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Disclosery

DBMF IM GLOBAL PARTNER FUNDS

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IMGP DBI MAN ETF (fund)

190 managers (191 13F filers) reported a position in DBMF shares at 2025-03-31, 34,720,568 shares in all. 32 filers opened a position and 28 filers sold out during the quarter.

Managers
190
13F filers
191
New
32
Added
79
Reduced
69
Sold out
28
Shares held by filers
34,720,568

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
LPL Financial LLC4,907,416$124M0.05%+4,615,37113F-HRTimeline
CWM, LLCin group CWM, LLC2,779,372$70.2M0.28%+312,80213F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY2,360,191$59.6M<0.01%+357,22013F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…1,973,666$49.9M0.04%+638,36013F-HRTimelineGroup
Naviter Wealth, LLC1,851,764$47.2M5.72%-5,47813F-HRTimeline
Goldstein Advisors, LLC1,203,999$30.4M4.45%+233,04213F-HRTimeline
Litman Gregory Wealth Management LLC1,180,213$29.8M2.56%-304,71913F-HRTimeline
Cardinal Point Capital Management ULC1,087,845$27.5M2.53%+24,58913F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC829,680$21M0.01%+518,34613F-HRTimelineGroup
OneDigital Investment Advisors LLC696,741$17.6M0.21%-30,28913F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC670,739$16.9M0.02%+103,03613F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding592,474$15M-730,790Timeline
SUMMIT WEALTH & RETIREMENT PLANNING, IN…563,590$14.2M4.36%+11,46613F-HRTimeline
Evelyn Partners Group Ltdgroup of 2 filers holding531,113$13.4M+14,573Timeline
Valmark Advisers, Inc.494,835$12.5M0.19%-11,43313F-HRTimeline
ALM First Financial Advisors, LLC472,305$11.9M2.73%+40,17713F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC457,502$11.6M0.1%+14,71513F-HR/ATimelineGroup
Austin Wealth Management, LLC451,674$11.4M2.29%+74,33013F-HRTimeline
Private Advisor Group, LLC429,412$10.8M0.07%+107,62613F-HRTimeline
SAGE PRIVATE WEALTH GROUP, LLC419,089$10.6M8.02%+1,92013F-HRTimeline
New York Life Investment Management LLCin group New York Life Investment Mana…398,859$10.1M0.1%+129,90613F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN391,388$9.89M<0.01%-288,82813F-HRTimelineGroup
Family Investment Center, Inc.353,893$8.94M2.18%-109,34413F-HRTimeline
IAG Wealth Partners, LLC345,912$8.74M1.36%new13F-HRTimeline
RAINEY & RANDALL WEALTH ADVISORS INC.322,537$8.15M1.59%+2,22813F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP317,068$8.01M0.01%+4,08213F-HRTimelineGroup
Fortitude Family Office, LLC310,885$7.85M2.81%+75,92613F-HRTimeline
Advisor Resource Council273,855$6.69M0.54%new13F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC254,561$6.43M0.18%+7,93313F-HRTimeline
Leelyn Smith, LLC253,261$6.4M1.14%+27,09013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO239,316$6.05M<0.01%-5,429,82413F-HRTimelineGroup
A&I FINANCIAL SERVICES, LLC216,745$5.47M3.71%+49,80013F-HRTimeline
Principia Wealth Advisory, LLC213,149$5.35M5.16%+23,27413F-HRTimeline
Cambridge Investment Research Advisors,…210,679$5.32M0.02%-30,07613F-HRTimeline
Empire Financial Management Company, LLC205,657$5.19M1.61%-32413F-HRTimeline
CSS LLC/IL201,685$5.09M0.36%+22,90113F-HRTimeline
Astor Investment Management LLC184,739$4.67M2.48%-127,18213F-HRTimeline
Capitolis Liquid Global Markets LLCin group CAPITOLIS LIQUID GLOBAL MARKE…182,100$4.6M0.04%new13F-HRTimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.175,950$4.44M0.01%+9,67113F-HRTimelineGroup
