DBMF
LITMAN GREGORY FDS TRPrice
Daily candles with volume. Pins mark insider trades, rating changes, 13F stakes, reports, catalysts and short-interest jumps.
- R Feb 28 Three major institutional investors — Morgan Stanley, Wells Fargo, a…
- X Jul 31 Short interest jumps 77.3% to 1.87M
- X Aug 31 Short interest falls 30.1% to 1.02M
- X Sep 15 Short interest jumps 37.4% to 1.41M
- X Sep 30 Short interest jumps 270.9% to 5.21M
- X Oct 15 Short interest falls 73.7% to 1.37M
Signal stack
Where each data set points today.
- InstitutionsBULLISH
Q2 2026: 26 added (0 new), 6 trimmed or exited.
- Short sellersCOVERING
Short interest −73.7% to 1.37M shares. 1.0 days to cover.
- TrendUPTREND
2% above its 50-day average.
Who's buying
13F· Q2 2026| Fund | Move | Value |
|---|---|---|
| JPMORGAN CHASE & CO | ADD | $369.3M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | ADD | $104.9M |
| RAYMOND JAMES FINANCIAL INC | ADD | $79.0M |
| BANK OF AMERICA CORP /DE/ | ADD | $62.1M |
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC | ADD | $29.7M |
| Farther Finance Advisors, LLC | ADD | $29.2M |
| Cetera Investment Advisers | DOUBLED | $21.1M |
| Merit Financial Group, LLC | ADD | $15.4M |
Quarterly 13F filings are due 45 days after each quarter ends.
Short side
FINRA· Oct 15, 2026SecBot reports
2 filings · 1 bullish · 0 bearish · 1 neutral- NEUTRAL INST-CLUSTEROct 21, 2026
Three asset managers increased their DBMF positions in Q3 2026, led by Wealth Enhancement Advisory…
The cluster is too small in absolute size and too concentrated in one advisor to signal a broad institutional thesis. Monitor next quarter's 13F for follow-through from additional asset managers or…
- BULLISH INST-CLUSTERFeb 28, 2026
Three major institutional investors — Morgan Stanley, Wells Fargo, and UBS — significantly…
The coordinated entry and expansion by three large passive managers suggests growing institutional recognition of DBMF, possibly due to index inclusion or improved fund performance. Traders should…
All DBMF filing & press-release reports (2)
- INST-CLUSTER reportOct 21, 2026
- INST-CLUSTER reportFeb 28, 2026