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Disclosery

DBMF IM GLOBAL PARTNER FUNDS

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IMGP DBI MAN ETF (fund)

187 managers (190 13F filers) reported a position in DBMF shares at 2024-12-31, 36,305,093 shares in all. 36 filers opened a position and 15 filers sold out during the quarter.

Managers
187
13F filers
190
New
36
Added
75
Reduced
52
Sold out
15
Shares held by filers
36,305,093

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO5,669,140$148M0.01%+5,300,53013F-HRTimelineGroup
CWM, LLCin group CWM, LLC2,466,570$64.5M0.27%+437,93713F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY2,002,971$52.4M<0.01%+856,37613F-HR/ATimelineGroup
Naviter Wealth, LLC1,857,242$48.6M5.86%+172,74213F-HRTimeline
Litman Gregory Wealth Management LLC1,484,932$38.8M3.37%+498,84513F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…1,335,306$34.9M0.03%+4,52713F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding1,323,264$34.6M-641,513Timeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,319,898$34.5M0.01%+1,273,30213F-HRTimelineGroup
Parcion Private Wealth LLC1,216,261$31.8M2.43%new13F-HRTimeline
Cardinal Point Capital Management ULC1,063,256$27.8M4.42%+25,42113F-HRTimeline
Goldstein Advisors, LLC970,957$25.4M3.69%-66,90413F-HRTimeline
OneDigital Investment Advisors LLC727,030$19M0.22%+92,82013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN680,216$17.8M<0.01%new13F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC567,703$14.9M0.02%+336,86913F-HRTimeline
SUMMIT WEALTH & RETIREMENT PLANNING, IN…552,124$14.4M4.47%-112,59013F-HRTimeline
Evelyn Partners Group Ltdgroup of 2 filers holding516,540$13.5MnewTimeline
Valmark Advisers, Inc.506,268$13.2M0.21%-50,60913F-HRTimeline
Family Investment Center, Inc.463,237$12.1M3.07%+23,10013F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC442,787$11.6M0.09%+78,59113F-HRTimelineGroup
ALM First Financial Advisors, LLC432,128$11.3M2.67%+65,06413F-HRTimeline
SAGE PRIVATE WEALTH GROUP, LLC417,169$10.9M8.19%+24,51413F-HRTimeline
Austin Wealth Management, LLC377,344$10.1M2.09%+57,50613F-HRTimeline
Private Advisor Group, LLC321,786$8.42M0.05%+91,57813F-HRTimeline
RAINEY & RANDALL WEALTH ADVISORS INC.320,309$8.38M1.66%+288,68013F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP312,986$8.19M0.01%+38,25513F-HRTimelineGroup
Astor Investment Management LLC311,921$8.16M4.18%new13F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC311,334$8.14M<0.01%13F-HR/ATimelineGroup
Frontier Asset Management, LLC305,355$7.99M2.64%-79,45713F-HRTimeline
LPL Financial LLC292,045$7.64M<0.01%-19,02113F-HRTimeline
New York Life Investment Management LLCin group New York Life Investment Mana…268,953$7.04M0.07%-30,35913F-HRTimelineGroup
AXXCESS WEALTH MANAGEMENT, LLC246,628$6.45M0.16%+238,99013F-HRTimeline
FWG Holdings, LLC243,050$6.45M3.09%-12,95213F-HRTimeline
Cambridge Investment Research Advisors,…240,755$6.3M0.02%-7,32213F-HRTimeline
Fortitude Family Office, LLC234,959$6.15M2.2%new13F-HRTimeline
FMA Wealth Management, LLC229,079$5.99M4.46%+18,56313F-HRTimeline
Leelyn Smith, LLC226,171$5.92M1.05%-22513F-HRTimeline
Empire Financial Management Company, LLC205,981$5.39M1.68%+6,39213F-HRTimeline
MML INVESTORS SERVICES, LLC200,416$5.24M0.02%-2,36613F-HRTimeline
