CUSIP 53700T827IMGP DBI MANAGEDDBMFQ4 2025
Aggregate 13F value by quarter
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237 funds hold this security · Q4 2025
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Morgan Stanley | 7.85M | $220.13M | +149.9K | Added |
| 2 | Jpmorgan Chase & Co | 7.37M | $206.93M | +7.37M | Added |
| 3 | Lpl Financial LLC | 5.64M | $158.19M | +355.2K | Added |
| 4 | Tiaa Trust, National Association | 3.12M | $87.82M |
| New |
| 5 | Northwestern Mutual Wealth Management Co | 2.17M | $60.82M | +198.4K | Added |
| 6 | Tidal Investments LLC | 1.62M | $45.46M | +917.2K | Added |
| 7 | Parcion Private Wealth LLC | 1.56M | $43.68M | +19.9K | Added |
| 8 | Raymond James Financial Inc | 1.46M | $40.89M | +89.4K | Added |
| 9 | Cardinal Point Capital Management Ulc | 1.16M | $32.68M | +41.6K | Added |
| 10 | Litman Gregory Wealth Management LLC | 1.11M | $31.26M | −41.8K | Reduced |
See every fund holding Litman Gregory Fds Tr, with full quarter-over-quarter share changes.
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