Q1 2023 13F Holders as of 31 Mar 2023
-
Type / Class
-
Equity / IMGP DBI MANAGED
-
Total 13F shares
-
13,876,440
-
Share change
-
-2,894,896
-
Total reported value
-
$365,036,412
-
Put/Call ratio
-
4.6%
-
Price per share
-
$26.30
-
Number of holders
-
135
-
Value change
-
-$80,125,039
-
Number of buys
-
70
-
Number of sells
-
87
Institutional Holders of LITMAN GREGORY FDS TR - IMGP DBI MANAGED (DBMF) as of Q1 2023
As of 31 Mar 2023,
LITMAN GREGORY FDS TR - IMGP DBI MANAGED (DBMF) was held by
135 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
13,876,440 shares.
The largest 10 holders included
Valmark Advisers, Inc., STATE STREET CORP, Goldstein Advisors, LLC, ENVESTNET ASSET MANAGEMENT INC, Resources Investment Advisors, LLC., LPL Financial LLC, GREAT VALLEY ADVISOR GROUP, INC., PFG Advisors, Ethos Financial Group, LLC, and Naviter Wealth, LLC.
This page lists
138
institutional shareholders reporting positions in this security
for the Q1 2023 filing period.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price
|
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.