Institutionelles- und Fonds-Eigentümerschaft - Käufer
Zu den wichtigsten Inhabern, die neue Positionen in DoubleLine ETF Trust - DoubleLine Mortgage ETF eröffnet haben, gehören 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., und Jones Financial Companies Lllp .
Diese Seite zeigt Veränderungen in der Eigentümerstruktur, indem sie Institutionen, Fonds und Großaktionäre auflistet, die im letzten Berichtszeitraum ihre Bestände erhöht oder neue Positionen eröffnet haben. Grüne Zeilen weisen auf neue Positionen hin. Klicken Sie auf das Link-Symbol, um den vollständigen Transaktionsverlauf anzuzeigen.
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| Datei Datum | Quelle | Anleger | Typ | Durchschnittlicher Preis (Est) |
Aktien | Δ Aktien (%) |
Gemeldeter Wert ($1000) |
Δ Wert (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 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 |
