Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i DoubleLine ETF Trust - DoubleLine Opportunistic Core Bond ETF inkluderar January Capital Advisors LLC, Shelton Capital Management, Stifel Financial Corp, Fifth Third Bancorp, Blue Line Capital, LLC / IL, Park Avenue Securities Llc, Walser Wealth Management Company, A Ltd Liability Co, Jaffetilchin Investment Partners, LLC, First Financial Group Corp, Triumph Capital Management, Forum Finance Group S.A., Western Wealth Management, LLC, Northwestern Mutual Wealth Management Co, Jones Financial Companies Lllp, och SageView Advisory Group, LLC .
Denna sida visar förändringar i ägarstrukturen genom att lista institutioner, fonder och större aktieägare som har ökat sina innehav eller öppnat nya positioner under den senaste rapporteringsperioden. Gröna rader indikerar nya positioner. Klicka på länk symbolen för att se hela transaktionshistoriken.
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| Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-01-29 | 13F | Comerica Bank | 11 100 | 0,15 | 515 | −0,19 | ||||
| 2026-05-11 | 13F | Foundations Investment Advisors, LLC | 967 316 | 38,01 | 44 313 | 36,36 | ||||
| 2026-05-11 | 13F | Aprio Wealth Management, LLC | 230 753 | 4,12 | 10 571 | 2,87 | ||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 7 364 | 1,84 | 337 | 0,60 | ||||
| 2026-05-15 | 13F | Equitable Holdings, Inc. | 9 023 | 21,07 | 418 | 21,16 | ||||
| 2026-05-20 | 13F | Boothe Investment Group, Inc. | 679 687 | 5,30 | 31 136 | 4,04 | ||||
| 2026-04-27 | 13F | Benchmark Financial Wealth Advisors, LLC | 522 098 | 6,03 | 23 917 | 4,77 | ||||
| 2026-05-13 | 13F | Cravens & Co Advisors, LLC | 216 828 | 2,78 | 9 933 | 1,33 | ||||
| 2026-05-15 | 13F | Aqr Capital Management Llc | 31 402 | 27,44 | 1 439 | 25,92 | ||||
| 2026-05-05 | 13F | UBS Group AG | 616 971 | 1,81 | 28 263 | 0,60 | ||||
| 2026-05-15 | 13F | Citadel Advisors Llc | 29 345 | 1 344 | ||||||
| 2026-05-04 | 13F | Optima Capital Llc | 127 454 | 6,18 | 5 839 | 4,91 | ||||
| 2026-05-05 | 13F | Beaumont Financial Advisors, LLC | 27 496 | 4,18 | 1 260 | 2,94 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | 63 784 | 113,90 | 2 922 | 111,36 | ||||
| 2026-05-14 | 13F | Cwm, Llc | 1 795 342 | 10,67 | 82 245 | 109 558,67 | ||||
| 2026-05-12 | 13F | Stifel Financial Corp | 11 154 | 511 | ||||||
| 2026-02-17 | 13F | SageView Advisory Group, LLC | 38 | 2 | ||||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 14 056 | 224,92 | 644 | 221,50 | ||||
| 2026-04-29 | 13F | SilverOak Wealth Management LLC | 49 553 | 46,03 | 2 270 | 44,31 | ||||
| 2026-04-17 | 13F | Stewardship Advisors, LLC | 8 304 | 7,37 | 380 | 6,15 | ||||
| 2026-04-28 | 13F | Walser Wealth Management Company, A Ltd Liability Co | 7 631 | 350 | ||||||
| 2026-05-04 | 13F | Mml Investors Services, Llc | 197 942 | 19,93 | 9 068 | 18,49 | ||||
| 2026-05-15 | 13F | Shelton Capital Management | 20 242 | 927 | ||||||
| 2026-05-06 | 13F | Elyxium Wealth, LLC | 135 234 | 16,18 | 6 195 | 14,81 | ||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 791 484 | 19,08 | 36 258 | 17,66 | ||||
| 2026-05-12 | 13F | Jane Street Group, Llc | 19 097 | 875 | ||||||
| 2026-05-07 | 13F | Forum Finance Group S.A. | 2 760 | 0 | ||||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 2 210 | 101 | ||||||