Principia Wealth Advisory, LLC189,875$4.97M4.67%13F-HRTimeline
Atria Investments, Inc180,842$4.73M0.06%+168,93113F-HRTimeline
CSS LLC/IL178,784$4.68M0.28%+25,92013F-HRTimeline
Avestar Capital, LLC171,065$4.48M0.41%-4,56613F-HRTimeline
A&I FINANCIAL SERVICES, LLC166,945$4.37M4.26%13F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.166,279$4.35M0.01%+120,62013F-HRTimelineGroup
Cetera Investment Advisers157,212$4.11M0.01%-24,61213F-HRTimeline
Professional Financial Advisors, LLC155,936$4.08M1.04%+11,42813F-HRTimeline
Sound Financial Strategies Group, LLC150,670$3.94M3.29%-8,50513F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.143,433$3.75M0.04%+20,91513F-HRTimelineGroup
HighTower Advisors, LLC142,711$3.73M0.01%+19,92413F-HRTimeline
Sanctuary Advisors, LLC135,800$3.59M0.02%+22,61913F-HRTimeline
Longview Financial Advisors, Inc.128,758$3.37M2.65%+6,44913F-HRTimeline
STANSBERRY ASSET MANAGEMENT, LLC125,654$3.29M0.43%-9,02113F-HRTimeline
Scarborough Advisors, LLC121,432$3.18M0.45%new13F-HRTimeline
Innova Wealth Partners119,461$3.13M1.97%new13F-HRTimeline
Fairman Group, LLC111,609$2.92M2.4%+97,84013F-HRTimeline
Fermata Advisors, LLC106,320$2.78M0.52%+23,08913F-HRTimeline
CAPTRUST FINANCIAL ADVISORS90,933$2.38M0.01%-6,26613F-HRTimeline
MKD WEALTH COACHES, LLC89,347$2.34M2.37%13F-HRTimeline
Canal Capital Management, LLC88,890$2.33M0.38%-2,91613F-HRTimeline
CoreCap Advisors, LLC83,173$2.18M0.1%-30,74013F-HRTimeline
E&G Advisors, LLC76,852$2.01M0.55%-13,95013F-HRTimeline
Twelve Points Wealth Management LLC76,635$2M0.58%+31,77913F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.76,548$2M0.13%-19,91613F-HRTimelineGroup
Optivise Advisory Services LLC75,135$1.97M1.06%-4,29913F-HRTimeline
Dynamic Advisor Solutions LLC74,007$1.94M0.08%+2,53113F-HRTimeline
Legacy Capital Group California, Inc.73,393$1.92M0.59%new13F-HRTimeline
Midwest Financial Group LLC67,692$1.77M1.02%+2,51913F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC64,936$1.7M<0.01%new13F-HRTimelineGroup
ENTREWEALTH, LLC57,953$1.63M1.51%13F-HRTimeline
TriaGen Wealth Management LLC60,796$1.59M0.54%+6,12313F-HRTimeline
HOWARD BAILEY SECURITIES, LLC59,255$1.55M0.58%+11,59013F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC57,000$1.49M<0.01%-48,40013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC53,232$1.39M0.03%+28,04413F-HRTimelineGroup
Visionary Wealth Advisors49,487$1.29M0.08%+5,43613F-HRTimeline
RHS Financial, LLC49,021$1.28M0.66%-2,28113F-HRTimeline
MAI Capital Management46,707$1.22M0.01%+1,91213F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…45,475$1.19M<0.01%+10,81513F-HR/ATimeline
Burt Wealth Advisors45,192$1.18M0.3%+19,59113F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP45,176$1.18M<0.01%+11,12013F-HRTimelineGroup
THOR INVESTMENT MANAGEMENT INC /OH/ /ADV42,850$1.12M0.86%013F-HRTimeline
Sterneck Capital Management, LLC41,357$1.08M0.58%-1,62013F-HRTimeline
Farther Finance Advisors, LLC40,999$1.07M0.04%+2,90113F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC37,154$972K<0.01%+7,13113F-HRTimelineGroup
Trajan Wealth LLC35,308$924K0.05%-2,62913F-HRTimeline
AE Wealth Management LLC35,169$920K0.01%new13F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/34,116$892K<0.01%-12013F-HRTimelineGroup
Savvy Advisors, Inc.33,662$881K0.11%new13F-HRTimeline
