Institutional Ownership
Litman Gregory Fds Tr
CUSIP 53700T827IMGP DBI MANAGEDDBMFQ1 2026
13D / 13G Filings
0
Schedule 13D/13G on record
Beneficial Filers
0
Distinct reporting persons
Largest Stake
—
Max % of class reported
Institutional Holders
295
13F filers (latest quarter)
Beneficial Owners — Schedule 13D / 13G
Schedule 13D (activist) & 13G (passive) 5%+ ownership filings
No 13D/13G filings on record yet
Schedule 13D/13G beneficial-ownership filings from 2020–present are ingested from SEC EDGAR. Coverage expands as the backfill and daily crawler run.
Top Institutional Holders (13F)
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | Lpl Financial LLC | 22.02M | $664.03M |
| 2 | Morgan Stanley | 9.05M | $272.89M |
| 3 | Jpmorgan Chase & Co | 7.57M | $228.72M |
| 4 | Tiaa Wealth Investment Management LLC | 2.86M | $86.43M |
| 5 | Northwestern Mutual Wealth Management Co | 2.42M | $72.83M |
| 6 | Raymond James Financial Inc | 1.89M | $56.91M |
| 7 | Parcion Private Wealth LLC | 1.53M | $46.15M |
| 8 | Bank Of America Corp /De/ | 1.52M | $45.81M |
| 9 | Tidal Investments LLC | 1.38M | $41.72M |
| 10 | Cardinal Point Capital Management Ulc | 1.23M | $37.21M |