Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di Doubleline ETF Trust - DoubleLine Commercial Real Estate ETF meliputi Orion Portfolio Solutions, LLC, Ausdal Financial Partners, Inc., Allworth Financial LP, Nova Wealth Management, Inc., dan AE Wealth Management LLC .
Halaman ini menunjukkan perubahan dalam struktur kepemilikan dengan mencantumkan lembaga, dana, dan pemegang saham utama yang telah meningkatkan kepemilikan mereka atau membuka posisi baru pada periode pelaporan terakhir. Baris berwarna hijau menunjukkan posisi baru. Klik tautan ikon untuk melihat riwayat transaksi selengkapnya.
Tingkatkan ke versi premium untuk membuka data premium.
| Tanggal File | Sumber | Investor | Ketik | Presyo ng Avg (Silangan) |
Saham | Δ Saham (%) |
Dilaporkan Nilai ($1000) |
Nilai Δ (%) |
Alokasi Port (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-18 | 13F | Naples Global Advisors, Llc | 25,450 | 53.73 | 1,324 | 54.31 | ||||
| 2025-08-13 | 13F | Independent Family Office, LLC | 57,623 | 53.77 | 2,998 | 54.30 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 5,154 | 21.59 | 0 | |||||
| 2025-07-23 | 13F | First Financial Group Corp | 10,892 | 21.54 | 567 | 19.41 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 73,312 | 60.73 | 3,815 | 61.27 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 8,208 | 12.70 | 427 | 13.26 | ||||
| 2025-07-16 | 13F | Kathmere Capital Management, LLC | 440,469 | 10.58 | 22,919 | 10.93 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 138 | 7 | ||||||
| 2025-08-05 | 13F | W.G. Shaheen & Associates DBA Whitney & Co | 155,187 | 3.80 | 8,075 | 4.13 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 91 | 5 | ||||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 52,569 | 29.61 | 2,735 | 30.05 | ||||
| 2025-07-15 | 13F | Optima Capital Llc | 31,747 | 7.46 | 1,652 | 7.77 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 5 | 0 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 3,602 | 9,905.56 | 187 | 18,600.00 | ||||
| 2025-08-12 | 13F | Franklin Resources Inc | 50,239 | 146.78 | 2,614 | 147.77 | ||||
| 2025-08-14 | 13F | Comerica Bank | 3,365 | 11.35 | 175 | 12.18 | ||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 62,676 | 2.99 | 3 | 0.00 | ||||
| 2025-07-07 | 13F | Nova Wealth Management, Inc. | 50 | 3 | ||||||
| 2025-07-10 | 13F | SK Wealth Management, LLC | 4,728 | 1.22 | 245 | 1.24 | ||||
| 2025-08-04 | 13F | Hutchinson Capital Management/ca | 57,862 | 1,363.38 | 3,011 | 1,368.29 | ||||
| 2025-08-12 | 13F | Park Square Financial Group, LLC | 46 | 2.22 | 2 | 0.00 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 128,865 | 7 | ||||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 767 | 40 | ||||||
| 2025-08-08 | 13F | Tortoise Investment Management, LLC | 208,916 | 1,912.68 | 10,870 | 1,920.45 | ||||
| 2025-08-13 | 13F | SCS Capital Management LLC | 5,270 | 1.19 | 274 | 1.48 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 16,809 | 58.91 | 875 | 59.49 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 10,578 | 549 | ||||||
| 2025-08-07 | 13F | Global Wealth Management Investment Advisory, Inc. | 97,920 | 1.90 | 5,095 | 2.21 | ||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 17,783 | 39.65 | 925 | 40.15 | ||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 32,541 | 15.01 | 1,693 | 15.41 | ||||
| 2025-07-31 | 13F | Leavell Investment Management, Inc. | 121,407 | 3.55 | 6,317 | 3.88 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 331,830 | 138.34 | 17,266 | 139.09 | ||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 7,922 | 412 | ||||||
| 2025-07-14 | 13F | Seascape Capital Management | 151,292 | 2.62 | 8 | 0.00 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 |
