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icono de DMBS

DoubleLine Mortgage ETF
DMBS

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Gradient Investments
1
Gradient Investments
Minnesota
USD 151 M +USD 523 k +10,649 +0.3%
Osaic Holdings
2
Osaic Holdings
Arizona
USD 54.5 M +USD 9.5 M +193,663 +21%
Advocacy Wealth Management Services
3
Advocacy Wealth Management Services
Georgia
USD 53.2 M +USD 1.79 M +36,507 +3%
Foundations Investment Advisors
4
Foundations Investment Advisors
Arizona
USD 37.7 M +USD 6.37 M +129,763 +20%
Bank of New York Mellon
5
Bank of New York Mellon
New York
USD 36.8 M +USD 1.13 M +23,038 +3%
Evergreen Capital Management
6
Evergreen Capital Management
Washington
USD 33.3 M -USD 382 k -7,777 -1%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
USD 26.3 M +USD 2.72 M +55,347 +12%
APA
8
Astoria Portfolio Advisors
New York
USD 22.2 M +USD 6.58 M +133,908 +42%
Cambridge Associates
9
Cambridge Associates
Massachusetts
USD 21.7 M +USD 1.61 M +32,779 +8%
Signal Advisors Wealth
10
Signal Advisors Wealth
Michigan
USD 18.7 M +USD 4.38 M +89,130 +31%
MFS
11
Mattson Financial Services
Michigan
USD 17.3 M +USD 1.35 M +27,472 +8%
Park Avenue Securities
12
Park Avenue Securities
New York
USD 17.2 M +USD 1.91 M +38,986 +13%
LC
13
Legacy CG
Texas
USD 16.7 M +USD 330 k +6,713 +2%
TFA
14
TPG Financial Advisors
Oregon
USD 15.7 M +USD 614 k +12,492 +4%
HGA
15
Hobbs Group Advisors
South Carolina
USD 15.7 M +USD 5.19 M +105,579 +49%
Atomi Financial Group
16
Atomi Financial Group
New York
USD 13.9 M +USD 2.14 M +43,471 +18%
AIM
17
AMI Investment Management
Indiana
USD 12.6 M +USD 441 k +8,983 +4%
Savvy Advisors Inc
18
Savvy Advisors Inc
New York
USD 12.2 M +USD 798 k +16,254 +7%
BFA
19
Brown Financial Advisors
Ohio
USD 10.6 M +USD 652 k +13,281 +7%
Whitney & Co
20
Whitney & Co
New York
USD 10.2 M +USD 523 k +10,647 +5%
Mariner
21
Mariner
Kansas
USD 9.5 M +USD 131 k +2,671 +1%
Morgan Stanley
22
Morgan Stanley
New York
USD 8.82 M -USD 622 k -12,655 -7%
NRC
23
New Republic Capital
North Carolina
USD 7.62 M +USD 806 k +16,413 +12%
VWWMG
24
Vermillion & White Wealth Management Group
Pennsylvania
USD 7.39 M +USD 333 k +6,789 +5%
CFG
25
Compass Financial Group
Ohio
USD 7.01 M +USD 959 k +19,518 +16%
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