DMBS Institutional Ownership
Doubleline Etf Trust - Mortgage ETF
1W: -0.9%
1M: -3.6%
3M: -5.9%
YTD: -6.2%
1Y: -6.4%
3Y: +9.2%
$46.09
-0.09 (-0.19%)
Weekly Expected Move ±0.9%
$45
$46
$46
$46
$47
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — DMBS
115
Institutional Holders
+11 vs prior quarter
0.0%
Ownership
+0.00pp
754M
Total Invested
17
New Positions
60
Increased
31
Reduced
12
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (119 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Gradient Investments LLC | 3,081,101 | $142M | +10,649 | +0.3% | 13Q | SEC ↗ |
| 2 | OSAIC HOLDINGS, INC. | 1,109,346 | $51M | +193,663 | +21.1% | 10Q | SEC ↗ |
| 3 | Advocacy Wealth Management, LLC | 1,084,082 | $50M | +36,507 | +3.5% | 3Q | SEC ↗ |
| 4 | Foundations Investment Advisors, LLC | 766,994 | $35M | +129,763 | +20.4% | 9Q | SEC ↗ |
| 5 | Bank of New York Mellon Corp | 750,310 | $35M | +23,038 | +3.2% | 4Q | SEC ↗ |
| 6 | EVERGREEN CAPITAL MANAGEMENT LLC | 678,657 | $31M | -7,777 | -1.1% | 7Q | SEC ↗ |
| 7 | ENVESTNET ASSET MANAGEMENT INC | 535,147 | $25M | +55,347 | +11.5% | 10Q | SEC ↗ |
| 8 | Astoria Portfolio Advisors LLC. | 453,096 | $21M | +133,908 | +42.0% | 8Q | SEC ↗ |
| 9 | CAMBRIDGE ASSOCIATES LLC /MA/ /ADV | 441,639 | $20M | +32,779 | +8.0% | 3Q | SEC ↗ |
| 10 | Signal Advisors Wealth, LLC | 380,753 | $18M | +89,130 | +30.6% | 8Q | SEC ↗ |
| 11 | Mattson Financial Services, LLC | 355,426 | $16M | +27,472 | +8.4% | 9Q | SEC ↗ |
| 12 | PARK AVENUE SECURITIES LLC | 350,562 | $16M | +38,986 | +12.5% | 8Q | SEC ↗ |
| 13 | Legacy CG, LLC | 340,863 | $16M | +6,713 | +2.0% | 9Q | SEC ↗ |
| 14 | TPG Financial Advisors, LLC | 320,754 | $15M | +12,492 | +4.1% | 5Q | SEC ↗ |
| 15 | Hobbs Group Advisors, LLC | 319,516 | $15M | +105,579 | +49.4% | 8Q | SEC ↗ |
| 16 | Compound Planning, Inc. | 282,956 | $13M | +43,471 | +18.2% | 6Q | SEC ↗ |
| 17 | AMI INVESTMENT MANAGEMENT INC | 257,109 | $12M | +8,983 | +3.6% | 11Q | SEC ↗ |
| 18 | Savvy Advisors, Inc. | 248,073 | $11M | +16,254 | +7.0% | 7Q | SEC ↗ |
| 19 | Brown Financial Advisors | 216,939 | $10M | +13,281 | +6.5% | 9Q | SEC ↗ |
| 20 | W.G. Shaheen & Associates DBA Whitney | 208,134 | $10M | +10,647 | +5.4% | 10Q | SEC ↗ |
| 21 | Mariner, LLC | 193,432 | $9M | +2,671 | +1.4% | 3Q | SEC ↗ |
| 22 | MORGAN STANLEY | 179,721 | $8M | -12,655 | -6.6% | 11Q | SEC ↗ |
| 23 | New Republic Capital, LLC | 155,313 | $7M | +16,413 | +11.8% | 6Q | SEC ↗ |
| 24 | Vermillion & White Wealth Management G | 149,982 | $7M | +6,789 | +4.7% | 8Q | SEC ↗ |
