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DoubleLine Opportunistic Bond ETF
DBND
DBND
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CWM
1
Congress Wealth Management
Boston,
Massachusetts
| $9.56M | -$142K | -2,982 | -1% |
|
2
Morgan Stanley
New York
| $9.15M | +$16.7K | +350 | +0.2% |
|
3
Barclays
London,
United Kingdom
| $9.13M | – | – | – |
|
4
JP Morgan Chase
New York
| $6.16M | -$2.86M | -60,000 | -31% |
|
|
ACP
5
Aveo Capital Partners
Englewood,
Colorado
| $4.64M | -$134K | -2,808 | -3% |
|
|
FWM
6
Fortress Wealth Management
Culver City,
California
| $2.55M | +$2.67M | +55,917 | New |
|
7
Bank of Montreal
Toronto,
Ontario, Canada
| $1.27M | +$1.3M | +27,140 | New |
|
8
Bank of New York Mellon
New York
| $365K | -$3.6M | -75,319 | -90% |
|
|
SCM
9
Stonehearth Capital Management
Danvers,
Massachusetts
| $294K | +$307K | +6,431 | New |
|
|
AFP
10
Ausdal Financial Partners
Davenport,
Iowa
| $268K | -$207K | -4,335 | -42% |
|
11
UBS Group
Zurich,
Switzerland
| $79K | +$82.9K | +1,736 | New |
|
12
Citadel Advisors
Miami,
Florida
| – | -$1.26M | -26,319 | Closed |
|
13
Jane Street
New York
| – | -$690K | -14,395 | Closed |
|
|
BAM
14
Belpointe Asset Management
Reno,
Nevada
| – | -$104K | -2,164 | Closed |
|