13F Insight
DOSSIER · 13F Holders · Q1 2026ETF · Exchange Traded Fund
DBMF

LITMAN GREGORY FDS TR

319 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·319 13F holders·last filed Mar 31, 2026
Market cap
—
13F value held
$1.9B
visible holders
Holders
319
filers reporting
Concentration
35.34%
LPL Financial LLC #1
top holder share
AI Holders Summary · Q1 2026

319 institutions reported DBMF in Q1 2026. LPL Financial LLC leads at 35.3% of the visible book.

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
FLOW TRADERS U.S. LLC
CIK 0001466697· Market maker
$59M2.0M1.87%Q1 202607
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$57M1.9M0.02%Q1 202608
Parcion Private Wealth LLC
CIK 0001801263
$46M1.5M2.86%Q1 202609
BANK OF AMERICA CORP /DE/
CIK 0000070858
$46M1.5M0.00%Q1 202610
Tidal Investments LLC
CIK 0001600064
$42M1.4M0.09%Q1 202611
Cardinal Point Capital Management ULC
CIK 0001950841
$39M1.3M2.18%Q2 202612
Goldstein Advisors, LLC
CIK 0001963807
$33M1.1M3.02%Q2 202613
Edge Wealth Management LLC
CIK 0001567163
$33M1.1M5.49%Q2 202614
Beacon Pointe Advisors, LLC
CIK 0001744317
$32M1.1M0.17%Q1 202615
Litman Gregory Wealth Management LLC
CIK 0001551867
$31M1.1M2.29%Q4 202516
Farther Finance Advisors, LLC
CIK 0001992825
$29M956K0.23%Q2 202617
Savant Capital, LLC
CIK 0001482880
$29M956K0.14%Q1 202618
POTOMAC FUND MANAGEMENT INC /ADV
CIK 0000826000
$28M945K0.99%Q1 202619
ROYAL BANK OF CANADA
CIK 0001000275
$28M922K0.00%Q1 202620
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$22M743K0.01%Q1 2026
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