| 25 | Compass Financial Group, Inc. (Ohio) | 142,818 | $7M | +19,518 | +15.8% | 3Q | SEC ↗ |
| 26 | MML INVESTORS SERVICES, LLC | 136,879 | $6M | +47,338 | +52.9% | 10Q | SEC ↗ |
| 27 | Paladin Wealth, LLC | 125,458 | $6M | +16,220 | +14.8% | 8Q | SEC ↗ |
| 28 | INTEGRATED CAPITAL MANAGEMENT, INC. | 119,008 | $5M | -1,372 | -1.1% | 10Q | SEC ↗ |
| 29 | CAPTRUST FINANCIAL ADVISORS | 113,092 | $5M | -62,377 | -35.5% | 3Q | SEC ↗ |
| 30 | Lord & Richards Wealth Management, LLC | 111,171 | $5M | +6,217 | +5.9% | 7Q | SEC ↗ |
| 31 | Integrated Wealth Concepts LLC | 101,926 | $5M | +3,902 | +4.0% | 11Q | SEC ↗ |
| 32 | Layline Advisors, LLC | 88,370 | $4M | +10,330 | +13.2% | 2Q | SEC ↗ |
| 33 | MATHER GROUP, LLC. | 86,350 | $4M | +2,169 | +2.6% | 5Q | SEC ↗ |
| 34 | Global Wealth Management Investment Ad | 86,194 | $4M | +1,331 | +1.6% | 6Q | SEC ↗ |
| 35 | Apollon Wealth Management, LLC NEW | 82,253 | $4M | — | +0.0% | 1Q | SEC ↗ |
| 36 | MARIPAU WEALTH MANAGEMENT LLC | 78,416 | $4M | +4,434 | +6.0% | 9Q | SEC ↗ |
| 37 | Mendel Money Management | 78,202 | $4M | +25,968 | +49.7% | 4Q | SEC ↗ |
| 38 | Oregon Pacific Wealth Management, LLC | 76,636 | $4M | -352 | -0.5% | 4Q | SEC ↗ |
| 39 | Key Financial Inc NEW | 76,610 | $4M | — | +0.0% | 1Q | SEC ↗ |
| 40 | Tailwinds Wealth, LLC | 76,288 | $4M | +50,816 | +199.5% | 3Q | SEC ↗ |
| 41 | PUFF WEALTH MANAGEMENT, LLC NEW | 62,570 | $3M | — | +0.0% | 1Q | SEC ↗ |
| 42 | Ashton Thomas Private Wealth, LLC NEW | 61,264 | $3M | — | +0.0% | 1Q | SEC ↗ |
| 43 | Cushing Capital Partners, LLC | 58,798 | $3M | +1,326 | +2.3% | 7Q | SEC ↗ |
| 44 | Great Diamond Partners, LLC | 54,765 | $3M | +2,647 | +5.1% | 2Q | SEC ↗ |
| 45 | FIFTH THIRD BANCORP | 44,648 | $2M | +38,896 | +676.2% | 2Q | SEC ↗ |
| 46 | UBS Group AG | 43,298 | $2M | +991 | +2.3% | 12Q | SEC ↗ |
| 47 | RITHOLTZ WEALTH MANAGEMENT | 41,426 | $2M | -1,423 | -3.3% | 2Q | SEC ↗ |
| 48 | OmniStar Financial Group, Inc. | 41,330 | $2M | +3,321 | +8.7% | 6Q | SEC ↗ |
| 49 | Aptus Capital Advisors, LLC | 33,052 | $2M | +7,304 | +28.4% | 6Q | SEC ↗ |
| 50 | Milestones Private Investment Advisors | 32,861 | $2M | -26 | -0.1% | 5Q | SEC ↗ |
Recent Activity
New Positions (17)
| Holder | Shares | Value |
|---|---|---|
| Apollon Wealth Management, LLC | 82,253 | $4M |
| Key Financial Inc | 76,610 | $4M |
| PUFF WEALTH MANAGEMENT, LLC | 62,570 | $3M |
| Ashton Thomas Private Wealth, LLC | 61,264 | $3M |
| Prime Capital Investment Advisors, | 11,068 | $510K |
| Simplicity Wealth,LLC | 10,355 | $477K |