City Center Advisors, LLC33,436$875K0.98%+6,95513F-HRTimeline
Strategic Blueprint, LLC33,287$871K0.05%+12,06413F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC31,762$836K<0.01%new13F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 2 filers holding31,276$818K+21,681Timeline
Matrix Trust Co29,527$772K0.13%+25,57913F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…28,998$759K<0.01%-50,51013F-HRTimelineGroup
EXCHANGE TRADED CONCEPTS, LLC28,858$755K0.02%new13F-HRTimeline
NWAM LLC28,123$736K0.05%+70713F-HRTimeline
LAKE STREET PRIVATE WEALTH, LLC26,752$700K0.11%+45313F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…26,342$689K0.02%+3,64113F-HRTimelineGroup
NewEdge Advisors, LLC25,594$670K<0.01%+13,79313F-HRTimeline
Ausdal Financial Partners, Inc.25,001$654K0.06%013F-HRTimeline
Smart Portfolios, LLC24,644$645K0.68%+15,06513F-HRTimeline
Meridian Wealth Management, LLC24,226$634K0.03%-4,68413F-HRTimeline
Verum Partners LLC22,297$583K0.17%+8,06713F-HRTimeline
GeoWealth Management, LLC22,083$578K0.02%+22,06713F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/21,989$575K<0.01%+28013F-HRTimelineGroup
Proactive Wealth Strategies LLC21,433$561K0.29%-73013F-HRTimeline
Ethos Financial Group, LLC21,020$548K0.07%+1,08513F-HRTimeline
CITIGROUP INCin group CITIGROUP INC20,683$541K<0.01%+5,05213F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.20,529$537K<0.01%-31,28813F-HR/ATimelineGroup
Orion Porfolio Solutions, LLC20,440$535K0.01%-25113F-HRTimeline
Orion Portfolio Solutions, LLC20,440$535K0.01%-25113F-HRTimeline
Ascentis Wealth Management, LLCin group Ascentis Wealth Management, L…20,278$530K0.16%-2,74913F-HRTimelineGroup
Creative Planningin group Creative Planning19,331$506K<0.01%+15913F-HRTimelineGroup
WEDBUSH SECURITIES INC19,124$500K0.02%-33,36213F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …18,855$493K0.01%+1,52913F-HRTimelineGroup
Compound Planning, Inc.18,516$484K0.02%new13F-HRTimeline
Legacy Capital Wealth Partners, LLC18,434$482K0.12%new13F-HRTimeline
Financial Advocates Investment Manageme…17,527$459K0.03%-20013F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC17,222$451K0.01%new13F-HRTimelineGroup
Advisory Services Network, LLC17,191$450K0.01%-14,14313F-HRTimeline
Altiora Financial Group, LLC17,163$449K0.1%new13F-HRTimeline
Steward Partners Investment Advisory, L…17,132$448K<0.01%+1,76713F-HRTimeline
Integrated Advisors Network LLC16,577$434K0.02%+2,04713F-HRTimeline
RETIREMENT FINANCIAL SOLUTIONS, LLC16,253$425K0.23%-8,79613F-HRTimeline
PMV Capital Advisers, LLC16,241$425K1.14%13F-HRTimeline
Columbus Macro, LLC16,084$421K0.06%+6,91013F-HRTimeline
Pinnacle Family Advisors, LLC15,924$417K0.2%+1,95213F-HRTimeline
Fifth Third Securities, Inc.in group FIFTH THIRD BANK, NATIONAL AS…15,459$404K0.03%new13F-HRTimelineGroup
Arete Wealth Advisors, LLC14,727$385K0.03%-4,80213F-HRTimeline
Perennial Investment Advisors, LLC13,536$354K0.04%new13F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp12,963$339K<0.01%new13F-HRTimelineGroup
Trilogy Capital Inc.12,401$324K0.02%-1,38113F-HRTimeline
MGO ONE SEVEN LLC11,711$306K0.01%-1,19513F-HRTimeline
UBS Group AGin group UBS Group AG11,500$301K<0.01%+3,50013F-HRTimelineGroup
Marex Group Ltdin group Marex Group Ltd11,400$298K0.01%013F-HRTimelineGroup
