Stock

DBMF

Ownership Count: 341

Ownership

Manager Name % of Portfolio Recent Activity Share Value
JPMORGAN CHASE & CO 0.02%
Added 61.03%
4,750,585 $124,275,000.0
CWM, LLC 0.28%
Added 21.59%
2,466,570 $64,525,000.0
Naviter Wealth, LLC 5.93%
Added 10.25%
1,857,242 $48,585,000.0
MORGAN STANLEY 0.01%
Added 61.54%
1,822,732 $47,682,000.0
Litman Gregory Wealth Management LLC 3.37%
Added 50.59%
1,484,932 $38,845,000.0
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.03%
Added 0.34%
1,335,306 $34,931,000.0
ENVESTNET ASSET MANAGEMENT INC 0.01%
Reduced 33.06%
1,315,292 $34,408,000.0
Royal Bank of Canada 0.02%
Added 2742.97%
1,311,378 $34,306,000.0
Beaumont Financial Partners, LLC 4.17%
No Change
1,280,435 $43,458,000.0
Parcion Private Wealth LLC 2.51%
Added 13391.53%
1,216,261 $31,817,000.0
Cardinal Point Capital Management ULC 4.5%
Added 2.45%
1,063,256 $27,814,000.0
Litman Gregory Asset Management LLC 2.32%
Added 7.89%
986,087 $27,738,000.0
Goldstein Advisors, LLC 3.72%
Reduced 6.45%
970,957 $25,400,000.0
JANE STREET GROUP, LLC 0.04%
Added 1823.99%
885,304 $22,805,000.0
STATE STREET CORP 0.0%
No Change
793,137 $20,859,000.0