Własność instytucjonalna i funduszowa – Kupujący
Główni posiadacze, którzy otworzyli nowe pozycje w DoubleLine ETF Trust - DoubleLine Mortgage ETF, to m.in Great Diamond Partners, LLC, Safe Harbor Wealth Advisors, LLC, Ritholtz Wealth Management, HighTower Advisors, LLC, Fifth Third Bancorp, Stratos Wealth Advisors, LLC, Armis Advisers, LLC, Westshore Wealth, LLC, Parsons Capital Management Inc/ri, Waterfront Wealth Inc., Walser Wealth Management Company, A Ltd Liability Co, Sound Income Strategies, LLC, Royal Bank Of Canada, SageView Advisory Group, LLC, Root Financial Partners, LLC, Rockefeller Capital Management L.P., i Jones Financial Companies Lllp .
Na tej stronie przedstawiono zmiany w strukturze własności, wymieniając instytucje, fundusze i głównych akcjonariuszy, którzy zwiększyli swoje udziały lub otworzyli nowe pozycje w ostatnim okresie sprawozdawczym. Zielone rzędy wskazują nowe pozycje. Kliknij w ikonę linku, aby zobaczyć pełną historię transakcji.
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| Data pliku | Źródło | Inwestor | Typ | Średnia cena (Est) |
Akcje | Akcje; Δ (%) |
Zgłoszono Wartość ($1000) |
Wartość; Δ (%) |
Przydział portu (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-11 | 13F | Aptus Capital Advisors, LLC | 25 748 | 19,91 | 1 271 | 19,23 | ||||
| 2026-05-13 | 13F | Sepio Capital, LP | 10 211 | 0,01 | 504 | -0,59 | ||||
| 2026-05-15 | 13F | Ancora Advisors, LLC | 23 000 | 27,78 | 1 136 | 27,10 | ||||
| 2026-05-11 | 13F | Foundations Investment Advisors, LLC | 637 231 | 10,53 | 31 466 | 9,92 | ||||
| 2026-05-15 | 13F | Citadel Advisors Llc | 222 753 | 11 000 | ||||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 6 | 0 | ||||||
| 2026-05-13 | 13F | AE Wealth Management LLC | 4 695 | 8,35 | 232 | 7,44 | ||||
| 2026-05-15 | 13F | Armis Advisers, LLC | 4 679 | 229 | ||||||
| 2026-05-06 | 13F | LPL Financial LLC | 31 357 | 127,39 | 1 548 | 126,32 | ||||
| 2026-05-15 | 13F | Brown Financial Advisors | 203 658 | 24,64 | 10 057 | 23,95 | ||||
| 2026-05-15 | 13F | Larson Financial Group LLC | 826 | 0,73 | 41 | 0,00 | ||||
| 2026-05-15 | 13F | Old Mission Capital Llc | 6 045 | 299 | ||||||
| 2026-04-15 | 13F | Parsons Capital Management Inc/ri | 4 272 | 211 | ||||||
| 2026-04-15 | 13F | Silverlake Wealth Management Llc | 23 223 | 37,74 | 1 147 | 36,92 | ||||
| 2026-02-17 | 13F | SageView Advisory Group, LLC | 1 000 | 50 | ||||||
| 2026-04-28 | 13F | Walser Wealth Management Company, A Ltd Liability Co | 4 121 | 203 | ||||||
| 2026-04-27 | 13F | Sound Income Strategies, LLC | 2 060 | 101 | ||||||
| 2026-05-12 | 13F | Jane Street Group, Llc | 39 470 | 411,00 | 1 949 | 408,88 | ||||
| 2026-05-14 | 13F | Evergreen Capital Management Llc | 686 434 | 1,20 | 33 896 | 0,64 | ||||
| 2026-05-15 | 13F | Summit Financial, LLC | 16 793 | 9,74 | 829 | 9,22 | ||||
| 2026-04-24 | 13F | Root Financial Partners, LLC | 974 | 48 | ||||||
| 2026-05-11 | 13F | Savvy Advisors, Inc. | 231 819 | 10,15 | 11 447 | 9,54 | ||||
| 2026-04-07 | 13F | Park Avenue Securities Llc | 311 576 | 0,35 | 15 | 0,00 | ||||
| 2026-05-12 | 13F | Advocacy Wealth Management Services, LLC | 1 047 575 | 7,28 | 51 729 | 6,69 | ||||
| 2026-05-15 | 13F | Huntington National Bank | 392 | 79,82 | ||||||
| 2026-04-30 | 13F | Waterfront Wealth Inc. | 4 264 | 211 | ||||||
| 2026-05-15 | 13F | Guardian Wealth Advisors, Llc / Nc | 7 975 | 65,53 | 394 | 64,44 | ||||
| 2026-05-05 | 13F | W.G. Shaheen & Associates DBA Whitney & Co | 197 487 | 5,75 | 9 752 | 5,15 | ||||
| 2026-05-20 | 13F | Hobbs Group Advisors, LLC | 213 937 | 4,48 | 10 564 | 3,90 | ||||
| 2026-05-11 | 13F | SCS Capital Management LLC | 5 527 | 0,84 | 273 | 0,00 | ||||
| 2026-04-17 | 13F | Signal Advisors Wealth, LLC | 291 623 | 1,55 | 14 400 | 1,00 | ||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 379 | 19 | ||||||
