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DoubleLine Mortgage ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GI
1
Gradient Investments
Minnesota
$79.3M -$16M -333,604 -17%
AWMS
2
Advocacy Wealth Management Services
Georgia
$38.7M +$627K +13,090 +2%
CWM
3
Congress Wealth Management
Massachusetts
$23.9M +$513K +10,718 +2%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$22.4M -$92.5K -1,932 -0.4%
MFWM
5
Motley Fool Wealth Management
Virginia
$14.7M +$13.1M +273,279 +858%
TIM
6
Tortoise Investment Management
New York
$13.9M +$1.77M +37,010 +15%
LC
7
Legacy CG
Texas
$12.1M +$12M +250,577 New
AIM
8
AMI Investment Management
Indiana
$10.1M +$587K +12,259 +6%
WC
9
Whitney & Co
New York
$7.11M +$300K +6,260 +4%
BFA
10
Brown Financial Advisors
Ohio
$7.03M +$6.98M +145,695 New
MFS
11
Mattson Financial Services
Michigan
$6.9M +$6.85M +143,040 New
ICMP
12
Integrated Capital Management (Pennsylvania)
Pennsylvania
$5.93M -$5.46K -114 -0.1%
Citadel Advisors
13
Citadel Advisors
Florida
$3.81M +$3.48M +72,731 +1,149%
IWC
14
Integrated Wealth Concepts
Massachusetts
$3.76M +$1.05M +21,915 +39%
SWM
15
Sugarloaf Wealth Management
Georgia
$3M +$145K +3,024 +5%
FFA
16
Farther Finance Advisors
California
$2.22M +$277K +5,778 +14%
MML Investors Services
17
MML Investors Services
Massachusetts
$1.86M +$50.8K +1,060 +3%
FIA
18
Foundations Investment Advisors
Arizona
$1.17M +$1.16M +24,201 New
CCA
19
Cravens & Co Advisors
Tennessee
$1.17M -$18.6K -388 -2%
SIA
20
SeaBridge Investment Advisors
New Jersey
$1.03M +$115K +2,391 +13%
AA
21
Ancora Advisors
Ohio
$869K
Jane Street
22
Jane Street
New York
$648K +$200K +4,183 +45%
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$434K +$15.6K +326 +4%
MWM
24
Maripau Wealth Management
Indiana
$393K +$390K +8,141 New
BCI
25
Brinker Capital Investments
Pennsylvania
$341K +$65.8K +1,374 +24%