DBMF — Im Global Partner Funds Institutional Holders · Q3 2026
Who owns Im Global Partner Funds (DBMF)? 17 institutions reported holding $97.65M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Farther Finance Advisors, LLC ($32.0M), Rockland Trust Co ($24.8M), Deane Retirement Strategies, Inc. ($10.1M).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Farther Finance Advisors, LLC | $32.0M | 983,562 | Added |
| 2 | ROCKLAND TRUST CO | $24.8M | 762,695 | Added |
| 3 | Deane Retirement Strategies, Inc. | $10.1M | 311,207 | New |
| 4 | CoreCap Advisors, LLC | $6.5M | 199,895 | Added |
| 5 | Longview Financial Advisors, Inc. | $6.0M | 185,569 | Added |
| 6 | MKD WEALTH COACHES, LLC | $3.3M | 102,663 | Added |
| 7 | Cooper Financial Group | $3.2M | 99,685 | New |
| 8 | Stonebridge Financial Group, LLC | $2.3M | 72,003 | Added |
| 9 | Worth Asset Management, LLC | $2.2M | 67,102 | Added |
| 10 | Galvin, Gaustad & Stein, LLC | $2.0M | 62,802 | New |
| 11 | Whalen Wealth Management Inc. | $1.7M | 52,537 | New |
| 12 | CONGRESS ASSET MANAGEMENT CO | $1.6M | 48,151 | Trimmed |
| 13 | City Center Advisors, LLC | $1.2M | 37,667 | Added |
| 14 | Tactive Advisors, LLC | $313,205 | 9,628 | New |
| 15 | Elm3 Financial Group, LLC | $216,262 | 6,648 | New |
| 16 | EASTERN BANK | $0 | 0 | Exited |
| 17 | ELEVATION WEALTH PARTNERS, LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-09-30