DBMF: Litman Gregory Fds Tr insider trading, 5% holders and institutional ownership
From public SEC filings: open-market insider purchases and sales (Form 4, last 180 days), holders of 5% or more (Schedules 13D and 13G) and institutional ownership (Form 13F). Insider and 5% data delayed 48 hours.
Insider trading
0 open-market buys totaling - and 0 sales totaling - in the last 180 days.
Institutional ownership (Q2 2026)
328 institutions reported holding $2.78B of Litman Gregory Fds Tr on Form 13F (300 the quarter before). 60 opened a new position and 30 sold out. Shares held by institutions: +10%.
| Largest holders | Shares | Value |
|---|---|---|
| LPL Financial LLC | 21,263,572 | $650.88M |
| JPMORGAN CHASE & CO | 12,158,383 | $369.25M |
| MORGAN STANLEY | 9,877,154 | $302.34M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 3,426,088 | $104.87M |
| TIAA Wealth Investment Management LLC | 2,799,608 | $85.02M |
| RAYMOND JAMES FINANCIAL INC | 2,580,853 | $79.00M |
| BANK OF AMERICA CORP /DE/ | 2,028,720 | $62.10M |
| Parcion Private Wealth LLC | 1,511,668 | $46.27M |
| Tidal Investments LLC | 1,390,852 | $42.57M |
| Cardinal Point Capital Management ULC | 1,257,839 | $38.50M |
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