Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i Doubleline ETF Trust - DoubleLine Commercial Real Estate ETF inkluderar Orion Portfolio Solutions, LLC, Ausdal Financial Partners, Inc., Allworth Financial LP, Nova Wealth Management, Inc., och AE Wealth Management 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-18 | 13F | Naples Global Advisors, Llc | 25 450 | 53,73 | 1 324 | 54,31 | ||||
| 2025-08-13 | 13F | Independent Family Office, LLC | 57 623 | 53,77 | 2 998 | 54,30 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 5 154 | 21,59 | 0 | |||||
| 2025-07-23 | 13F | First Financial Group Corp | 10 892 | 21,54 | 567 | 19,41 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 73 312 | 60,73 | 3 815 | 61,27 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 8 208 | 12,70 | 427 | 13,26 | ||||
| 2025-07-16 | 13F | Kathmere Capital Management, LLC | 440 469 | 10,58 | 22 919 | 10,93 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 138 | 7 | ||||||
| 2025-08-05 | 13F | W.G. Shaheen & Associates DBA Whitney & Co | 155 187 | 3,80 | 8 075 | 4,13 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 91 | 5 | ||||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 52 569 | 29,61 | 2 735 | 30,05 | ||||
| 2025-07-15 | 13F | Optima Capital Llc | 31 747 | 7,46 | 1 652 | 7,77 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 5 | 0 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 3 602 | 9 905,56 | 187 | 18 600,00 | ||||
| 2025-08-12 | 13F | Franklin Resources Inc | 50 239 | 146,78 | 2 614 | 147,77 | ||||
| 2025-08-14 | 13F | Comerica Bank | 3 365 | 11,35 | 175 | 12,18 | ||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 62 676 | 2,99 | 3 | 0,00 | ||||
| 2025-07-07 | 13F | Nova Wealth Management, Inc. | 50 | 3 | ||||||
| 2025-07-10 | 13F | SK Wealth Management, LLC | 4 728 | 1,22 | 245 | 1,24 | ||||
| 2025-08-04 | 13F | Hutchinson Capital Management/ca | 57 862 | 1 363,38 | 3 011 | 1 368,29 | ||||
| 2025-08-12 | 13F | Park Square Financial Group, LLC | 46 | 2,22 | 2 | 0,00 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 128 865 | 7 | ||||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 767 | 40 | ||||||
| 2025-08-08 | 13F | Tortoise Investment Management, LLC | 208 916 | 1 912,68 | 10 870 | 1 920,45 | ||||
| 2025-08-13 | 13F | SCS Capital Management LLC | 5 270 | 1,19 | 274 | 1,48 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 16 809 | 58,91 | 875 | 59,49 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 10 578 | 549 | ||||||
| 2025-08-07 | 13F | Global Wealth Management Investment Advisory, Inc. | 97 920 | 1,90 | 5 095 | 2,21 | ||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 17 783 | 39,65 | 925 | 40,15 | ||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 32 541 | 15,01 | 1 693 | 15,41 | ||||
| 2025-07-31 | 13F | Leavell Investment Management, Inc. | 121 407 | 3,55 | 6 317 | 3,88 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 331 830 | 138,34 | 17 266 | 139,09 | ||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 7 922 | 412 | ||||||
| 2025-07-14 | 13F | Seascape Capital Management | 151 292 | 2,62 | 8 | 0,00 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 |
