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DoubleLine Mortgage ETF

38 hedge funds and large institutions have $265M invested in DoubleLine Mortgage ETF in 2024 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 17 increasing their positions, 10 reducing their positions, and 4 closing their positions.

Holders
38
Holders Change
+4
Holders Change %
+11.76%
% of All Funds
0.55%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.09%
New
8
Increased
17
Reduced
10
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
GI
1
Gradient Investments
Minnesota
$79.3M 1,644,490 -333,604 -17%
AWMS
2
Advocacy Wealth Management Services
Georgia
$38.7M 801,898 +13,090 +2%
CWM
3
Congress Wealth Management
Massachusetts
$23.9M 494,382 +10,718 +2%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$22.4M 463,608 -1,932 -0.4%
MFWM
5
Motley Fool Wealth Management
Virginia
$14.7M 305,148 +273,279 +858%
TIM
6
Tortoise Investment Management
New York
$13.9M 289,070 +37,010 +15%
LC
7
Legacy CG
Texas
$12.1M 250,577 +250,577 New
AIM
8
AMI Investment Management
Indiana
$10.1M 209,730 +12,259 +6%
WC
9
Whitney & Co
New York
$7.11M 147,391 +6,260 +4%
BFA
10
Brown Financial Advisors
Ohio
$7.03M 145,695 +145,695 New
MFS
11
Mattson Financial Services
Michigan
$6.9M 143,040 +143,040 New
ICMP
12
Integrated Capital Management (Pennsylvania)
Pennsylvania
$5.93M 122,966 -114 -0.1%
Citadel Advisors
13
Citadel Advisors
Florida
$3.81M 79,059 +72,731 +1,149%
IWC
14
Integrated Wealth Concepts
Massachusetts
$3.76M 77,858 +21,915 +39%
SWM
15
Sugarloaf Wealth Management
Georgia
$3M 62,256 +3,024 +5%
FFA
16
Farther Finance Advisors
California
$2.22M 46,692 +5,778 +14%
MML Investors Services
17
MML Investors Services
Massachusetts
$1.86M 38,576 +1,060 +3%
FIA
18
Foundations Investment Advisors
Arizona
$1.17M 24,201 +24,201 New
CCA
19
Cravens & Co Advisors
Tennessee
$1.17M 24,157 -388 -2%
SIA
20
SeaBridge Investment Advisors
New Jersey
$1.03M 21,393 +2,391 +13%
AA
21
Ancora Advisors
Ohio
$869K 18,000
Jane Street
22
Jane Street
New York
$648K 13,438 +4,183 +45%
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$434K 8,987 +326 +4%
MWM
24
Maripau Wealth Management
Indiana
$393K 8,141 +8,141 New
BCI
25
Brinker Capital Investments
Pennsylvania
$341K 7,062 +1,374 +24%