WORLD EQUITY GROUP, INC.11,190$293K0.06%new13F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/11,073$290K<0.01%-2,80613F-HRTimelineGroup
DAVENPORT & Co LLC10,995$288K<0.01%new13F-HRTimeline
Vise Technologies, Inc.10,870$284K0.02%new13F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.10,503$275K<0.01%-1,63113F-HRTimeline
Castleview Partners, LLC10,318$272K0.15%+7,35113F-HR/ATimeline
Genesis Wealth Advisors, LLC10,189$267K0.23%13F-HRTimeline
DRIVE WEALTH MANAGEMENT, LLC10,000$262K0.06%new13F-HRTimeline
LFA - Lugano Financial Advisors SA9,600$251K0.16%013F-HRTimeline
Advyzon Investment Management, LLC9,451$247K0.1%13F-HRTimeline
FOURPATH CAPITAL MANAGEMENT, LLC9,027$236K0.04%new13F-HRTimeline
Moors & Cabot, Inc.8,750$229K0.01%+1,25013F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …8,525$223K0.01%+17613F-HRTimelineGroup
Modern Wealth Management, LLC8,515$223K0.01%new13F-HR/ATimeline
IFP Advisors, Inc8,289$217K0.01%-16,39713F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…7,852$205K0.01%-2613F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC7,724$202K<0.01%-43,25513F-HRTimelineGroup
ORG Partners LLC7,684$201K0.03%+57013F-HRTimeline
Raleigh Capital Management Inc.6,656$174K0.07%new13F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC4,580$120K0.05%new13F-HRTimeline
COMERICA BANK3,674$96.1K<0.01%+2,14613F-HR/ATimeline
NEW WAVE WEALTH ADVISORS LLC2,564$67.1K0.03%new13F-HRTimeline
PRIVATE TRUST CO NA2,454$64.2K0.01%+13913F-HRTimeline
Stonebridge Financial Group, LLC2,409$63K0.01%13F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.1,892$50.1K<0.01%013F-HRTimelineGroup
Transce3nd, LLC1,877$49.1K0.02%13F-HRTimeline
Federation des caisses Desjardins du Qu…1,201$31.4K<0.01%013F-HRTimeline
Harvest Fund Management Co., Ltdin group Harvest Fund Management Co., …1,053$28K<0.01%013F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\1,039$27.2K<0.01%013F-HRTimelineGroup
Quest 10 Wealth Builders, Inc.930$24.3K0.02%13F-HRTimeline
Creekmur Asset Management LLC565$14.8K<0.01%-11513F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…500$13.3K<0.01%-1,00013F-HRTimeline
Global Retirement Partners, LLC498$13K<0.01%-24213F-HRTimeline
Deane Retirement Strategies, Inc.406$10.6K0.01%+2313F-HRTimeline
HARBOUR INVESTMENTS, INC.387$10.1K<0.01%+1113F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC358$9.37K<0.01%new13F-HRTimelineGroup
Avior Wealth Management, LLC348$9.1K<0.01%013F-HRTimeline
Householder Group Estate & Retirement S…365$9K0.01%-82613F-HRTimeline
Kozak & Associates, Inc.338$8.9K<0.01%new13F-HRTimeline
Northwest Capital Management Inc308$8.06K<0.01%+7813F-HRTimeline
Physician Wealth Advisors, Inc.300$7.85K<0.01%new13F-HRTimeline
FLP Wealth Management, LLC289$7.56K0.02%13F-HRTimeline
MATHER GROUP, LLC.217$5.68K<0.01%new13F-HRTimeline
SIMPLEX TRADING, LLC226$5K<0.01%-113F-HRTimeline
New Millennium Group LLC145$3.79K<0.01%new13F-HRTimeline
TSFG, LLC107$3K<0.01%+413F-HRTimeline
Truvestments Capital LLC82$2.15K<0.01%new13F-HRTimeline
Sunbelt Securities, Inc.64$1.67K<0.01%013F-HRTimeline
Legend Financial Advisors, Inc.58$1.52K<0.01%013F-HRTimeline
Blue Trust, Inc.50$1.31K<0.01%013F-HR/ATimeline
SWAN Capital LLC1$34<0.01%-2913F-HRTimeline
FMR LLCin group FMR LLC1$26<0.01%-313F-HRTimelineGroup
Measured Risk Portfolios, Inc.0$00%13F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.