DBMF LITMAN GREGORY FDS TR: institutional ownership and insider trading
357 funds reported holding $2.97B of LITMAN GREGORY FDS TR in their latest 13F filings; in Q2 2026 funds net bought $247M, with 60 new positions and 30 funds selling out.
Largest institutional holders of DBMF
- LPL Financial LLC — $651M
- JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) — $369M
- MORGAN STANLEY (MS, MS-PA, MS-PE, MS-PF, MS-PI, MS-PK, MS-PL, MS-PO, MS-PP, MS-PQ) — $302M
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO — $105M
- TIAA Wealth Investment Management LLC — $85.0M
- RAYMOND JAMES FINANCIAL INC (RJF, RJF-PB) — $79.0M
- BANK OF AMERICA CORP /DE/ (BAC, BAC-PB, BAC-PE, BAC-PK, BAC-PL, BAC-PM, BAC-PN, BAC-PO, BAC-PP, BML-PG, BML-PH, BML-PJ, BML-PL) — $62.1M
- Parcion Private Wealth LLC — $46.3M
- Tidal Investments LLC — $42.6M
- Cardinal Point Capital Management ULC — $42.3M