Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Litman Gregory Fds Tr (DBMF)

291 + Investors. Track Smart Money conviction in DBMF. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +61
Streak
3Q ▲
Buyers last Q
72%

Smart Money Signals — DBMF

Based on 297 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q
For 3 consecutive quarters, more hedge funds added DBMF than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
297 hedge funds hold DBMF right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
🚀

Fast accumulation — +62% more funds vs a year ago

fund count last 6Q
+114 new funds entered over the past year (+62% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟢

More buyers than sellers — 72% buying

219 buying87 selling
Last quarter: 219 funds were net buyers (89 opened a brand new position + 130 added to an existing one). Only 87 were sellers (59 trimmed + 28 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+20 vs last Q)

new funds entering per quarter
Funds opening a new DBMF position: 24 → 26 → 69 → 89. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
📌

Mixed — 29% long-term, 43% new

■ 29% conviction (2yr+) ■ 27% medium ■ 43% new
Of the 297 current holders: 87 (29%) held >2 years, 81 held 1–2 years, and 129 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.
🚀

Acceleration phase — new buyers rushing in

32 → 24 → 26 → 69 → 89 new funds/Q
New funds entering each quarter: 24 → 26 → 69 → 89. The pace of institutional discovery is accelerating sharply. This is the 'hot idea' phase — the thesis is being passed from fund to fund. You are not late — the accumulation wave is still building.
📊

Mixed cohorts — 36% veterans, 47% new entrants

■ 36% veterans ■ 18% 1-2yr ■ 47% new
Of 297 current holders: 106 (36%) held 2+ years, 52 held 1–2 years, 139 (47%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
🏆

Elite ownership — 51% AUM from top-100 funds

51% from top-100 AUM funds
17 of 297 holders are among the 100 largest funds by AUM, controlling 51% of total institutional value in DBMF. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
5.0
out of 10
Moderate Exit Risk
Exit risk score 5.0/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — DBMF

In 2026 Q1, 219 hedge funds were net buyers of DBMF (89 opened a new position, 130 added to an existing one), while 87 reduced or exited (59 trimmed, 28 sold completely) — a 72% buyer ratio, indicating clear institutional accumulation. This marks 3 consecutive quarters of net institutional buying — a persistent conviction signal. 51% of total institutional value in DBMF is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +61 funds (more new holders than closures). Total institutional holders: 297.

Hedge Fund Ownership: DBMF

How many hedge funds hold DBMF — quarterly history vs. share price
Quarterly hedge fund ownership of DBMF vs. share price

Market Analysis: DBMF

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: DBMF

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy Litman Gregory Fds Tr (DBMF) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much DBMF has moved relative to its sector benchmark (SPY) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 79d ago
DBMF
+2.6%
SPY
+13.9%

DBMF outperformed SPY by -11.3% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 34d ago
DBMF
-1.0%
SPY
+0.2%

Since the filing became public, DBMF outperformed SPY by -1.2% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

14 top-rated funds 11 high-conviction
Consensus
5.1
/ 10
breadth
×
Elite
3.4
/ 10
conviction
Hedge Fund Positioning: DBMF
291 + Investors

Track Smart Money conviction in DBMF. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 291 236 23.31%
13F Shares 76M 56M 35.94%
Total Value $2.20B $1.57B 39.91%
New Positions 84 69 +15
Increased Positions 129 98 +31
Closed Positions 29 16 +13
Reduced Positions 59 56 +3
Total Calls 0 1 -100.0%
Total Puts 0 1 -100.0%
PUT/CALL Ratio 0.0 1.0 Bullish

Statistics: DBMF

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Institutional Holders (2026 Q1)

291 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in DBMF. Verified SEC 13F-HR filings.

QUARTER:
Top 25 DBMF holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Sage Private Wealth Group, LLC 7.52% 495,467 $14.9M
2 Edge Wealth Management LLC 5.48% 1,062,494 $32.0M
3 A&I Financial Services, LLC 5.11% 357,497 $10.8M
4 FMA Wealth Management, LLC 4.98% 248,127 $7.5M
5 Summit Wealth & Retirement Planning, INC. 4.41% 612,604 $18.5M
6 Upper Left Wealth Management, LLC 3.56% 200,174 $6.0M
7 Goldstein Advisors, LLC 3.56% 1,062,448 $32.0M
8 Fortitude Family Office, LLC 3.34% 496,637 $15.0M
9 Austin Wealth Management, LLC 3.21% 463,962 $14.1M
10 Sky-Mountain Capital Management, INC. 2.97% 137,123 $4.1M
11 Prentice Wealth Management LLC 2.96% 435,694 $13.1M
12 Parcion Private Wealth LLC 2.86% 1,530,814 $46.2M
13 Mkd Wealth Coaches, LLC 2.84% 95,835 $2.9M
14 Beacon Harbor Wealth Advisors, Inc. 2.83% 447,198 $13.5M
15 ALM First Financial Advisors, LLC 2.77% 512,410 $15.4M
16 Longview Financial Advisors, Inc. 2.76% 149,763 $4.5M
17 Fairman Group, LLC 2.64% 102,256 $3.1M
18 Live Oak Investment Partners 2.56% 144,036 $4.3M
19 Cardinal Point Capital Management ULC 2.28% 1,234,297 $37.2M
20 Evelyn Partners Asset Management Ltd 2.21% 297,096 $9.0M
21 Sound Financial Strategies Group, LLC 2.09% 101,535 $3.1M
22 Rubicon Advisors, GP 1.97% 74,893 $2.3M
23 Professional Financial Advisors, LLC 1.95% 316,920 $9.6M
24 Entrewealth, LLC 1.87% 138,109 $4.2M
25 IAG Wealth Partners, LLC 1.82% 541,170 $16.3M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Litman Gregory Fds Tr (DBMF)

What does the Smart Money Trend signal show for DBMF?

Buying streak — 3 quarters in a row: For 3 consecutive quarters, more hedge funds added DBMF than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for DBMF?

More buyers than sellers — 72% buying: Last quarter: 219 funds were net buyers (89 opened a brand new position + 130 added to an existing one). Only 87 were sellers (59 trimmed + 28 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for DBMF holders?

Elite ownership — 51% AUM from top-100 funds: 17 of 297 holders are among the 100 largest funds by AUM, controlling 51% of total institutional value in DBMF. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held DBMF?

Mixed — 29% long-term, 43% new: Of the 297 current holders: 87 (29%) held >2 years, 81 held 1–2 years, and 129 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.

Is it too late to buy Litman Gregory Fds Tr (DBMF) following the 2026 Q1 hedge fund 13F filings?

As of today, DBMF has moved -1.0% since the 2026 Q1 13F filing date (May 15, 2026), compared to +0.2% for the SPY sector ETF — an outperformance of -1.2%. Since the quarter end (March 31, 2026), DBMF has gained +2.6% vs +13.9% for SPY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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