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DoubleLine Opportunistic Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
1
Carson Wealth (CWM LLC)
Nebraska
$82.2M +$8.02M +173,132 +11%
FIA
2
Foundations Investment Advisors
Arizona
$44.3M +$12.3M +266,396 +38%
Raymond James Financial
3
Raymond James Financial
Florida
$36.3M +$5.88M +126,828 +19%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$34.3M +$17.8M +384,638 +106%
NA
5
NewEdge Advisors
Louisiana
$31.3M +$31.7M +684,259 New
BIG
6
Boothe Investment Group
Delaware
$31.1M +$1.59M +34,208 +5%
SCM
7
Seascape Capital Management
New Hampshire
$29.1M -$518K -11,175 -2%
UBS Group
8
UBS Group
Switzerland
$28.3M +$509K +10,987 +2%
WC
9
Whitney & Co
New York
$26.6M +$1.76M +37,890 +7%
BFWA
10
Benchmark Financial Wealth Advisors
Florida
$23.9M +$1.38M +29,714 +6%
JAG
11
Journey Advisory Group
Kentucky
$22.7M +$17.2M +370,972 +296%
Mariner
12
Mariner
Kansas
$21.7M +$1.67M +36,047 +8%
GWANC
13
Guardian Wealth Advisors (North Carolina)
North Carolina
$14.1M -$6.95K -150 -0%
ACA
14
Aptus Capital Advisors
Alabama
$14.1M -$6.95K -150 -0%
HF
15
Holcombe Financial
Georgia
$11.9M +$958K +20,670 +9%
AWM
16
Aprio Wealth Management
Georgia
$10.6M +$423K +9,135 +4%
BI
17
Beckerman Institutional
New Jersey
$10.2M +$543K +11,713 +6%
CCA
18
Cravens & Co Advisors
Tennessee
$9.93M +$272K +5,863 +3%
SWA
19
Stratos Wealth Advisors
Ohio
$9.49M +$1.3M +28,109 +16%
VWA
20
Visionary Wealth Advisors
Illinois
$9.26M +$514K +11,100 +6%
MML Investors Services
21
MML Investors Services
Massachusetts
$9.07M +$1.52M +32,895 +20%
HFA
22
Hippocratic Financial Advisors
California
$8.7M +$443K +9,556 +5%
AFP
23
Ausdal Financial Partners
Iowa
$8.69M +$689K +14,859 +8%
LWMNY
24
Landmark Wealth Management (New York)
New York
$8.13M +$1.69M +36,569 +26%
FA
25
Fortis Advisors
Pennsylvania
$7.54M -$1.83M -39,458 -19%