Stock Ownership/DBMF

LITMAN GREGORY FDS TR (DBMF): Ownership & Insider Activity

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
3
13F filers
Aggregate Value
$12.2M
Across holders
Last Price
$31.25
2026-08-24
Sector
—
GICS
Quarterly fund activity2 increased1 reduced0 exited
Institutional Holders of DBMF
↗
3 holders
Manager⇅Type⇅Shares⇅Market Value▼% of Total⇅% of Portfolio⇅Action⇅QoQ Change⇅Quarter⇅
Rockefeller Capital Management L.P.
CIK 0001739439
Hedge Fund335K$10.3M83.9%0.0%Reduced$-767KQ2 2026
AQR CAPITAL MANAGEMENT LLC
CIK 0001167557
Hedge Fund39K$1.2M9.8%0.0%Added+$481KQ2 2026
Qube Research & Technologies Ltd
CIK 0001729829
Hedge Fund25K$770K6.3%0.0%Added+$78KQ2 2026
Rockefeller Capital Management L.P.Reduced
Hedge Fund
$10.3M· 83.9% of total· 0.0% port· 335K sh· $-767K QoQ· Q2 2026
AQR CAPITAL MANAGEMENT LLCAdded
Hedge Fund
$1.2M· 9.8% of total· 0.0% port· 39K sh· +$481K QoQ· Q2 2026
Qube Research & Technologies LtdAdded
Hedge Fund
$770K· 6.3% of total· 0.0% port· 25K sh· +$78K QoQ· Q2 2026
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