IMGP DBI MANAGED FUTURES STR (DBMF) Institutional Shareholders
IMGP DBI MANAGED FUTURES STR (DBMF) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $2.25B in DBMF holdings during the latest filing period.
Lpl Financial Llc is currently the largest disclosed institutional shareholder of DBMF tracked by InsiderSet, reporting ownership valued at approximately $664.03M in its March 31, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $674.60M, representing an estimated gain of +1.59% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 60% of the total disclosed DBMF value among the investors covered in this analysis. Major shareholders include Lpl Financial Llc, Morgan Stanley, Tiaa Wealth Investment Management Llc, and several other long-term asset managers with concentrated positions in IMGP DBI MANAGED FUTURES STR (DBMF).
This page ranks the largest institutional DBMF shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
306
Total Reported Value
$2.25B
Largest Holder
Lpl Financial Llc
Largest Position
$664.03M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
92
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Lpl Financial Llc | 0.18% | 22,024,213 | $664,030,024 | $674,601,644 | +$10,571,620 | +1.59% | |
| Morgan Stanley | 0.02% | 9,051,220 | $272,894,332 | $277,238,869 | +$4,344,537 | +1.59% | |
| Tiaa Wealth Investment Management Llc | 0.66% | 2,861,026 | $86,431,601 | $87,633,226 | +$1,201,625 | +1.39% | |
| Northwestern Mutual Wealth Management Co | 0.04% | 2,415,743 | $72,834,647 | $73,994,208 | +$1,159,561 | +1.59% | |
| Raymond James Financial Inc | 0.02% | 1,887,522 | $56,908,787 | $57,814,799 | +$906,012 | +1.59% | |
| Parcion Private Wealth Llc | 2.57% | 1,511,668 | $46,272,160 | $46,302,391 | +$30,231 | +0.07% | |
| Bank Of America Corp | 0.00% | 1,519,544 | $45,814,252 | $46,543,633 | +$729,381 | +1.59% | |
| Tidal Investments Llc | 0.13% | 1,383,779 | $41,720,937 | $42,385,151 | +$664,214 | +1.59% | |
| Cardinal Point Capital Management Ulc | 2.18% | 1,257,839 | $38,502,461 | $38,527,609 | +$25,148 | +0.07% | |
| Goldstein Advisors, Llc | 3.02% | 1,078,914 | $33,025,558 | $33,047,136 | +$21,578 | +0.07% | |
| Edge Wealth Management Llc | 5.49% | 1,064,312 | $32,578,601 | $32,599,877 | +$21,276 | +0.07% | |
| Beacon Pointe Advisors, Llc | 0.17% | 1,067,012 | $32,170,425 | $32,682,578 | +$512,153 | +1.59% | |
| Farther Finance Advisors, Llc | 0.23% | 955,584 | $29,248,458 | $29,269,538 | +$21,080 | +0.07% | |
| Savant Capital, Llc | 0.14% | 955,805 | $28,817,516 | $29,276,307 | +$458,791 | +1.59% | |
| Potomac Fund Management Inc | 0.99% | 945,021 | $28,492,383 | $28,945,993 | +$453,610 | +1.59% | |
| Royal Bank Of Canada | 0.01% | 922,338 | $27,808,000 | $28,251,213 | +$443,213 | +1.59% | |
| Concurrent Investment Advisors, Llc | 0.20% | 760,768 | $23,287,104 | $23,302,324 | +$15,220 | +0.07% | |
| Envestnet Asset Management Inc | 0.01% | 754,052 | $23,074,936 | $23,096,613 | +$21,677 | +0.09% | |
| Rockland Trust Co | 0.84% | 695,808 | $21,298,682 | $21,312,599 | +$13,917 | +0.07% | |
| Commonwealth Equity Services, Llc | 0.03% | 680,379 | $20,826,404 | $20,840,009 | +$13,605 | +0.07% | |
| New York Life Investment Management Llc | 0.17% | 682,558 | $20,579,124 | $20,906,752 | +$327,628 | +1.59% | |