| CreativeOne Wealth, LLC | 5,585 | $257K |
| Stillwater Private Wealth, LLC | 5,313 | $245K |
| Onyx Bridge Wealth Group LLC | 5,280 | $243K |
| WealthTrak Capital Management LLC | 4,427 | $204K |
| Transamerica Financial Advisors, LL | 1,635 | $75K |
| COMPASS FINANCIAL MANAGEMENT LLC | 1,230 | $57K |
| ASHTON THOMAS SECURITIES, LLC | 903 | $42K |
| MERCER GLOBAL ADVISORS INC /ADV | 753 | $35K |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 562 | $26K |
| CoreCap Advisors, LLC | 357 | $16K |
| Steward Partners Investment Advisor | 124 | $6K |
Sold Out (16)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| GOLDMAN SACHS GROUP INC | 201,263 | $9M |
| Motley Fool Wealth Management, LLC | 155,054 | $7M |
| JANE STREET GROUP, LLC | 39,470 | $2M |
| Summit Financial, LLC | 16,793 | $774K |
| FLOW TRADERS U.S. LLC | 13,610 | $627K |
| Canandaigua National Trust Co of Fl | 11,725 | $540K |
| Bauman Advisory Group, LLC | 8,095 | $373K |
| Cerity Partners LLC | 6,650 | $306K |
| OLD MISSION CAPITAL LLC | 6,045 | $279K |
| A4 Wealth Advisors LLC | 4,404 | $203K |
| Waterfront Wealth Inc. | 4,264 | $197K |
| SageView Advisory Group, LLC | 1,000 | $46K |
| Root Financial Partners, LLC | 974 | $45K |
| Rockefeller Capital Management L.P. | 958 | $44K |
| CITIGROUP INC | 10 | $0K |
| HARBOUR INVESTMENTS, INC. | 6 | $0K |
Biggest Increases (20)
Biggest Decreases (19)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| CITADEL ADVISORS LLC | -205,235 | -92.1% | 17,518 |
| COMMONWEALTH EQUITY SERVICES, LLC | -140,534 | -94.3% | 8,453 |
| CAPTRUST FINANCIAL ADVISORS | -62,377 | -35.5% | 113,092 |
| MORGAN STANLEY | -12,655 | -6.6% | 179,721 |
| Tortoise Investment Management, LLC | -12,517 | -39.3% | 19,336 |
| EVERGREEN CAPITAL MANAGEMENT LLC | -7,777 | -1.1% | 678,657 |
| LPL Financial LLC | -6,923 | -22.1% | 24,434 |
| Parallel Advisors, LLC | -2,457 | -32.7% | 5,065 |
| RITHOLTZ WEALTH MANAGEMENT | -1,423 | -3.3% | 41,426 |
| INTEGRATED CAPITAL MANAGEMENT, INC. | -1,372 | -1.1% | 119,008 |
| NewEdge Advisors, LLC | -945 | -7.8% | 11,108 |
| ROYAL BANK OF CANADA | -711 | -68.8% | 322 |
| Oregon Pacific Wealth Management, L | -352 | -0.5% | 76,636 |
| WELLS FARGO & COMPANY/MN | -280 | -73.9% | 99 |
| Orion Porfolio Solutions, LLC | -197 | -3.6% | 5,233 |
| Mutual Advisors, LLC | -154 | -2.7% | 5,626 |
| Cambridge Investment Research Advis | -148 | -1.9% | 7,475 |
| HOWARD BAILEY SECURITIES, LLC | -39 | -0.4% | 10,376 |
| Milestones Private Investment Advis | -26 | -0.1% | 32,861 |