| 2026-05-05 | 13F | W.G. Shaheen & Associates DBA Whitney & Co | 581 228 | 6,97 | 26 626 | 5,70 | ||||
| 2026-05-15 | 13F | Vestmark Advisory Solutions, Inc. | 84 264 | 2,82 | 3 860 | 1,61 | ||||
| 2026-05-13 | 13F | Visionary Wealth Advisors | 202 096 | 5,81 | 9 258 | 4,55 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | 18 137 | 831 | ||||||
| 2026-05-05 | 13F | BlueChip Wealth Advisors LLC | 84 754 | 17,13 | 3 883 | 15,71 | ||||
| 2026-04-20 | 13F | Holcombe Financial, Inc. | 259 959 | 8,64 | 11 909 | 7,34 | ||||
| 2026-04-27 | 13F | Mount Yale Investment Advisors, LLC | 93 046 | 13,54 | 4 262 | 12,19 | ||||
| 2026-04-28 | 13F | Stratos Wealth Advisors, LLC | 207 064 | 15,71 | 9 486 | 14,32 | ||||
| 2026-05-20 | 13F | January Capital Advisors LLC | 152 716 | 6 996 | ||||||
| 2026-05-12 | 13F | Ausdal Financial Partners, Inc. | 189 738 | 8,50 | 8 692 | 7,19 | ||||
| 2026-04-22 | 13F | Essential Planning, LLC. | 23 779 | 0,08 | 1 089 | −1,09 | ||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 187 | 9 | ||||||
| 2026-05-13 | 13F | Triumph Capital Management | 3 260 | 149 | ||||||
| 2026-04-21 | 13F | Hippocratic Financial Advisors, LLC | 189 909 | 5,30 | 8 700 | 4,04 | ||||
| 2026-05-15 | 13F | Smartleaf Asset Management LLC | 29 364 | 0,02 | 1 341 | −1,69 | ||||
| 2026-05-15 | 13F | Morgan Stanley | 19 798 | 4 504,19 | 907 | 4 668,42 | ||||
| 2026-04-13 | 13F | Pettinga Financial Advisors, LLC | 25 115 | 1 151 | ||||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 680 | 31 | ||||||
| 2026-04-14 | 13F | Shrier Wealth Management, Llc | 18 072 | 45,26 | 828 | 43,58 | ||||
| 2026-05-15 | 13F | Goldman Sachs Group Inc | 35 701 | 66,25 | 1 635 | 64,32 | ||||
| 2026-05-12 | 13F/A | Panoramic Investment Advisors, Llc | 18 775 | 24,13 | 860 | 22,68 | ||||
| 2026-04-10 | 13F | Centurion Wealth Management LLC | 29 422 | 3,52 | 1 348 | 2,28 | ||||
| 2026-04-07 | 13F | Park Avenue Securities Llc | 7 752 | 0 | ||||||
| 2026-04-23 | 13F | Manchester Financial Inc | 8 545 | 6,19 | 391 | 4,83 | ||||
| 2026-04-17 | 13F | Stonehearth Capital Management, LLC | 8 497 | 5,66 | 389 | 4,57 | ||||
| 2026-04-29 | 13F | Landmark Wealth Management, LLC | 177 470 | 25,95 | 8 130 | 24,45 | ||||
| 2026-05-13 | 13F | Mariner, LLC | 473 936 | 8,23 | 21 711 | 6,94 | ||||
| 2026-02-10 | 13F | Principia Wealth Advisory, LLC | 10 926 | 5,22 | 507 | 4,76 | ||||
| 2026-05-04 | 13F | NWF Advisory Services Inc. | 5 780 | 0,71 | 265 | −0,75 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 749 103 | 105,53 | 34 316 | 103,08 | ||||
| 2026-05-15 | 13F | GWM Advisors LLC | 204 611 | 22 177 | ||||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 7 272 | 4,59 | 0 | |||||
| 2026-05-05 | 13F | Journey Advisory Group, LLC | 496 108 | 296,46 | 22 727 | 291,76 | ||||
| 2026-05-04 | 13F | Beckerman Institutional, LLC | 222 253 | 5,56 | 10 181 | 4,30 | ||||
| 2026-05-15 | 13F | Barnes Wealth Management Group, Inc | 12 243 | 1,18 | 561 | −0,18 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 11 108 | 509 | ||||||
| 2026-04-22 | 13F | Cornerstone Wealth Group, LLC | 54 393 | 13,78 | 2 504 | 13,00 | ||||
| 2026-04-22 | 13F | First Financial Group Corp | 4 725 | 216 | ||||||
| 2026-05-12 | 13F | Blue Line Capital, LLC / IL | 7 854 | 360 | ||||||
| 2026-05-13 | 13F | Jaffetilchin Investment Partners, LLC | 5 124 | 235 |
