# LITMAN GREGORY FDS TR IMGP DBI MANAGED

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.

## Summary

- Issuer: LITMAN GREGORY FDS TR
- Class: IMGP DBI MANAGED
- CUSIP: 53700T827
- Asset category: OTHER
- 13F holders: 330
- 13F value: $2.6B
- 13F period: 2026-06-30
- N-PORT fund positions: 1
- N-PORT value: $2.8M
- N-PORT report: 2026-03-31

## Top institutional holders (Form 13F)

_Showing 15 of 330 managers by value._

| Manager | Location | Value | Shares |
| --- | --- | --- | --- |
| [LPL Financial LLC](https://search.stillhousedata.com/firm/6413) | 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](https://search.stillhousedata.com/firm/334925) | 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](https://search.stillhousedata.com/firm/305115) | BELLEVUE, WA | $46.3M | 1,511,668 |
| BANK OF AMERICA CORP /DE/ | CHARLOTTE, NC | $45.8M | 1,519,544 |
| [Toroso Investments, LLC](https://search.stillhousedata.com/firm/164201) | MILWAUKEE, WI | $41.7M | 1,383,779 |
| [Cardinal Point Capital Management, ULC](https://search.stillhousedata.com/firm/140619) | TORONTO, Z4 | $38.5M | 1,257,839 |
| [Goldstein Advisors, LLC](https://search.stillhousedata.com/firm/323125) | Madison, WI | $33.0M | 1,078,914 |
| [Edge Wealth Management LLC](https://search.stillhousedata.com/firm/142380) | NEW YORK, NY | $32.6M | 1,064,312 |
| [Beacon Pointe Advisors, LLC](https://search.stillhousedata.com/firm/119290) | NEWPORT BEACH, CA | $32.2M | 1,067,012 |
| [Litman Gregory Wealth Management LLC](https://search.stillhousedata.com/firm/107611) | Walnut Creek, CA | $31.3M | 1,114,037 |
| [Farther Finance Advisors, LLC](https://search.stillhousedata.com/firm/302050) | SAN FRANCISCO, CA | $29.2M | 955,584 |

## Top fund holders (N-PORT)

| Fund | Registrant | Value | % of fund |
| --- | --- | --- | --- |
| [Anydrus Advantage ETF](https://search.stillhousedata.com/fund/S000084713) | Collaborative Investment Series Trust | $2.8M | 472.93% |

## More

- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/security/53700T827.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

---

Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.