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DBMF · Insider trading · 13F holders · Congress trades

Im Global Partner Funds (DBMF)

Who is buying and selling DBMF: company insiders on SEC Form 4, hedge funds and superinvestors on Form 13F, and members of Congress under the STOCK Act. Every figure links to the filing or page it comes from.

13F filers holding
92
Insider buys, 90 days
$0
Insider sales, 90 days
$0
Congress trades, 12 months
0

DBMF at a glance

  • No open-market insider purchases or sales of DBMF were filed in the last 90 days.
  • 92 13F filers hold DBMF among their 50 largest positions, worth $728.4M combined. The biggest bets by portfolio weight are Gainline Financial Partners, LLC (6.7%), Sage Private Wealth Group, LLC (5.9%) and Edge Wealth Management LLC (5.2%). In their latest 13Fs, 1 manager opened a new position and 30 added to one.
  • No member of Congress has disclosed a trade in DBMF.

DBMF insider trading

No open-market insider purchases or sales of DBMF were filed in the last 90 days.

Who owns DBMF? Hedge funds and superinvestors

92 13F filers hold DBMF among their 50 largest positions, worth $728.4M combined. The biggest bets by portfolio weight are Gainline Financial Partners, LLC (6.7%), Sage Private Wealth Group, LLC (5.9%) and Edge Wealth Management LLC (5.2%). In their latest 13Fs, 1 manager opened a new position and 30 added to one.

13F filers holding DBMF
Manager% of portfolioValueSharesLast quarter13F
TIAA Wealth Investment Management LLCAsset manager0.6%$85.0M2,799,608-2.1% sharesQ2 2026
Parcion Private Wealth LLCWealth manager2.6%$48.9M1,502,095-0.6% sharesQ3 2026
Cardinal Point Capital Management ULCWealth manager2.3%$42.3M1,299,469+3.3% sharesQ3 2026
Goldstein Advisors, LLCWealth manager3.1%$35.3M1,086,053+0.7% sharesQ3 2026
Edge Wealth Management LLCWealth manager5.2%$34.7M1,062,702-0.2% sharesQ3 2026
Rockland Trust CoBank & trust0.9%$24.8M762,695+9.6% sharesQ3 2026
Strategic Planning Group, LLCWealth manager2.2%$21.2M650,230—Q3 2026
Summit Wealth & Retirement Planning, Inc.Wealth manager4.1%$19.5M638,441+4.2% sharesQ2 2026
Fortitude Family Office, LLCWealth manager3.3%$19.3M593,778+7.4% sharesQ3 2026
Sage Private Wealth Group, LLCWealth manager5.9%$17.7M544,306+1.8% sharesQ3 2026
IAG Wealth Partners, LLCWealth manager1.6%$15.7M511,925-5.4% sharesQ2 2026
Prentice Wealth Management LLCWealth manager3.1%$15.1M463,970+2.3% sharesQ3 2026
Austin Wealth Management, LLCWealth manager3.1%$14.8M478,909+3.2% sharesQ2 2026
Hengehold Capital Management LLCWealth manager1.1%$13.9M425,981+3.5% sharesQ3 2026
Gts Securities LLCBroker-dealer0.3%$12.4M405,513—Q2 2026
Professional Financial Advisors, LLCWealth manager1.9%$11.5M352,142+4.9% sharesQ3 2026
A&i Financial Services, LLCWealth manager4.8%$11.4M350,746-0.8% sharesQ3 2026
Axxcess Wealth Management, LLCWealth manager0.4%$10.7M329,969—Q3 2026
Ashton Thomas Securities, LLCWealth manager1.1%$10.3M315,097—Q3 2026
Deane Retirement Strategies, Inc.Wealth manager4.1%$10.1M311,207—Q3 2026
Ethos Financial Group, LLCWealth manager0.6%$9.7M311,885—Q2 2026
Leelyn Smith, LLCWealth manager1.2%$9.5M310,003+4.7% sharesQ2 2026
Evelyn Partners Asset Management LtdWealth manager2.2%$9.0M297,096-1.7% sharesQ1 2026
LS Investment Advisors, LLCWealth manager1.1%$8.0M246,950+14.0% sharesQ3 2026
FMA Wealth Management, LLCWealth manager5.0%$7.9M242,617+0.9% sharesQ3 2026
Gainline Financial Partners, LLCWealth manager6.7%$7.8M238,269+21.6% sharesQ3 2026
Upper Left Wealth Management, LLCWealth manager3.9%$7.6M232,932+9.3% sharesQ3 2026
Innova Wealth PartnersWealth manager2.9%$7.5M229,647+11.3% sharesQ3 2026
Independence Wealth Advisors, LLCWealth manager3.3%$6.9M210,799—Q3 2026
Fermata Advisors, LLCWealth manager1.3%$6.6M203,341+5.0% sharesQ3 2026

The 30 largest of 92 positions, by value. Each manager counts with its latest 13F (Q3 2026: 56, Q2 2026: 33, Q1 2026: 3). Screen DBMF in the grand portfolio →

DBMF stock trades by members of Congress

No member of Congress has disclosed a trade in DBMF.

DBMF questions and answers

Are insiders buying DBMF stock?

No open-market insider purchases or sales of DBMF were filed in the last 90 days.

Which hedge funds own DBMF?

92 13F filers hold DBMF among their 50 largest positions, worth $728.4M combined. The biggest bets by portfolio weight are Gainline Financial Partners, LLC (6.7%), Sage Private Wealth Group, LLC (5.9%) and Edge Wealth Management LLC (5.2%). In their latest 13Fs, 1 manager opened a new position and 30 added to one.

Has Congress traded DBMF?

No member of Congress has disclosed a trade in DBMF.

Who is the largest holder of DBMF?

Among 13F filers, TIAA Wealth Investment Management LLC reports the largest DBMF position, $85.0M (2,799,608 shares) in its Q2 2026 13F. The biggest bet by portfolio weight is Gainline Financial Partners, LLC's: 6.7% of its portfolio.

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