Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i DoubleLine ETF Trust - DoubleLine Mortgage ETF inkluderar 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, och WealthTrak Capital 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-12 | 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 |
