Who owns DOUBLELINE ETF TRUST?
- Ticker: DMBS
- CUSIP Number: 25861r402
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Analyze quarterly positions in Doubleline Etf Trust with up to 7 years of data, all consolidated into one spreadsheet
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Who bought or sold DOUBLELINE ETF TRUST this quarter?
Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
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Gradient Investments | 1.3M | $65M | -22% | Sep 2024 |
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Cobblestone Capital Advisors | 874k | $44M | 100% | Sep 2024 |
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Advocacy Wealth Management Services | 812k | $41M | 1% | Sep 2024 |
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Congress Wealth Management LLC / DE / | 502k | $25M | 4% | Sep 2024 |
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Envestnet Asset Management | 437k | $22M | -6% | Sep 2024 |
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Park Avenue Securities | 309k | $16M | 100% | Sep 2024 |
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Motley Fool Wealth Management | 294k | $15M | -4% | Sep 2024 |
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Tortoise Investment Management | 292k | $15M | 1% | Sep 2024 |
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Legacy CG | 267k | $13M | 6% | Sep 2024 |
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Ami Investment Management | 211k | $11M | 1% | Sep 2024 |
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Foundations Investment Advisors | 204k | $10M | 743% | Sep 2024 |
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Astoria Portfolio Advisors | 171k | $8.5M | 100% | Sep 2024 |
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Whitney & Company | 153k | $7.7M | 4% | Sep 2024 |
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Mattson Financial Services | 143k | $6.9M | 0% | Sep 2024 |
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Integrated Capital Management | 120k | $6.0M | -2% | Sep 2024 |
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Farther Finance Advisors | 109k | $5.5M | 134% | Sep 2024 |
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Brown Financial Advisors | 94k | $4.7M | -36% | Sep 2024 |
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Integrated Wealth Concepts | 85k | $4.3M | 9% | Sep 2024 |
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Sugarloaf Wealth Management | 60k | $3.0M | -4% | Sep 2024 |
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Hobbs Group Advisors | 57k | $2.9M | 100% | Sep 2024 |
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Paladin Wealth | 27k | $1.4M | 100% | Sep 2024 |
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May Louie | 27k | $1.3M | 24% | Sep 2024 |
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Howard Bailey Securities | 20k | $1.0M | 100% | Sep 2024 |
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Ancora Advisors | 18k | $907k | 0% | Sep 2024 |
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Mml Investors Services | 15k | $765k | -61% | Sep 2024 |
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Signal Advisors Wealth | 11k | $545k | 100% | Sep 2024 |
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Maripau Wealth Management | 11k | $545k | 33% | Sep 2024 |
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Cambridge Investment Research Advisors | 9.6k | $486k | 7% | Sep 2024 |
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Orion Portfolio Solutions | 7.8k | $392k | 37% | Sep 2024 |
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AlphaStar Capital Management | 7.0k | $354k | 36% | Sep 2024 |
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HPM Partners | 6.7k | $335k | 0% | Sep 2024 |
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AE Wealth Management | 6.2k | $314k | -12% | Sep 2024 |
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Huntington National Bank | 6.1k | $305k | 0% | Sep 2024 |
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Mutual Advisors | 6.0k | $295k | 0% | Sep 2024 |
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Latitude Advisors | 5.9k | $300k | 100% | Sep 2024 |
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Peterson Financial Group | 2.6k | $129k | 100% | Sep 2024 |
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Harbour Investments | 1.6k | $80k | 150% | Sep 2024 |
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ORG Partners | 881.00 | $44k | -10% | Sep 2024 |
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Advisor Group Holdings | 775.00 | $39k | 244% | Sep 2024 |
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Parallel Advisors | 650.00 | $33k | 100% | Sep 2024 |
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Morgan Stanley | 637.00 | $31k | 0% | Jun 2024 |
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Global Trust Asset Management | 300.00 | $15k | 100% | Sep 2024 |
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Highline Wealth Partners | 224.00 | $11k | 100% | Sep 2024 |
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GeoWealth Management | 199.00 | $10k | 100% | Sep 2024 |
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Franklin Resources | 34.00 | $1.7k | 100% | Sep 2024 |
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Clear Point Advisors | 5.00 | $258.000000 | 0% | Sep 2024 |
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Who sold out of Doubleline Etf Trust?
Fund or Company Name | Date Sold | Shares Held | Valued At |
---|---|---|---|
Citadel Advisors | Jun 2024 | 79k | $3.8M |
Cravens & Co Advisors | Jun 2024 | 24k | $1.2M |
Jane Street | Jun 2024 | 13k | $648k |
Triad Wealth Partners | Jun 2024 | 656.00 | $32k |
Wells Fargo & Company | Jun 2024 | 469.00 | $23k |