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DoubleLine Mortgage ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GI
1
Gradient Investments
Minnesota
$151M +$523K +10,649 +0.3%
Osaic Holdings
2
Osaic Holdings
Arizona
$54.5M +$9.51M +193,663 +21%
AWMS
3
Advocacy Wealth Management Services
Georgia
$53.2M +$1.79M +36,507 +3%
FIA
4
Foundations Investment Advisors
Arizona
$37.7M +$6.37M +129,763 +20%
Bank of New York Mellon
5
Bank of New York Mellon
New York
$36.8M +$1.13M +23,038 +3%
ECM
6
Evergreen Capital Management
Washington
$33.3M -$382K -7,777 -1%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$26.3M +$2.72M +55,347 +12%
APA
8
Astoria Portfolio Advisors
New York
$22.2M +$6.58M +133,908 +42%
CA
9
Cambridge Associates
Massachusetts
$21.7M +$1.61M +32,779 +8%
SAW
10
Signal Advisors Wealth
Michigan
$18.7M +$4.38M +89,130 +31%
MFS
11
Mattson Financial Services
Michigan
$17.3M +$1.35M +27,472 +8%
PAS
12
Park Avenue Securities
New York
$17.2M +$1.91M +38,986 +13%
LC
13
Legacy CG
Texas
$16.7M +$330K +6,713 +2%
TFA
14
TPG Financial Advisors
Oregon
$15.7M +$614K +12,492 +4%
HGA
15
Hobbs Group Advisors
South Carolina
$15.7M +$5.19M +105,579 +49%
AFG
16
Atomi Financial Group
New York
$13.9M +$2.14M +43,471 +18%
AIM
17
AMI Investment Management
Indiana
$12.6M +$441K +8,983 +4%
SAI
18
Savvy Advisors Inc
New York
$12.2M +$798K +16,254 +7%
BFA
19
Brown Financial Advisors
Ohio
$10.6M +$652K +13,281 +7%
WC
20
Whitney & Co
New York
$10.2M +$523K +10,647 +5%
Mariner
21
Mariner
Kansas
$9.5M +$131K +2,671 +1%
Morgan Stanley
22
Morgan Stanley
New York
$8.82M -$622K -12,655 -7%
NRC
23
New Republic Capital
North Carolina
$7.62M +$806K +16,413 +12%
VWWMG
24
Vermillion & White Wealth Management Group
Pennsylvania
$7.39M +$333K +6,789 +5%
CFG
25
Compass Financial Group
Ohio
$7.01M +$959K +19,518 +16%