| 2026-05-05 | 13F | Bank of New York Mellon Corp | 727 272 | 1,13 | 35 913 | 0,57 | ||||
| 2026-05-12 | 13F | Great Diamond Partners, LLC | 52 118 | 2 574 | ||||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 6 264 | 313 100,00 | 308 | |||||
| 2026-05-15 | 13F | OmniStar Financial Group, Inc. | 38 009 | 42,32 | 1 876 | 41,48 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | 9 265 | 458 | ||||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 1 033 | 51 | ||||||
| 2026-05-01 | 13F | New Republic Capital, LLC | 138 900 | 25,98 | 6 859 | 25,28 | ||||
| 2026-05-08 | 13F | Compass Financial Group, Inc. (Ohio) | 123 300 | 29,37 | 6 089 | 28,66 | ||||
| 2026-04-28 | 13F | Stratos Wealth Advisors, LLC | 4 750 | 235 | ||||||
| 2026-04-27 | 13F | Pensionmark Financial Group, Llc | 28 832 | 9,16 | 1 424 | 8,54 | ||||
| 2026-04-20 | 13F | Ritholtz Wealth Management | 42 849 | 2 116 | ||||||
| 2026-05-15 | 13F | Flow Traders U.s. Llc | 13 610 | 231,30 | 1 | |||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 20 | 1 | ||||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 11 181 | 552 | ||||||
| 2026-05-05 | 13F | Legacy CG, LLC | 334 150 | 1,09 | 16 500 | 0,52 | ||||
| 2026-05-15 | 13F | Fmr Llc | 160 | 15 900,00 | 8 | |||||
| 2026-05-14 | 13F | Cwm, Llc | 256 | 2 033,33 | 13 | |||||
| 2026-05-15 | 13F | Goldman Sachs Group Inc | 201 263 | 9 938 | ||||||
| 2026-02-11 | 13F | Parallel Advisors, LLC | 14 950 | 6,41 | 742 | 6,46 | ||||
| 2026-04-15 | 13F | Ami Investment Management Inc | 248 126 | 4,16 | 12 252 | 3,58 | ||||
| 2026-04-13 | 13F | Gradient Investments LLC | 3 070 452 | 15,72 | 151 619 | 15,07 | ||||
| 2026-04-16 | 13F | Paladin Wealth, LLC | 109 238 | 11,39 | 5 394 | 10,78 | ||||
| 2026-05-08 | 13F | TPG Financial Advisors, LLC | 308 262 | 2,64 | 15 222 | 2,07 | ||||
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 958 | 47 | ||||||
| 2026-01-07 | 13F | Puff Wealth Management, Llc | 21 337 | 1 057 | ||||||
| 2026-05-13 | 13F | Mariner, LLC | 190 761 | 14,22 | 9 420 | 13,58 | ||||
| 2026-05-04 | 13F | Milestones Private Investment Advisors LLC | 32 887 | 2,23 | 1 624 | 1,63 | ||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 915 683 | 17,24 | 45 216 | 16,59 | ||||
| 2026-04-23 | 13F | Financial Guidance Group, Inc. | 7 912 | 17,20 | 391 | 16,42 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 479 800 | 1,10 | 23 693 | 0,53 | ||||
| 2026-04-28 | 13F | Astoria Portfolio Advisors LLC. | 319 188 | 0,10 | 15 801 | -1,50 | ||||
| 2026-05-27 | 13F | Westshore Wealth, LLC | 4 342 | 214 | ||||||
| 2026-05-11 | 13F | Mattson Financial Services, LLC | 327 954 | 9,95 | 16 194 | 9,35 | ||||
| 2026-04-28 | 13F | Argus Investors' Counsel, Inc. | 9 452 | 80,31 | 467 | 79,23 | ||||
| 2026-05-04 | 13F | Mendel Money Management | 52 234 | 28,47 | 2 579 | 27,80 | ||||
| 2026-04-27 | 13F | Latitude Advisors, LLC | 11 058 | 27,28 | 546 | 26,68 | ||||
| 2026-05-01 | 13F | Wilian Securities, LLC | 25 472 | 35,60 | 1 258 | 34,87 | ||||
| 2026-05-01 | 13F | Global Wealth Management Investment Advisory, Inc. | 84 863 | 29,30 | 4 191 | 28,61 | ||||
| 2026-04-23 | 13F | Oregon Pacific Wealth Management, LLC | 76 988 | 203,82 | 3 802 | 202,15 | ||||
| 2026-05-15 | 13F/A | Vermillion & White Wealth Management Group, LLC | 143 193 | 316,55 | 7 071 | 314,42 | ||||
| 2026-04-13 | 13F | Mather Group, Llc. | 84 181 | 1,06 | 4 157 | 0,48 | ||||
| 2026-05-13 | 13F | GeoWealth Management, LLC | 17 189 | 10,28 | 849 | 9,70 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 5 752 | 284 | ||||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 98 024 | 8,70 | 4 840 | 8,11 | ||||
| 2026-05-01 | 13F | Mutual Advisors, LLC | 5 780 | 0,78 | 285 | 0,35 | ||||
| 2026-02-13 | 13F | Safe Harbor Wealth Advisors, LLC | 46 986 | 2 357 |
