Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di DoubleLine ETF Trust - DoubleLine Mortgage ETF meliputi TPG Financial Advisors, LLC, Mather Group, Llc., Sensible Financial Planning & Management, LLC., Transatlantique Private Wealth Llc, LPL Financial LLC, RFG Advisory, LLC, Allworth Financial LP, dan WealthTrak Capital Management LLC .
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 | New Republic Capital, LLC | 44,973 | 219.25 | 2,207 | 219.71 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 83,867 | 18.54 | 4 | 33.33 | ||||
| 2025-07-08 | 13F | Gradient Investments LLC | 1,875,326 | 5.86 | 92,022 | 5.91 | ||||
| 2025-07-15 | 13F | Mather Group, Llc. | 77,480 | 3,802 | ||||||
| 2025-08-08 | 13F | Sensible Financial Planning & Management, LLC. | 10,086 | 495 | ||||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 644,973 | 10.35 | 31,649 | 10.39 | ||||
| 2025-07-10 | 13F | Signal Advisors Wealth, LLC | 204,113 | 67.53 | 10,016 | 67.59 | ||||
| 2025-08-12 | 13F | Waterloo Capital, L.P. | 6,556 | 54.70 | 322 | 55.07 | ||||
| 2025-08-14 | 13F | UBS Group AG | 97,370 | 0.38 | 4,778 | 0.40 | ||||
| 2025-08-01 | 13F | Cobblestone Capital Advisors Llc /ny/ | 950,433 | 0.85 | 46,638 | 0.89 | ||||
| 2025-08-14 | 13F | Evergreen Capital Management Llc | 645,725 | 13.57 | 31,686 | 13.61 | ||||
| 2025-07-23 | 13F | TPG Financial Advisors, LLC | 199,230 | 9,776 | ||||||
| 2025-07-25 | 13F | Hobbs Group Advisors, LLC | 196,992 | 75.80 | 9,666 | 75.87 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 14,049 | 69.22 | 689 | 69.29 | ||||
| 2025-08-08 | 13F | Tortoise Investment Management, LLC | 320,021 | 6.94 | 15,703 | 6.98 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 726 | 36 | ||||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 4,335 | 213 | ||||||
| 2025-08-15 | 13F | Morgan Stanley | 319,701 | 10.92 | 15,688 | 10.96 | ||||
| 2025-08-05 | 13F | W.G. Shaheen & Associates DBA Whitney & Co | 169,000 | 0.51 | 8,293 | 0.55 | ||||
| 2025-07-29 | 13F | Mattson Financial Services, LLC | 211,099 | 4.90 | 10,359 | 4.94 | ||||
| 2025-07-25 | 13F | Astoria Portfolio Advisors LLC. | 222,693 | 55.77 | 10,806 | 56.45 | ||||
| 2025-07-17 | 13F | SeaBridge Investment Advisors LLC | 79,657 | 20.27 | 3,909 | 20.32 | ||||
| 2025-08-07 | 13F | Global Wealth Management Investment Advisory, Inc. | 58,912 | 0.91 | 2,891 | 0.94 | ||||
| 2025-08-05 | 13F | Lord & Richards Wealth Management, LLC | 96,371 | 109.70 | 4,729 | 109.76 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 85 | 129.73 | 4 | 300.00 | ||||
| 2025-08-12 | 13F | Maripau Wealth Management Llc | 68,223 | 32.80 | 3,357 | 33.27 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 5,016 | 246 | ||||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 6,279 | 308 | ||||||
| 2025-08-08 | 13F | OmniStar Financial Group, Inc. | 17,562 | 26.97 | 862 | 26.62 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 5,726 | 0.07 | 279 | -0.36 | ||||
| 2025-08-12 | 13F | WealthTrak Capital Management LLC | 491 | 24 | ||||||
| 2025-07-08 | 13F | Canandaigua National Trust Co of Florida | 11,725 | 575 | ||||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 338,537 | 91.06 | 16,612 | 91.14 | ||||
| 2025-07-22 | 13F | Legacy CG, LLC | 294,552 | 4.57 | 14,454 | 4.61 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 6,619 | 325 | ||||||
| 2025-08-13 | 13F | SCS Capital Management LLC | 5,325 | 1.27 | 261 | 1.56 | ||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 14,297 | 21.37 | 702 | 21.49 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 4,184 | 0 | ||||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 134,091 | 8.05 | 6,580 | 8.08 | ||||
| 2025-07-08 | 13F | Paladin Wealth, LLC | 65,501 | 13.12 | 3,214 | 13.17 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 13,257 | 17.34 | 651 | 17.33 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 7,994 | 3.25 | 392 | 5.38 | ||||
| 2025-07-29 | 13F | Latitude Advisors, LLC | 8,293 | 11.24 | 407 | 11.23 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 100,594 | 10.01 | 4,936 | 10.06 | ||||
| 2025-08-05 | 13F | Transatlantique Private Wealth Llc | 5,314 | 261 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-15 | 13F | Puff Wealth Management, Llc | 25,792 | 77.50 | 1,266 | 77.67 |
