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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
   CWM LLC 120 - 2024-03-31 785,769 $36,051,000 158,079
   Boothe Investment Group Inc. 3 - 2023-12-31 462,081 $21,374,000 -2,713
   SEASCAPE CAPITAL MANAGEMENT 2 - 2023-12-31 404,887 $18,728,000 3,711
   W.G. SHAHEEN & ASSOCIATES DBA WHITNEY & CO 12 - 2023-12-31 388,516 $17,971,000 26,334
   HPM Partners LLC *New 2023-12-31 314,558 $14,550,000 314,558
   One Capital Management LLC 53 *New 2023-12-31 248,665 $11,502,000 248,665
   WADDELL & ASSOCIATES LLC 15 - 2023-12-31 184,382 $8,529,000 103,084
   Cravens & Co Advisors LLC 4 - 2024-03-31 180,745 $8,293,000 8,257
   ENVESTNET ASSET MANAGEMENT INC 1564 - 2023-12-31 176,921 $8,183,000 18,372
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 985 - 2023-12-31 132,622 $6,134,000 119,200
   UBS Group AG 1879 - 2023-12-31 126,212 $5,838,000 -13,514
   Landmark Wealth Management LLC 9 - 2024-03-31 118,259 $5,426,000 6,209
   Fortis Advisors LLC 5 - 2023-12-31 115,631 $5,349,000 881
   Congress Wealth Management LLC / DE / 228 - 2024-03-31 107,445 $4,930,000 -1,446
   Aprio Wealth Management LLC 26 - 2024-03-31 73,356 $3,366,000 12,113
   MML INVESTORS SERVICES LLC 821 - 2023-12-31 64,184 $2,969,000 20,996
   Premier Path Wealth Partners LLC 38 *New 2024-03-31 53,040 $2,819,000 53,040
   Stewardship Advisors LLC 34 - 2024-03-31 42,933 $1,970,000 -223,928
   Cornerstone Wealth Group LLC 101 - 2024-03-31 40,159 $1,842,000 1,187
   Beaumont Capital Management LLC 31 - 2023-12-31 28,840 $1,334,000 -4,805
   Ausdal Financial Partners Inc. 157 *New 2024-03-31 26,305 $1,207,000 26,305
   Andesa Financial Management Inc. 54 *New 2022-12-31 24,651 $1,121,000 24,651
   Essential Planning LLC. 24 - 2023-12-31 22,354 $1,034,000 9,762
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1730 - 2024-03-31 21,509 $987,000 2,643
   ROYAL BANK OF CANADA 3150 - 2023-12-31 19,955 $923,000 6,913
   Bienville Capital Management LLC 45 *New 2023-12-31 18,510 $856,000 18,510
   MERCER GLOBAL ADVISORS INC /ADV 1052 - 2023-12-31 18,270 $845,000 -10,068
   Beaumont Financial Advisors LLC 152 - 2023-12-31 17,961 $831,000 234
   JANE STREET GROUP LLC 3537 - 2023-12-31 15,814 $731,000 -147,527
   Aveo Capital Partners LLC 156 - 2023-12-31 15,805 $731,000 448
   PANORAMIC INVESTMENT ADVISORS LLC 51 - 2024-03-31 14,050 $645,000 5,150
   AQR CAPITAL MANAGEMENT LLC 1780 *New 2023-12-31 13,842 $640,000 13,842
   AXXCESS WEALTH MANAGEMENT LLC 501 - 2023-12-31 11,312 $523,000 173
   Toroso Investments LLC 936 - 2023-12-31 10,564 $489,000 -2,569
   NATIONAL BANK OF CANADA /FI/ 1130 - 2023-12-31 10,420 $480,000 -525
   Fortress Wealth Management Inc. 52 - 2024-03-31 8,793 $403,000 103
   CLIFFORD ASSOCIATES LLC 242 - 2024-03-31 8,600 $395,000 0
   RAYMOND JAMES & ASSOCIATES 3239 - 2024-03-31 7,733 $355,000 -5,772
   Advisor Group Holdings Inc. 3466 - 2023-12-31 7,390 $342,000 -11,770
   Kestra Advisory Services LLC 1820 *New 2023-12-31 6,606 $306,000 6,606
   Stonehearth Capital Management LLC 59 - 2024-03-31 5,954 $273,000 312
   LPL FINANCIAL CORP 4131 - 2023-12-31 5,557 $257,000 1,012
   FIRETHORN WEALTH PARTNERS LLC 119 *New 2024-03-31 5,393 $247,000 5,393
   Pasadena Private Wealth LLC 125 - 2024-03-31 5,168 $237,000 -593
   ORG Partners LLC 470 - 2023-12-31 1,010 $47,000 -3,467
   Capital Analysts Inc. 753 - 2023-12-31 560 $26,000 -205
   Tortoise Investment Management LLC 462 - 2023-12-31 500 $23,000 0
   NBC SECURITIES INC. 1490 - 2024-03-31 383 $17,000 -338
   ADVISORY SERVICES NETWORK, LLC 2621 *New 2023-12-31 349 $16,000 349
   PROEQUITIES INC. 1596 - 2023-12-31 285 $13,000 0
   HANSON MCCLAIN, INC. 2036 *New 2024-03-31 241 $11,000 241
   Global Retirement Partners LLC 2230 - 2024-03-31 162 $7,000 0
   ATRIA INVESTMENTS LLC 910 *Closed 2023-12-31 0 $0 -24,381
   MORGAN STANLEY 7330 *Closed 2023-12-31 0 $0 -216
   JANNEY MONTGOMERY SCOTT LLC 2743 *Closed 2023-12-31 0 $0 -4,823
   Sound Income Strategies LLC 1415 *Closed 2024-03-31 0 $0 -2,678
   Pettinga Financial Advisors LLC 125 *Closed 2024-03-31 0 $0 -12,215
   CITADEL ADVISORS LLC 6439 *Closed 2023-12-31 0 $0 -89,064
   Sigma Planning Corp 1181 *Closed 2023-12-31 0 $0 -6,422
   J P MORGAN CHASE & CO 6461 *Closed 2023-12-31 0 $0 -3,041
  60 Records found
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