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DoubleLine Opportunistic Bond ETF

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