LITMAN GREGORY FDS TR (DBMF): Institutional Ownership
Hedge funds and institutional managers reporting a position in DBMF. Based on the most recent 13F filing from each holder, sourced from SEC EDGAR.
Reported Holders
4
13F filers
Aggregate Value
$4.7M
Across holders
Last Price
$30.26
2026-06-26
Sector
GICS
Holder activity1 new2 added1 reduced
| Manager⇅ | Type⇅ | Shares⇅ | Market Value▼ | % of Total⇅ | % of Portfolio⇅ | Action⇅ | QoQ Change⇅ | Quarter⇅ |
|---|---|---|---|---|---|---|---|---|
| RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 | Hedge Fund | 88K | $2.5M | 53.1% | 0.0% | Added | +$152K | Q4 2025 |
| CITADEL ADVISORS LLC CIK 0001423053 | Hedge Fund | 29K | $805K | 17.2% | 0.0% | Reduced | $-1.0M | Q4 2025 |
| AQR CAPITAL MANAGEMENT LLC CIK 0001167557 | Hedge Fund | 23K | $704K | 15.1% | 0.0% | Added | +$89K | Q1 2026 |
| Qube Research & Technologies Ltd CIK 0001729829 | Hedge Fund | 23K | $681K | 14.6% | 0.0% | New | — | Q1 2026 |