DSCO Institutional Ownership
DoubleLine Securitized Credit ETF
1W: +0.1%
1M: -1.5%
3M: -2.0%
YTD: -2.5%
$24.29
+0.01 (+0.04%)
Weekly Expected Move ±0.4%
$24
$24
$24
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Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — DSCO
50
Institutional Holders
+20 vs prior quarter
0.0%
Ownership
+0.00pp
180M
Total Invested
20
New Positions
16
Increased
10
Reduced
4
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (50 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Family Manage LLC | 1,604,919 | $39M | -77,526 | -4.6% | 2Q | SEC ↗ |
| 2 | ENVESTNET ASSET MANAGEMENT INC | 1,274,563 | $31M | +212,178 | +20.0% | 2Q | SEC ↗ |
| 3 | WJ Interests, LLC | 707,494 | $17M | +95,523 | +15.6% | 2Q | SEC ↗ |
| 4 | Destiny Wealth Partners, LLC NEW | 610,353 | $15M | — | +0.0% | 1Q | SEC ↗ |
| 5 | OSAIC HOLDINGS, INC. | 456,601 | $11M | +1,416 | +0.3% | 2Q | SEC ↗ |
| 6 | Curated Wealth Partners LLC | 389,577 | $9M | +24,994 | +6.9% | 2Q | SEC ↗ |
| 7 | COURIER CAPITAL LLC NEW | 322,755 | $8M | — | +0.0% | 1Q | SEC ↗ |
| 8 | Foundations Investment Advisors, LLC NEW | 269,417 | $7M | — | +0.0% | 1Q | SEC ↗ |
| 9 | Jacksonville Wealth Management, LLC | 222,896 | $5M | -33,098 | -12.9% | 2Q | SEC ↗ |
| 10 | Auour Investments LLC NEW | 178,056 | $4M | — | +0.0% | 1Q | SEC ↗ |
| 11 | AVAII WEALTH MANAGEMENT, LLC | 147,056 | $4M | -9,657 | -6.2% | 2Q | SEC ↗ |
| 12 | Pallas Capital Advisors LLC | 126,884 | $3M | +90,169 | +245.6% | 2Q | SEC ↗ |
| 13 | Ashton Thomas Private Wealth, LLC NEW | 105,332 | $3M | — | +0.0% | 1Q | SEC ↗ |
| 14 | SilverOak Wealth Management LLC | 91,324 | $2M | +1,941 | +2.2% | 2Q | SEC ↗ |
| 15 | CORRADO ADVISORS, LLC | 83,443 | $2M | +292 | +0.4% | 2Q | SEC ↗ |
| 16 | Advisory Services Network, LLC | 83,236 | $2M | +450 | +0.5% | 2Q | SEC ↗ |
| 17 | Pettinga Financial Advisors LLC | 75,594 | $2M | +55,167 | +270.1% | 2Q | SEC ↗ |
| 18 | Cetera Investment Advisers NEW | 56,144 | $1M | — | +0.0% | 1Q | SEC ↗ |
| 19 | Hubbell Strickland Wealth Management, | 52,376 | $1M | -209 | -0.4% | 2Q | SEC ↗ |
| 20 | Cushing Capital Partners, LLC | 49,142 | $1M | +5,421 | +12.4% | 2Q | SEC ↗ |
| 21 | M Wealth Management, LLC | 38,241 | $929K | +17,903 | +88.0% | 2Q | SEC ↗ |
| 22 | Ausdal Financial Partners, Inc. | 32,859 | $798K | +449 | +1.4% | 2Q | SEC ↗ |
| 23 | Signal Advisors Wealth, LLC | 31,924 | $775K | -6,329 | -16.5% | 2Q | SEC ↗ |
| 24 | UMB Bank, n.a. NEW | 28,000 | $680K | — | +0.0% | 1Q | SEC ↗ |
| 25 | LPL Financial LLC | 25,854 | $628K | +8,167 | +46.2% | 2Q | SEC ↗ |
| 26 | CITADEL ADVISORS LLC NEW | 19,858 | $482K | — | +0.0% | 1Q | SEC ↗ |
| 27 | Aptus Capital Advisors, LLC | 16,501 | $401K | +5,710 | +52.9% | 2Q | SEC ↗ |
| 28 | Elmwood Wealth Management, Inc. NEW | 15,550 | $378K | — | +0.0% | 1Q | SEC ↗ |
| 29 | Walser Wealth Management Company, A Lt NEW | 14,526 | $353K | — | +0.0% | 1Q | SEC ↗ |
| 30 | Steward Partners Investment Advisory, NEW | 12,151 | $295K | — | +0.0% | 1Q | SEC ↗ |
| 31 | Corient Private Wealth LP | 11,768 | $286K | +187 | +1.6% | 2Q | SEC ↗ |
| 32 | Waterloo Capital, L.P. NEW | 9,574 | $233K | — | +0.0% | 1Q | SEC ↗ |
| 33 | Prime Capital Investment Advisors, LLC NEW | 9,019 | $219K | — | +0.0% | 1Q | SEC ↗ |
| 34 | MARIPAU WEALTH MANAGEMENT LLC | 8,372 | $203K | -4,172 | -33.3% | 2Q | SEC ↗ |
| 35 | STIFEL FINANCIAL CORP | 8,284 | $201K | +127 | +1.6% | 2Q | SEC ↗ |
| 36 | WEALTH ENHANCEMENT ADVISORY SERVICES, NEW | 8,143 | $198K | — | +0.0% | 1Q | SEC ↗ |
| 37 | Three Bearings Fiduciary Advisors, Inc | 8,126 | $197K | — | +0.0% | 2Q | SEC ↗ |
