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Get Institutions for : 
Doubleline Opportunistic Bond Etf (DBND)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 49    6
Total shares held : 
 4,318,498  
% of shares held : 
 47.98%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   8  
Amount of shares held : 
 482,982  
% of shares held change : 
   5.37%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 N/A  
Last Quarter's Ending Price : 
 N/A  
Last Quarter's Average Price : 
 N/A  
Change from last quarter's     
avg. price to the last closing  : 
(%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
12
 651,112
 15.08%
 
Increased Positions :
18
 369,457
 8.56%
 
Unchanged Positions :
3
 9,385
 0.22%
 
Decreased Positions :
16
-409,640
-9.49%
 
Closed Positions :
6
-127,947
-2.96%
 
Guru Positions :
0
 0%
 
            Charting Not Avaliable

  Page 1 of 1  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   Boothe Investment Group Inc. - 2024-03-31 328,101 $15,053,000 -133,980
   HPM Partners LLC 368 - 2024-03-31 311,330 $14,284,000 -3,228
   WADDELL & ASSOCIATES LLC 14 - 2024-03-31 183,409 $8,415,000 -973
   Congress Wealth Management LLC / DE / 228 - 2024-03-31 107,445 $4,930,000 -1,446
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 1162 - 2024-03-31 84,029 $3,855,000 -48,593
   Stewardship Advisors LLC 34 - 2024-03-31 42,933 $1,970,000 -223,928
   Beaumont Capital Management LLC 34 - 2024-03-31 26,020 $1,194,000 -2,820
   MERCER GLOBAL ADVISORS INC /ADV 1182 - 2024-03-31 12,854 $590,000 -5,416
   Aveo Capital Partners LLC 212 - 2024-03-31 11,661 $524,000 -4,144
   NATIONAL BANK OF CANADA /FI/ 1091 - 2024-03-31 10,340 $465,000 -80
   Toroso Investments LLC 1206 - 2024-03-31 9,672 $444,000 -892
   RAYMOND JAMES & ASSOCIATES 3239 - 2024-03-31 7,733 $355,000 -5,772
   ROYAL BANK OF CANADA 3864 - 2024-03-31 6,220 $285,000 -13,735
   Pasadena Private Wealth LLC 125 - 2024-03-31 5,168 $237,000 -593
   LPL FINANCIAL CORP 4353 - 2024-03-31 4,739 $217,000 -818
   Advisor Group Holdings Inc. 4052 - 2024-03-31 2,676 $123,000 -4,714
   NBC SECURITIES INC. 1490 - 2024-03-31 383 $17,000 -338
   PROEQUITIES INC. 1754 - 2024-03-31 164 $8,000 -121
  18 Records found
  1    
  Page 1 of 1
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