Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di DoubleLine ETF Trust - DoubleLine Opportunistic Core Bond ETF meliputi Visionary Wealth Advisors, Hippocratic Financial Advisors, LLC, Cary Street Partners Financial Llc, Austin Wealth Management, LLC, Entrewealth, Llc, Ameriflex Group, Inc., Clear Creek Financial Management, LLC, Beacon Capital Management, Inc., dan Wells Fargo & Company/mn .
Halaman ini menunjukkan perubahan dalam struktur kepemilikan dengan mencantumkan lembaga, dana, dan pemegang saham utama yang telah meningkatkan kepemilikan mereka atau membuka posisi baru pada periode pelaporan terakhir. Baris berwarna hijau menunjukkan posisi baru. Klik tautan ikon untuk melihat riwayat transaksi selengkapnya.
Tingkatkan ke versi premium untuk membuka data premium.
| Tanggal File | Sumber | Investor | Ketik | Presyo ng Avg (Silangan) |
Saham | Δ Saham (%) |
Dilaporkan Nilai ($1000) |
Nilai Δ (%) |
Alokasi Port (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 89 | 4 | ||||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 142,702 | 11.16 | 7 | 20.00 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 503 | 3,769.23 | 23 | |||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 100,599 | 2.97 | 4,652 | 3.13 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 26,022 | 8.90 | 1,203 | 9.07 | ||||
| 2025-08-14 | 13F | UBS Group AG | 568,329 | 3.55 | 26,280 | 3.71 | ||||
| 2025-08-11 | 13F | One Capital Management, LLC | 195,102 | 1.10 | 9,022 | 1.25 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 6,338 | 15.59 | 0 | |||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 77,112 | 54.05 | 3,566 | 54.26 | ||||
| 2025-08-12 | 13F | Cravens & Co Advisors, LLC | 212,011 | 0.09 | 9,803 | 0.24 | ||||
| 2025-08-05 | 13F | W.G. Shaheen & Associates DBA Whitney & Co | 486,184 | 6.48 | 22,481 | 6.64 | ||||
| 2025-08-27 | 13F | Barnes Wealth Management Group, Inc | 10,157 | 0.18 | 470 | 0.21 | ||||
| 2025-07-23 | 13F | Clear Creek Financial Management, LLC | 5,165 | 239 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 23,197 | 16.72 | 1,073 | 16.90 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 7,350 | 11.38 | 340 | 11.51 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 26,022 | 8.90 | 1,199 | 8.90 | ||||
| 2025-08-05 | 13F | Beckerman Institutional, LLC | 188,922 | 7.83 | 9 | 0.00 | ||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 5,580 | 257 | ||||||
| 2025-08-14 | 13F | Aprio Wealth Management, LLC | 160,799 | 47.45 | 7,435 | 47.70 | ||||
| 2025-09-04 | 13F | Beacon Capital Management, Inc. | 3,579 | 165 | ||||||
| 2025-08-06 | 13F | Entrewealth, Llc | 22,528 | 1,042 | ||||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 11,756 | 1.49 | 544 | 1.69 | ||||
| 2025-07-15 | 13F | Optima Capital Llc | 156,070 | 13.18 | 7,217 | 13.35 | ||||
| 2025-07-29 | 13F | SilverOak Wealth Management LLC | 26,924 | 1.78 | 1,245 | 1.88 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 394,891 | 289.96 | 18,260 | 290.57 | ||||
| 2025-07-01 | 13F | Stonehearth Capital Management, LLC | 7,573 | 1.32 | 350 | 1.45 | ||||
| 2025-08-08 | 13F | Austin Wealth Management, LLC | 85,418 | 3,921 | ||||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 393,834 | 81.10 | 18,211 | 81.37 | ||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 177,754 | 8,219 | ||||||
| 2025-07-16 | 13F | Beaumont Financial Advisors, LLC | 25,019 | 0.63 | 1,157 | 0.78 | ||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 121,193 | 30.16 | 5,604 | 30.36 | ||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 109,569 | 107.97 | 5,066 | 108.31 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 5,882 | 3.90 | 272 | 3.83 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 348,913 | 4.18 | 16,134 | 4.33 | ||||
| 2025-08-04 | 13F | Bristlecone Advisors, LLC | 52,670 | 20.45 | 2,435 | 20.66 | ||||
| 2025-08-14 | 13F | Principia Wealth Advisory, LLC | 9,600 | 11.43 | 444 | 13.30 | ||||
| 2025-07-15 | 13F | Hippocratic Financial Advisors, LLC | 141,462 | 6,541 | ||||||
| 2025-08-11 | 13F | Beaumont Capital Management, LLC | 29,396 | 37.42 | 1,359 | 37.69 | ||||
| 2025-07-31 | 13F | Boothe Investment Group, Inc. | 593,523 | 6.94 | 27,445 | 7.10 | ||||
| 2025-08-05 | 13F | Benchmark Financial Wealth Advisors, LLC | 367,708 | 8.04 | 17,003 | 8.20 | ||||
| 2025-08-04 | 13F | Premier Path Wealth Partners, LLC | 135,838 | 4.24 | 6,281 | 4.40 | ||||
| 2025-07-25 | 13F | Northwest Capital Management Inc | 273 | 13.28 | 13 | 9.09 | ||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 132,691 | 6,136 | ||||||
| 2025-08-05 | 13F | Elyxium Wealth, LLC | 125,539 | 387.11 | 5,805 | 388.14 | ||||
| 2025-07-14 | 13F | Seascape Capital Management | 599,767 | 10.70 | 28 | 8.00 |
