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DoubleLine Opportunistic Bond ETF
DBND

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Foundations Investment Advisors
1
Foundations Investment Advisors
Arizona
USD 53 M +USD 8.93 M +195,601 +20%
Raymond James Financial
2
Raymond James Financial
Florida
USD 35.7 M -USD 349 k -7,648 -1%
BIG
3
Boothe Investment Group
Delaware
USD 34.4 M +USD 3.41 M +74,794 +11%
NewEdge Advisors
4
NewEdge Advisors
Louisiana
USD 33.1 M +USD 1.86 M +40,790 +6%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
USD 32.1 M -USD 2.01 M -44,009 -6%
SCM
6
Seascape Capital Management
New Hampshire
USD 29.8 M +USD 841 k +18,436 +3%
UBS Group
7
UBS Group
Switzerland
USD 29.5 M +USD 1.34 M +29,358 +5%
Whitney & Co
8
Whitney & Co
New York
USD 28.1 M +USD 1.59 M +34,890 +6%
BFWA
9
Benchmark Financial Wealth Advisors
Florida
USD 23.8 M -USD 27.7 k -607 -0.1%
Mariner
10
Mariner
Kansas
USD 22.5 M +USD 906 k +19,847 +4%
SilverOak Wealth Management
11
SilverOak Wealth Management
Minnesota
USD 15 M +USD 12.7 M +278,866 +563%
Aptus Capital Advisors
12
Aptus Capital Advisors
Alabama
USD 14 M -USD 74.1 k -1,625 -0.5%
Guardian Wealth Advisors (North Carolina)
13
Guardian Wealth Advisors (North Carolina)
North Carolina
USD 14 M -USD 74.1 k -1,625 -0.5%
Journey Advisory Group
14
Journey Advisory Group
Kentucky
USD 12.4 M -USD 10.2 M -224,046 -45%
HF
15
Holcombe Financial
Georgia
USD 12.2 M +USD 391 k +8,578 +3%
Stratos Wealth Advisors
16
Stratos Wealth Advisors
Ohio
USD 10.8 M +USD 1.39 M +30,547 +15%
BI
17
Beckerman Institutional
New Jersey
USD 10.7 M +USD 607 k +13,305 +6%
MML Investors Services
18
MML Investors Services
Massachusetts
USD 10.7 M +USD 1.71 M +37,551 +19%
Visionary Wealth Advisors
19
Visionary Wealth Advisors
Illinois
USD 10.4 M +USD 1.19 M +26,163 +13%
Aprio Wealth Management
20
Aprio Wealth Management
Georgia
USD 10.3 M -USD 230 k -5,040 -2%
HFA
21
Hippocratic Financial Advisors
California
USD 9.19 M +USD 536 k +11,754 +6%
CCA
22
Cravens & Co Advisors
Tennessee
USD 8.59 M -USD 1.3 M -28,412 -13%
LWMNY
23
Landmark Wealth Management (New York)
New York
USD 8.51 M +USD 416 k +9,111 +5%
Waddell & Associates
24
Waddell & Associates
Tennessee
USD 7.69 M +USD 294 k +6,434 +4%
FA
25
Fortis Advisors
Pennsylvania
USD 7.56 M +USD 58 k +1,271 +0.8%
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