M0.5%
WELLS FARGO & COMPANY/MN297.5K$9.1M0.0%
Private Advisor Group, LLC268.0K$8.2M0.0%
FMA Wealth Management, LLC240.5K$7.4M4.7%
CITIGROUP INC238.2K$7.3M0.0%
Valmark Advisers, Inc.234.0K$7.2M0.1%
MANNING & NAPIER ADVISORS LLC222.8K$6.8M0.1%
LS Investment Advisors, LLC216.7K$6.6M0.9%
Empire Financial Management Company, LLC216.0K$6.6M2.6%
Upper Left Wealth Management, LLC213.2K$6.5M3.6%
Empowered Funds, LLC211.9K$6.5M0.0%
Cambridge Investment Research Advisors, Inc.210.8K$6.5M0.0%
Innova Wealth Partners206.4K$6.3M2.6%
CSS LLC/IL205.8K$6.3M0.2%
GAINLINE FINANCIAL PARTNERS, LLC196.0K$6.0M5.6%
Fermata Advisors, LLC193.7K$5.9M1.2%
MML INVESTORS SERVICES, LLC191.2K$5.9M0.0%
Top Fund Holdings
13F
Top Fund Holdings

What did the whales just file?

Funds
Funds
{{ r.name }}CIK {{ r.cik }}
→
Stocks
Stocks
{{ sm.ticker }} — {{ sm.name }}See who holds it
→
No 13F filers or stocks match “{{ searchQuery }}”. Try a ticker like AAPL or a manager name like Buffett.
{{ searchError }} Refresh and try again, or search a shorter name.

13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.

Most widely searched
Person / Company
Value
{{ f.person }}{{ f.name }}
{{ f.value }}
Most widely held
Ticker
Company
Funds
{{ s.ticker }}
{{ s.name }}
{{ s.holders }}
› {{ activeFund.name }}

{{ activeFund.name }}

Filed {{ activeFund.filedDate }} · {{ activeFund.quarter }}
Portfolio Value{{ activeFund.value }}
Positions{{ activeFund.positions }}
{{ activeFund.errorMsg }}
{{ activeFund.holdingsNoteText }}
{{ activeFund.holdingsViewNote }}

Holdings

Ticker
Company
{{ sortSharesLabel }}
{{ sortShareChgLabel }}
{{ sortValueLabel }}
{{ sortPctLabel }}
{{ sortPriorLabel }}
{{ sortFirstLabel }}
{{ sortPaidLabel }}
{{ sortNowLabel }}
{{ sortEstLabel }}
{{ h.ticker }}
{{ h.company }}
{{ h.shares }}
{{ h.shareChg }}
{{ h.value }}
{{ h.pct }}
{{ h.priorPct }}
{{ h.firstHeld }}
{{ h.estPaid }}
{{ h.priceNow }}
{{ h.estReturn }}
› {{ stockPageQuery }}

Who holds {{ stockPageQuery }}

{{ stockPageSubtitle }}
{{ quote.ticker }} {{ quote.price }} {{ quote.change }} ({{ quote.changePct }}) {{ quote.asOf }} · {{ quote.marketStatus }} · Chart
{{ stockSharesNote }}
{{ stockPageProgressText }}
{{ stockPageError }} Try again in a moment, or search the fund that holds it.

Holders

Fund
{{ sortHoldersSharesLabel }}
{{ sortHoldersValueLabel }}
{{ sortHoldersPctLabel }}
{{ sortHoldersOwnLabel }}
{{ sr.fundName }}
{{ sr.shares }}
{{ sr.value }}
{{ sr.pct }}
{{ sr.ownership }}
No filers found reporting a position in {{ stockPageQuery }}. Try the CUSIP or a different share class.
› › QoQ

{{ activeFund.name }} — Quarter-over-Quarter
{{ g.label }}
Ticker
Company
Shares
Value
{{ compareFromPctLabel }}
{{ compareToPctLabel }}
Change
{{ h.ticker }}
{{ h.company }}
{{ h.detail1 }}
{{ h.detail2 }}
{{ h.pct }}
{{ h.priorPct }}
{{ h.change }}
13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.
Loading {{ quote.name }}