LITMAN GREGORY FDS TR IMGP DBI MANAGED is a security (CUSIP 53700T827) tracked across SEC portfolio filings. 330 institutional managers reported $2.6B on Form 13F as of 2026-06-30; 1 registered fund positions totaling $2.8M via N-PORT as of 2026-03-31.
Showing 15 of 330 managers by value.
| Manager | Location | Value | Shares |
|---|---|---|---|
| LPL Financial LLC | FORT MILL, SC | $664.0M | 22,024,213 |
| MORGAN STANLEY | NEW YORK, NY | $272.9M | 9,051,220 |
| JPMORGAN CHASE & CO | NEW YORK, NY | $228.7M | 7,570,891 |
| TIAA Wealth Investment Management LLC | New York, NY | $86.4M | 2,861,026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | MILWAUKEE, WI | $72.8M | 2,415,743 |
| RAYMOND JAMES FINANCIAL INC | ST. PETERSBURG, FL | $56.9M | 1,887,522 |
| Parcion Private Wealth LLC | BELLEVUE, WA | $46.3M | 1,511,668 |
| BANK OF AMERICA CORP /DE/ | CHARLOTTE, NC | $45.8M | 1,519,544 |
| Toroso Investments, LLC | MILWAUKEE, WI | $41.7M | 1,383,779 |
| Cardinal Point Capital Management, ULC | TORONTO, Z4 | $38.5M | 1,257,839 |
| Goldstein Advisors, LLC | Madison, WI | $33.0M | 1,078,914 |
| Edge Wealth Management LLC | NEW YORK, NY | $32.6M | 1,064,312 |
| Beacon Pointe Advisors, LLC | NEWPORT BEACH, CA | $32.2M | 1,067,012 |
| Litman Gregory Wealth Management LLC | Walnut Creek, CA | $31.3M | 1,114,037 |
| Farther Finance Advisors, LLC | SAN FRANCISCO, CA | $29.2M | 955,584 |
| Fund | Registrant | Value | % of fund |
|---|---|---|---|
| Anydrus Advantage ETF | Collaborative Investment Series Trust | $2.8M | 472.93% |