Farther Finance Advisors, LLC172,893$4.38M0.11%+131,89413F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.167,409$4.23M0.04%+23,97613F-HRTimelineGroup
Professional Financial Advisors, LLC165,658$4.18M1.06%+9,72213F-HRTimeline
Cetera Investment Advisers158,607$4.01M0.01%+1,39513F-HRTimeline
Upper Left Wealth Management, LLC151,882$3.84M2.75%new13F-HRTimeline
Longview Financial Advisors, Inc.147,758$3.73M3.2%+19,00013F-HRTimeline
HighTower Advisors, LLC146,742$3.71M0.01%+4,03113F-HRTimeline
Avestar Capital, LLC144,437$3.65M0.35%-26,62813F-HRTimeline
Tidal Investments LLCin group Tidal Investments LLC140,858$3.56M0.03%new13F-HRTimelineGroup
Frontier Asset Management, LLC128,816$3.25M0.94%-176,53913F-HRTimeline
CoreCap Advisors, LLC125,313$3.17M0.14%+42,14013F-HRTimeline
Scarborough Advisors, LLC120,916$3.05M0.44%-51613F-HRTimeline
Atria Investments, Inc120,137$3.03M0.04%-60,70513F-HRTimeline
STANSBERRY ASSET MANAGEMENT, LLC119,334$3.01M0.36%-6,32013F-HRTimeline
GTS SECURITIES LLC116,267$2.94M0.13%new13F-HRTimeline
Live Oak Investment Partners115,766$2.92M2.31%new13F-HRTimeline
Fermata Advisors, LLC112,972$2.85M0.52%+6,65213F-HRTimeline
Sanctuary Advisors, LLC110,792$2.8M0.02%-25,00813F-HRTimeline
CAPTRUST FINANCIAL ADVISORS100,390$2.54M0.01%+9,45713F-HRTimeline
MKD WEALTH COACHES, LLC92,427$2.33M2.64%+3,08013F-HRTimeline
Fairman Group, LLC86,255$2.13M1.95%-25,35413F-HRTimeline
ENTREWEALTH, LLC83,639$2.11M1.62%+25,68613F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…82,765$2.09M<0.01%+37,29013F-HRTimeline
TriaGen Wealth Management LLC79,103$2M0.7%+18,30713F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.76,007$1.92M0.12%-54113F-HRTimelineGroup
E&G Advisors, LLC75,382$1.9M0.54%-1,47013F-HRTimeline
Dynamic Advisor Solutions LLC69,887$1.77M0.06%-4,12013F-HRTimeline
Midwest Financial Group LLC68,639$1.73M1.01%+94713F-HRTimeline
Optivise Advisory Services LLC67,802$1.71M0.96%-7,33313F-HRTimeline
Twelve Points Wealth Management LLC66,797$1.69M0.46%-9,83813F-HRTimeline
HOWARD BAILEY SECURITIES, LLC64,430$1.63M0.54%+5,17513F-HR/ATimeline
MML INVESTORS SERVICES, LLC63,851$1.61M0.01%-136,56513F-HRTimeline
Mariner, LLCin group Mariner, LLC58,876$1.49M<0.01%+51,15213F-HRTimelineGroup
NewEdge Advisors, LLC56,117$1.42M0.01%+30,52313F-HRTimeline
RHS Financial, LLC53,155$1.34M0.75%+4,13413F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC51,491$1.3M0.03%-1,74113F-HRTimelineGroup
Visionary Wealth Advisors50,817$1.28M0.08%+1,33013F-HRTimeline
IFG Advisory, LLC50,394$1.27M0.07%new13F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA48,436$1.22M<0.01%-1,271,46213F-HR/ATimelineGroup
Quadrature Capital Ltdin group Quadrature Capital Ltd47,973$1.21M0.03%new13F-HRTimelineGroup
MAI Capital Management47,217$1.19M0.01%+51013F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP45,272$1.14M<0.01%+9613F-HRTimelineGroup
Legacy Capital Group California, Inc.44,703$1.13M0.39%-28,69013F-HRTimeline
Sterneck Capital Management, LLC43,319$1.09M0.59%+1,96213F-HRTimeline
THOR INVESTMENT MANAGEMENT INC /OH/ /ADV42,962$1.09M0.8%+11213F-HRTimeline
Matrix Trust Co41,628$1.05M0.18%+12,10113F-HRTimeline
Canal Capital Management, LLC39,916$1.01M0.17%-48,97413F-HRTimeline
Savvy Advisors, Inc.38,617$975K0.1%+4,95513F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC38,600$975K<0.01%-18,40013F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/36,444$920K<0.01%+2,32813F-HRTimelineGroup
