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Get Institutions for : 
Doubleline Mortgage Etf (DMBS)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 25    16
Total shares held : 
 3,762,125  
% of shares held : 
 41.8%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   16  
Amount of shares held : 
 1,794,755  
% of shares held change : 
   19.94%  
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 :
16
 1,718,095
 45.67%
 
Increased Positions :
4
 88,112
 2.34%
 
Unchanged Positions :
1
 150
 0%
 
Decreased Positions :
4
-11,452
-0.3%
 
Closed Positions :
0
0
0%
 
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
   ADVOCACY WEALTH MANAGEMENT SERVICES, LLC 10 *New 2024-03-31 788,808 $38,410,000 788,808
   HPM Partners LLC *New 2023-12-31 601,768 $29,781,000 601,768
   W.G. SHAHEEN & ASSOCIATES DBA WHITNEY & CO 42 *New 2024-03-31 141,131 $6,872,000 141,131
   Integrated Capital Management Inc. 7 *New 2024-03-31 123,080 $5,993,000 123,080
   AE Wealth Management LLC 633 *New 2023-12-31 90,586 $4,425,000 90,586
   Integrated Wealth Concepts LLC 406 *New 2023-12-31 49,548 $2,452,000 49,548
   Farther Finance Advisors LLC 135 *New 2023-12-31 39,116 $1,936,000 39,116
   OLD MISSION CAPITAL LLC 293 *New 2023-12-31 34,798 $1,722,000 34,798
   Motley Fool Wealth Management LLC 110 *New 2024-03-31 31,869 $1,552,000 31,869
   FLOW TRADERS U.S. LLC 348 *New 2023-12-31 18,877 $934,000 18,877
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 2410 *New 2024-03-31 8,661 $422,000 8,661
   CITADEL ADVISORS LLC 4047 *New 2023-12-31 6,346 $314,000 6,346
   Orion Portfolio Solutions LLC 1483 *New 2024-03-31 5,688 $277,000 5,688
   FAMILY MANAGEMENT CORP 128 *New 2023-12-31 4,200 $208,000 4,200
   MORGAN STANLEY 6095 *New 2023-12-31 636 $31,000 636
   Advisor Group Holdings Inc. 5551 *New 2024-03-31 225 $11,000 225
  16 Records found
  1    
  Page 1 of 1
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