13F Insight
DOSSIER · 13F Holders · Q2 2026ETF · Exchange Traded Fund
DBMF

LITMAN GREGORY FDS TR

342 institutions still hold LITMAN GREGORY FDS TR as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 53700T827·Exchange Traded Fund·342 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$2.1B
visible holders
Holders
342
filers reporting
Concentration
30.78%
LPL Financial LLC #1
top holder share
AI Holders Summary · Q2 2026

342 institutions reported DBMF in Q2 2026. LPL Financial LLC leads at 30.8% 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
$651M21.3M0.15%Q2 202602
JPMORGAN CHASE & CO
CIK 0000019617
$369M12.2M0.02%Q2 202603
MORGAN STANLEY
CIK 0000895421
$302M9.9M0.02%Q2 202604
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
CIK 0001141802
$105M3.4M0.06%Q2 202605
TIAA Wealth Investment Management LLC
CIK 0002124867
$85M2.8M0.57%Q2 202606
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$79M2.6M0.02%Q2 202607
BANK OF AMERICA CORP /DE/
CIK 0000070858
$62M2.0M0.00%Q2 202608
FLOW TRADERS U.S. LLC
CIK 0001466697· Market maker
$59M2.0M1.87%Q1 202609
Parcion Private Wealth LLC
CIK 0001801263
$46M1.5M2.57%Q2 202610
Tidal Investments LLC
CIK 0001600064
$43M1.4M0.07%Q2 202611
Cardinal Point Capital Management ULC
CIK 0001950841
$39M1.3M2.18%Q2 202612
Beacon Pointe Advisors, LLC
CIK 0001744317
$34M1.1M0.16%Q2 202613
Goldstein Advisors, LLC
CIK 0001963807
$33M1.1M3.02%Q2 202614
Edge Wealth Management LLC
CIK 0001567163
$33M1.1M5.49%Q2 202615
ROYAL BANK OF CANADA
CIK 0001000275
$32M1.1M0.00%Q2 202616
Litman Gregory Wealth Management LLC
CIK 0001551867
$31M1.1M2.29%Q4 202517
NEW YORK LIFE INVESTMENT MANAGEMENT LLC
CIK 0001133639
$30M969K0.21%Q2 202618
Farther Finance Advisors, LLC
CIK 0001992825
$29M956K0.23%Q2 202619
Savant Capital, LLC
CIK 0001482880
$29M954K0.09%Q2 202620
Concurrent Investment Advisors, LLC
CIK 0002001015
$23M761K0.20%Q2 2026
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