City Center Advisors, LLC36,184$914K1.07%+2,74813F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…34,221$864K<0.01%new13F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/31,986$808K<0.01%+20,91313F-HRTimelineGroup
Cerity Partners LLCin group Cerity Partners LLC30,808$778K<0.01%-95413F-HRTimelineGroup
Innova Wealth Partners30,386$768K0.48%-89,07513F-HRTimeline
AmeriServ Wealth Advisorsin group AmeriServ Wealth Advisors30,066$759K0.44%new13F-HRTimelineGroup
Trajan Wealth LLC29,917$756K0.04%-5,39113F-HRTimeline
Virtue Capital Management, LLC29,703$751K0.09%new13F-HRTimeline
Elyxium Wealth, LLC28,543$721K0.32%new13F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC27,016$682K0.01%-1,84213F-HRTimeline
NWAM LLC26,811$677K0.06%-1,31213F-HRTimeline
Integrated Wealth Concepts LLC26,694$674K0.01%new13F-HRTimeline
Ausdal Financial Partners, Inc.26,201$662K0.05%+1,20013F-HRTimeline
Ascentis Wealth Management, LLCin group Ascentis Wealth Management, L…26,030$659K0.2%+5,75213F-HRTimelineGroup
Perennial Investment Advisors, LLC25,900$654K0.07%+12,36413F-HRTimeline
Family Office Research LLC25,071$633K0.31%new13F-HRTimeline
Smart Portfolios, LLC24,914$629K0.68%+27013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…24,552$620K<0.01%-4,44613F-HRTimelineGroup
LAKE STREET PRIVATE WEALTH, LLC22,706$574K0.09%-4,04613F-HRTimeline
RETIREMENT FINANCIAL SOLUTIONS, LLC22,694$573K0.22%+6,44113F-HR/ATimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC22,479$568K<0.01%-42,45713F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/22,435$567K<0.01%+44613F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.22,329$564K<0.01%+1,80013F-HRTimelineGroup
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC21,758$550K<0.01%-15,39613F-HRTimelineGroup
Ethos Financial Group, LLC21,020$548K0.05%013F-HRTimeline
Proactive Wealth Strategies LLC21,584$545K0.29%+15113F-HRTimeline
AE Wealth Management LLC21,381$540K<0.01%-13,78813F-HRTimeline
Strategic Blueprint, LLC21,168$535K0.03%-12,11913F-HRTimeline
Trilogy Capital Inc.21,026$531K0.03%+8,62513F-HRTimeline
Meridian Wealth Management, LLC20,884$528K0.03%-3,34213F-HRTimeline
COMERICA BANK20,835$526K<0.01%+17,16113F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding20,582$520K-10,694Timeline
Steward Partners Investment Advisory, L…20,450$517K<0.01%+3,31813F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…19,541$494K0.01%-6,80113F-HRTimelineGroup
Creative Planningin group Creative Planning19,226$486K<0.01%-10513F-HRTimelineGroup
Orion Porfolio Solutions, LLC18,786$475K<0.01%-1,65413F-HRTimeline
Orion Portfolio Solutions, LLC18,786$475K<0.01%-1,65413F-HR/ATimeline
WEDBUSH SECURITIES INC18,349$463K0.02%-77513F-HRTimeline
Financial Advocates Investment Manageme…17,719$448K0.03%+19213F-HRTimeline
Verum Partners LLC17,606$445K0.12%-4,69113F-HRTimeline
Pinnacle Family Advisors, LLC16,760$423K0.23%+83613F-HRTimeline
Integrated Advisors Network LLC16,511$417K0.02%-6613F-HRTimeline
Castleview Partners, LLC15,055$380K0.26%+4,73713F-HRTimeline
PRIVATE TRUST CO NA14,194$359K0.04%+11,74013F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…13,898$351K0.01%new13F-HRTimelineGroup
ORG Partners LLC13,817$349K0.09%+6,13313F-HRTimeline
GREENWOOD CAPITAL ASSOCIATES LLC13,605$344K0.05%new13F-HRTimeline
GeoWealth Management, LLC12,902$326K0.01%-9,18113F-HRTimeline
MGO ONE SEVEN LLC12,814$324K0.01%+1,10313F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC12,204$308K0.01%-5,01813F-HRTimelineGroup
