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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

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            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   GRADIENT INVESTMENTS LLC 6 - 2024-03-31 1,978,094 $96,320,000 120,222
   Congress Wealth Management LLC / DE / 58 - 2024-03-31 483,664 $23,551,000 58,995
   Tortoise Investment Management LLC 18 - 2024-03-31 252,060 $12,274,000 42,373
   AMI INVESTMENT MANAGEMENT INC 7 - 2024-03-31 197,471 $9,615,000 17,798
   JANE STREET GROUP LLC 1794 - 2023-12-31 71,921 $3,559,000 61,025
   Sugarloaf Wealth Management LLC 33 - 2024-03-31 59,232 $2,884,000 11,171
   Cravens & Co Advisors LLC 21 - 2024-03-31 24,545 $1,195,000 1,275
   SEABRIDGE INVESTMENT ADVISORS LLC 101 - 2024-03-31 19,002 $925,000 810
   ANCORA ADVISORS, LLC 374 - 2023-12-31 18,000 $891,000 15,000
   UBS Group AG 5798 - 2023-12-31 382 $19,000 297

  10 Records found
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