DBMF
LITMAN GREGORY FDS TR
Institutional Ownership · Q4 2025
Filing: Q4 2025LITMAN GREGORY FDS TR (DBMF) is held by 238 institutional investors with combined holdings of $1.7B. Major holders include MORGAN STANLEY (MS, MS-P, JPMORGAN CHASE & CO (JPM, HANTZ FINANCIAL SERVICES,.
Institutional Holders
238
Total Value
$1.7B
Ownership %
—
🏦 Top Institutional Holders
MORGAN STANLEY (MS, MS-PA, MS-PE, MS-PF, MS-PI, MS-PK, MS-PL, MS-PO, MS-PP, MS-PQ)
7.8M shares
$220.1M
JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM)
7.4M shares
$206.9M
HANTZ FINANCIAL SERVICES, INC.
15.2M shares
$182.5M
LPL Financial LLC
5.7M shares
$158.3M
TIAA TRUST, NATIONAL ASSOCIATION
3.1M shares
$87.8M