13F Insight
DOSSIER · 13F Holders · Q1 2026ETF · Exchange Traded FundMost-boughtAI cap-ex
DBMF

LITMAN GREGORY FDS TR

308 institutions still hold LITMAN GREGORY FDS TR as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 53700T827·Exchange Traded Fund·308 13F holders·last filed Mar 31, 2026
Market cap
—
▼ 5.4%
vs prior quarter
13F value held
$1.8B
72.0% inst. owned
of float
Holders
308
+140 QoQ
filers reporting
Activity
+70 / −73
+1,049 added · −857 reduced
this quarter
Concentration
36.27%
LPL Financial LLC #1
top holder share
AI Holders Summary · Q1 2026

308 institutions reported DBMF in Q1 2026. LPL Financial LLC leads at 36.3% of the visible book. +140 net new institutions vs prior quarter — accumulation reading.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
LPL Financial LLC
CIK 0001403438
$664M22.0M0.18%Q1 202602
MORGAN STANLEY
CIK 0000895421
$273M9.1M0.02%Q1 202603
JPMORGAN CHASE & CO
CIK 0000019617
$229M7.6M0.01%Q1 202604
TIAA Wealth Investment Management LLC
CIK 0002124867
$86M2.9M0.66%Q1 202605
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
CIK 0001141802
$73M2.4M0.04%Q1 202606
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$57M1.9M0.02%Q1 202607
Parcion Private Wealth LLC
CIK 0001801263
$46M1.5M2.86%Q1 202608
BANK OF AMERICA CORP /DE/
CIK 0000070858
$46M1.5M0.00%Q1 202609
Tidal Investments LLC
CIK 0001600064
$42M1.4M0.09%Q1 202610
Cardinal Point Capital Management ULC
CIK 0001950841
$37M1.2M2.28%Q1 202611
Beacon Pointe Advisors, LLC
CIK 0001744317
$32M1.1M0.17%Q1 202612
Edge Wealth Management LLC
CIK 0001567163
$32M1.1M5.48%Q1 202613
Goldstein Advisors, LLC
CIK 0001963807
$32M1.1M3.56%Q1 202614
Litman Gregory Wealth Management LLC
CIK 0001551867
$31M1.1M2.29%Q4 202515
Savant Capital, LLC
CIK 0001482880
$29M956K0.14%Q1 202616
POTOMAC FUND MANAGEMENT INC /ADV
CIK 0000826000
$28M945K0.99%Q1 202617
ROYAL BANK OF CANADA
CIK 0001000275
$28M922K0.00%Q1 202618
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$22M743K0.01%Q1 202619
Farther Finance Advisors, LLC
CIK 0001992825
$22M740K0.21%Q1 202620
NEW YORK LIFE INVESTMENT MANAGEMENT LLC
CIK 0001133639
$21M683K0.17%Q1 2026
Page 1 of 16
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