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DoubleLine Fortune 500 Equal Weight ETF
DFVE
DFVE
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
FIA
1
Foundations Investment Advisors
Phoenix,
Arizona
| $24M | +$3.6M | +104,085 | +18% |
|
2
Goldman Sachs
New York
| $954K | – | – | – |
|
|
MA
3
Mutual Advisors
Omaha,
Nebraska
| $417K | +$95K | +2,746 | +31% |
|
|
FFA
4
Farther Finance Advisors
San Francisco,
California
| $53.8K | – | – | – |
|
5
UBS Group
Zurich,
Switzerland
| $23.9K | +$23.1K | +666 | New |
|
6
Jones Financial Companies
Des Peres,
Missouri
| $3.1K | +$2.98K | +86 | New |
|
7
Vanguard Advisers Inc
Malvern,
Pennsylvania
| $108 | – | – | – |
|
|
IWC
8
Integrated Wealth Concepts
Waltham,
Massachusetts
| $4 | -$275K | -7,932 | Closed |
|
9
JP Morgan Chase
New York
| – | -$1.75M | -55,032 | Closed |
|
|
ACA
10
Aptus Capital Advisors
Fairhope,
Alabama
| – | -$258K | -7,932 | Closed |
|
|
RFP
11
Root Financial Partners
Encinitas,
California
| – | -$28.3K | -870 | Closed |
|