Burt Wealth Advisors11,901$301K0.08%-33,29113F-HRTimeline
LFA - Lugano Financial Advisors SA11,620$294K0.2%+2,02013F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …11,617$293K<0.01%-7,23813F-HRTimelineGroup
Marex Group Ltdin group Marex Group Ltd11,400$288K0.01%013F-HRTimelineGroup
Legacy Capital Wealth Partners, LLC10,854$274K0.07%-7,58013F-HRTimeline
Advyzon Investment Management, LLC10,539$266K0.09%+1,08813F-HRTimeline
Genesis Wealth Advisors, LLC10,189$257K0.21%013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC9,944$251K<0.01%-10,73913F-HRTimelineGroup
BRIGHTON JONES LLC9,847$249K0.01%new13F-HRTimeline
Fifth Third Securities, Inc.in group FIFTH THIRD BANK, NATIONAL AS…9,809$248K0.02%-5,65013F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp9,590$242K<0.01%-3,37313F-HRTimelineGroup
WEST MICHIGAN ADVISORS, LLC8,979$227K0.08%new13F-HRTimeline
Perigon Wealth Management, LLC8,862$224K0.01%new13F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.8,854$224K<0.01%-1,64913F-HRTimeline
Modern Wealth Management, LLC8,541$216K0.01%+2613F-HR/ATimeline
Focus Financial Network, Inc.8,417$213K0.01%new13F-HRTimeline
DRIVE WEALTH MANAGEMENT, LLC8,400$212K0.05%-1,60013F-HRTimeline
Octavia Wealth Advisors, LLC8,358$211K0.03%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.8,235$208K0.01%+7,84813F-HRTimeline
UBS Group AGin group UBS Group AG8,213$207K<0.01%-3,28713F-HRTimelineGroup
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…7,470$189K0.01%-38213F-HRTimelineGroup
Raleigh Capital Management Inc.3,955$99.9K0.05%-2,70113F-HRTimeline
Stonebridge Financial Group, LLC3,029$76.5K0.01%+62013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.2,621$64.5K<0.01%+72913F-HRTimelineGroup
ELEVATION WEALTH PARTNERS, LLC2,290$57.8K0.03%-2,29013F-HRTimeline
IFP Advisors, Inc1,944$49.1K<0.01%-6,34513F-HRTimeline
Transce3nd, LLC1,692$42.7K0.02%-18513F-HRTimeline
Federation des caisses Desjardins du Qu…1,201$30.3K<0.01%013F-HRTimeline
Harvest Fund Management Co., Ltdin group Harvest Fund Management Co., …1,053$27K<0.01%013F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\722$18.2K<0.01%-31713F-HRTimelineGroup
Deane Retirement Strategies, Inc.696$17.6K0.01%+29013F-HRTimeline
Quest 10 Wealth Builders, Inc.569$14.4K0.02%-36113F-HRTimeline
BURKETT FINANCIAL SERVICES, LLC512$12.9K0.01%new13F-HRTimeline
Arax Advisory Partners487$12.3K<0.01%new13F-HRTimeline
Northwest Capital Management Inc428$10.8K<0.01%+12013F-HRTimeline
Creekmur Asset Management LLC388$9.79K<0.01%-17713F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC358$9.37K<0.01%013F-HRTimelineGroup
Physician Wealth Advisors, Inc.300$7.58K<0.01%013F-HRTimeline
Citizens National Bank Trust Department253$6.39K<0.01%new13F-HRTimeline
TSFG, LLC107$3K<0.01%013F-HRTimeline
Truvestments Capital LLC82$2.07K<0.01%013F-HRTimeline
Cranbrook Wealth Management, LLC81$2.05K<0.01%new13F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC92$2K<0.01%new13F-HRTimelineGroup
Sunbelt Securities, Inc.64$1.62K<0.01%013F-HRTimeline
Blue Trust, Inc.50$1.26K<0.01%013F-HRTimeline
Solstein Capital, LLC35$884<0.01%new13F-HRTimeline
EASTERN BANK33$834<0.01%new13F-HRTimeline
N.E.W. Advisory Services LLC32$808<0.01%new13F-HRTimeline
Kiker Wealth Management, LLC21$530<0.01%new13F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0-50013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.
Rossby Financial, LCC0$00%new13F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.