| 38 | HighTower Advisors, LLC NEW | 8,084 | $196K | — | +0.0% | 1Q | SEC ↗ |
| 39 | WHITTIER TRUST CO OF NEVADA INC | 5,049 | $123K | — | +0.0% | 2Q | SEC ↗ |
| 40 | WHITTIER TRUST CO | 4,523 | $110K | — | +0.0% | 2Q | SEC ↗ |
| 41 | AE Wealth Management LLC NEW | 3,087 | $75K | — | +0.0% | 1Q | SEC ↗ |
| 42 | ASHTON THOMAS SECURITIES, LLC NEW | 1,784 | $43K | — | +0.0% | 1Q | SEC ↗ |
| 43 | Integrated Wealth Concepts LLC NEW | 1,578 | $38K | — | +0.0% | 1Q | SEC ↗ |
| 44 | Strategic Wealth Partners, Ltd. | 996 | $24K | — | +0.0% | 2Q | SEC ↗ |
| 45 | COMPASS FINANCIAL MANAGEMENT LLC NEW | 191 | $5K | — | +0.0% | 1Q | SEC ↗ |
| 46 | Capital Analysts, LLC NEW | 171 | $4K | — | +0.0% | 1Q | SEC ↗ |
| 47 | JANE STREET GROUP, LLC | 0 | $0K | -218,658 | -100.0% | 1Q | SEC ↗ |
| 48 | UBS Group AG | 0 | $0K | -2,100 | -100.0% | 1Q | SEC ↗ |
| 49 | GUARDIAN WEALTH ADVISORS, LLC / NC | 0 | $0K | -5,301 | -100.0% | 1Q | SEC ↗ |
| 50 | Bank of New York Mellon Corp | 0 | $0K | -19,612 | -100.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| Destiny Wealth Partners, LLC | 610,353 | $15M |
| COURIER CAPITAL LLC | 322,755 | $8M |
| Foundations Investment Advisors, LL | 269,417 | $7M |
| Auour Investments LLC | 178,056 | $4M |
| Ashton Thomas Private Wealth, LLC | 105,332 | $3M |
| Cetera Investment Advisers | 56,144 | $1M |
| UMB Bank, n.a. | 28,000 | $680K |
| CITADEL ADVISORS LLC | 19,858 | $482K |
| Elmwood Wealth Management, Inc. | 15,550 | $378K |
| Walser Wealth Management Company, A | 14,526 | $353K |
| Steward Partners Investment Advisor | 12,151 | $295K |
| Waterloo Capital, L.P. | 9,574 | $233K |
| Prime Capital Investment Advisors, | 9,019 | $219K |
| WEALTH ENHANCEMENT ADVISORY SERVICE | 8,143 | $198K |
| HighTower Advisors, LLC | 8,084 | $196K |
| AE Wealth Management LLC | 3,087 | $75K |
| ASHTON THOMAS SECURITIES, LLC | 1,784 | $43K |
| Integrated Wealth Concepts LLC | 1,578 | $38K |
| COMPASS FINANCIAL MANAGEMENT LLC | 191 | $5K |
| Capital Analysts, LLC | 171 | $4K |
Sold Out (4)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| JANE STREET GROUP, LLC | 218,658 | $5M |
| Bank of New York Mellon Corp | 19,612 | $476K |
| GUARDIAN WEALTH ADVISORS, LLC / NC | 5,301 | $129K |
| UBS Group AG | 2,100 | $51K |
Biggest Increases (16)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC | +212,178 | +20.0% | 1,274,563 |
| WJ Interests, LLC | +95,523 | +15.6% | 707,494 |
| Pallas Capital Advisors LLC | +90,169 | +245.6% | 126,884 |
| Pettinga Financial Advisors LLC | +55,167 | +270.1% | 75,594 |
| Curated Wealth Partners LLC | +24,994 | +6.9% | 389,577 |
| M Wealth Management, LLC | +17,903 | +88.0% | 38,241 |
| LPL Financial LLC | +8,167 | +46.2% | 25,854 |
| Aptus Capital Advisors, LLC | +5,710 | +52.9% | 16,501 |
| Cushing Capital Partners, LLC | +5,421 | +12.4% | 49,142 |
| SilverOak Wealth Management LLC | +1,941 | +2.2% | 91,324 |
| OSAIC HOLDINGS, INC. | +1,416 | +0.3% | 456,601 |
| Advisory Services Network, LLC | +450 | +0.5% | 83,236 |
| Ausdal Financial Partners, Inc. | +449 | +1.4% | 32,859 |
| CORRADO ADVISORS, LLC | +292 | +0.4% | 83,443 |
| Corient Private Wealth LP | +187 | +1.6% | 11,768 |
| STIFEL FINANCIAL CORP | +127 | +1.6% | 8,284 |
Biggest Decreases (6)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Family Manage LLC | -77,526 | -4.6% | 1,604,919 |
| Jacksonville Wealth Management, LLC | -33,098 | -12.9% | 222,896 |
| AVAII WEALTH MANAGEMENT, LLC | -9,657 | -6.2% | 147,056 |
| Signal Advisors Wealth, LLC | -6,329 | -16.5% | 31,924 |
| MARIPAU WEALTH MANAGEMENT LLC | -4,172 | -33.3% | 8,372 |
| Hubbell Strickland Wealth Managemen | -209 | -0.4% | 52,376 |