Propriedade Institucional e de Fundos - Compradores
Os principais detentores que abriram novas posições em DoubleLine ETF Trust - DoubleLine Opportunistic Core Bond ETF incluem 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, e SageView Advisory Group, LLC .
Esta página mostra mudanças na estrutura de propriedade listando instituições, fundos e principais acionistas que aumentaram suas participações ou abriram novas posições no último período de relatório. Linhas verdes indicam novas posições. Clique no link ícone para ver o histórico completo de transações.
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| Data do Arquivo | Fonte | Investidor | Tipo | Preço Médio (Est) |
Ações | Δ Ações (%) |
Valor Reportado (US$1000) |
Δ Valor (%) |
Aloc. de Portf. (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 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 |
