Institutional Ownership
Litman Gregory Fds Tr
CUSIP 53700T827IMGP DBI MANAGEDDBMFQ1 2026
Institutional Holders
295
13F filers
Shares Held
83.75M
Aggregate institutional
Institutional Value
$2.43B
Q1 2026
Net New Holders
+58
80 new · 22 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions80
Increased132
Decreased59
Sold out22
Institutional Holders
295 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Lpl Financial LLC | 22.02M | $664.03M | +16.39M | Added |
| 2 | Morgan Stanley | 9.05M | $272.89M | +1.21M | Added |
| 3 | Jpmorgan Chase & Co | 7.57M | $228.72M | +196.4K | Added |
| 4 | Tiaa Wealth Investment Management LLC | 2.86M | $86.43M | +2.86M | First Filing |
| 5 | Northwestern Mutual Wealth Management Co | 2.42M | $72.83M | +248.1K | Added |
| 6 | Raymond James Financial Inc | 1.89M | $56.91M | +430.4K | Added |
| 7 | Parcion Private Wealth LLC | 1.53M | $46.15M | −25.8K | Reduced |
| 8 | Bank Of America Corp /De/ | 1.52M | $45.81M | +1.31M | Added |
| 9 | Tidal Investments LLC | 1.38M | $41.72M | −236.5K | Reduced |
| 10 | Cardinal Point Capital Management Ulc | 1.23M | $37.21M | +69.7K | Added |
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