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DoubleLine Mortgage ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GI
1
Gradient Investments
Minnesota
$86.9M -$23.7M -488,945 -22%
CCA
2
Cobblestone Capital Advisors
New York
$46.2M +$1.88M +38,701 +4%
CWM
3
Congress Wealth Management
Massachusetts
$28.7M +$1.61M +33,155 +6%
ECM
4
Evergreen Capital Management
Washington
$27.9M +$15.2M +314,494 +124%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$22.6M +$1.26M +26,066 +6%
PAS
6
Park Avenue Securities
New York
$15.6M +$590K +12,162 +4%
TIM
7
Tortoise Investment Management
New York
$14.7M +$364K +7,498 +3%
Morgan Stanley
8
Morgan Stanley
New York
$14.1M +$12M +248,418 +624%
LC
9
Legacy CG
Texas
$13.8M -$37.6K -776 -0.3%
MFWM
10
Motley Fool Wealth Management
Virginia
$13.1M -$1.08M -22,288 -8%
AIM
11
AMI Investment Management
Indiana
$12.3M +$605K +12,484 +5%
MFS
12
Mattson Financial Services
Michigan
$9.87M +$3.31M +68,314 +51%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$9.39M +$9.29M +191,534 New
FIA
14
Foundations Investment Advisors
Arizona
$8.69M +$1.25M +25,822 +17%
WC
15
Whitney & Co
New York
$8.25M +$397K +8,193 +5%
APA
16
Astoria Portfolio Advisors
New York
$6.91M +$885K +18,256 +15%
BFA
17
Brown Financial Advisors
Ohio
$6.41M -$1.91M -39,291 -23%
SAI
18
Savvy Advisors Inc
New York
$6.09M +$721K +14,873 +14%
SAW
19
Signal Advisors Wealth
Michigan
$5.98M +$4.98M +102,701 +537%
ICMP
20
Integrated Capital Management (Pennsylvania)
Pennsylvania
$5.9M +$65.3K +1,347 +1%
HGA
21
Hobbs Group Advisors
South Carolina
$5.5M +$1.19M +24,553 +28%
UBS Group
22
UBS Group
Switzerland
$4.76M -$194K -4,010 -4%
IWC
23
Integrated Wealth Concepts
Massachusetts
$4.49M -$917K -18,918 -17%
MML Investors Services
24
MML Investors Services
Massachusetts
$3.47M +$2.44M +50,330 +247%
SIA
25
SeaBridge Investment Advisors
New Jersey
$3.25M +$1.91M +39,342 +146%