| Summit Wealth & Retirement Planning, Inc. | 4.14% | 638,441 | $19,542,690 | $19,555,448 | +$12,758 | +0.07% | |
| Iag Wealth Partners, Llc | 1.82% | 541,170 | $16,316,280 | $16,576,037 | +$259,757 | +1.59% | |
| Merit Financial Group, Llc | 0.10% | 504,693 | $15,448,661 | $15,458,747 | +$10,086 | +0.07% | |
| Sage Private Wealth Group, Llc | 7.52% | 495,467 | $14,938,357 | $15,176,154 | +$237,797 | +1.59% | |
| Austin Wealth Management, Llc | 3.12% | 478,909 | $14,783,915 | $14,668,983 | -$114,932 | -0.78% | |
| Prentice Wealth Management Llc | 2.87% | 453,578 | $13,884,023 | $13,893,094 | +$9,071 | +0.07% | |
| Alm First Financial Advisors, Llc | 2.33% | 452,775 | $13,859,443 | $13,868,498 | +$9,055 | +0.07% | |
| Beacon Harbor Wealth Advisors, Inc. | 2.83% | 447,198 | $13,483,020 | $13,697,675 | +$214,655 | +1.59% | |
| Onedigital Investment Advisors Llc | 0.13% | 444,093 | $13,389,417 | $13,602,569 | +$213,152 | +1.59% | |
| Steward Partners Investment Advisory, Llc | 0.07% | 424,687 | $12,804,305 | $13,008,163 | +$203,858 | +1.59% | |
| Hengehold Capital Management Llc | 0.98% | 411,429 | $12,593,842 | $12,602,070 | +$8,228 | +0.07% | |
| Rockefeller Capital Management L.P. | 0.02% | 360,299 | $10,863,016 | $11,035,958 | +$172,942 | +1.59% | |
| A&I Financial Services, Llc | 4.71% | 353,455 | $10,819,258 | $10,826,327 | +$7,069 | +0.07% | |
| Professional Financial Advisors, Llc | 1.78% | 335,666 | $10,274,742 | $10,281,450 | +$6,708 | +0.07% | |
| Scarborough Advisors, Llc | 1.11% | 313,922 | $9,675,031 | $9,615,431 | -$59,600 | -0.62% | |
| Axxcess Wealth Management, Llc | 0.15% | 313,579 | $9,598,659 | $9,604,925 | +$6,266 | +0.07% | |
| Leelyn Smith, Llc | 1.15% | 310,003 | $9,489,179 | $9,495,392 | +$6,213 | +0.07% | |
| Wells Fargo & Company/Mn | 0.00% | 302,054 | $9,106,928 | $9,251,914 | +$144,986 | +1.59% | |
| Cambria Investment Management, L.P. | 0.51% | 301,467 | $9,089,230 | $9,233,934 | +$144,704 | +1.59% | |
| Evelyn Partners Asset Management Ltd | 2.21% | 297,096 | $8,957,444 | $9,100,050 | +$142,606 | +1.59% | |
| Cetera Investment Advisers | 0.01% | 286,203 | $8,629,018 | $8,766,398 | +$137,380 | +1.59% | |
| Private Advisor Group, Llc | 0.04% | 268,036 | $8,204,591 | $8,209,943 | +$5,352 | +0.07% | |
| Equitable Holdings, Inc. | 0.05% | 274,508 | $7,702,694 | $8,408,180 | +$705,486 | +9.16% | |
| Fma Wealth Management, Llc | 4.71% | 240,522 | $7,362,374 | $7,367,189 | +$4,815 | +0.07% | |
| Citigroup Inc | 0.00% | 238,206 | $7,291,486 | $7,296,250 | +$4,764 | +0.07% | |
| Ls Investment Advisors, Llc | 0.90% | 216,670 | $6,632,269 | $6,636,602 | +$4,333 | +0.07% | |
| Valmark Advisers, Inc. | 0.08% | 218,130 | $6,576,627 | $6,681,322 | +$104,695 | +1.59% | |
| Upper Left Wealth Management, Llc | 3.62% | 213,173 | $6,525,226 | $6,529,489 | +$4,263 | +0.07% | |
| Empire Financial Management Company, Llc | 1.46% | 213,768 | $6,445,131 | $6,547,714 | +$102,583 | +1.59% |
Frequently asked questions about DBMF
Who owns the most DBMF stock?
The largest holders of DBMF are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for IMGP DBI MANAGED FUTURES STR (DBMF).
Is DBMF widely held by superinvestors?
Many widely followed stocks like DBMF appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly DBMF is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.