DBMF institutional holders

LITMAN GREGORY FDS TR · 13F, 2026Q2

Managers holding327
Shares held92,616,300
Reported value$2.8bn
Quarter flows66 new, 170 added, 67 trimmed, 39 exited

Top 25 holders

ManagerSharesValue% of manager's 13F
LPL Financial LLC21,263,572$650.9m0.1%
JPMORGAN CHASE & CO12,158,383$369.3m0.0%
MORGAN STANLEY9,877,154$302.3m0.0%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO3,426,088$104.9m0.1%
TIAA Wealth Investment Management LLC2,799,608$85.0m0.6%
RAYMOND JAMES FINANCIAL INC2,580,853$79.0m0.0%
BANK OF AMERICA CORP /DE/2,028,720$62.1m0.0%
Parcion Private Wealth LLC1,511,668$46.3m1.7%
Tidal Investments LLC1,390,852$42.6m0.1%
Cardinal Point Capital Management ULC1,257,839$38.5m2.2%
Beacon Pointe Advisors, LLC1,124,767$34.4m0.2%
Goldstein Advisors, LLC1,078,914$33.0m3.0%
Edge Wealth Management LLC1,064,312$32.6m5.5%
ROYAL BANK OF CANADA1,050,572$32.2m0.0%
New York Life Investment Management LLC968,970$29.7m0.2%
Farther Finance Advisors, LLC955,584$29.2m0.2%
Savant Capital, LLC953,743$29.2m0.1%
Concurrent Investment Advisors, LLC760,768$23.3m0.2%
ENVESTNET ASSET MANAGEMENT INC754,052$23.1m0.0%
ROCKLAND TRUST CO695,808$21.3m0.8%
Cetera Investment Advisers690,416$21.1m0.0%
COMMONWEALTH EQUITY SERVICES, LLC680,379$20.8m0.0%
SUMMIT WEALTH & RETIREMENT PLANNING, INC.638,441$19.5m4.1%
Penserra Capital Management LLC556,210$17.0m0.1%
Fortitude Family Office, LLC552,973$16.9m3.3%

Every holder, line by line, and the full history since 2013: yf.Client().holders("DBMF"). DBMF price history · All 13F data

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