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DoubleLine Mortgage ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GI
1
Gradient Investments
Minnesota
$120M +$26.1M +531,491 +28%
CCA
2
Cobblestone Capital Advisors
New York
$47.4M +$194K +3,946 +0.4%
Osaic Holdings
3
Osaic Holdings
Arizona
$36.8M +$36.4M +740,685 +871,394%
Bank of New York Mellon
4
Bank of New York Mellon
New York
$35.1M +$34.7M +706,394 New
ECM
5
Evergreen Capital Management
Washington
$32.8M +$707K +14,386 +2%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$23.2M +$447K +9,089 +2%
FIA
7
Foundations Investment Advisors
Arizona
$21.4M +$4.56M +92,828 +27%
TIM
8
Tortoise Investment Management
New York
$20.1M +$4.11M +83,619 +26%
Morgan Stanley
9
Morgan Stanley
New York
$17.7M +$1.82M +36,962 +12%
LC
10
Legacy CG
Texas
$16.2M +$1.59M +32,401 +11%
PAS
11
Park Avenue Securities
New York
$15.5M +$97.5K +1,982 +0.6%
MFS
12
Mattson Financial Services
Michigan
$12.9M +$2.42M +49,237 +23%
SAW
13
Signal Advisors Wealth
Michigan
$12.6M +$2.42M +49,227 +24%
MFWM
14
Motley Fool Wealth Management
Virginia
$11.6M -$337K -6,844 -3%
TFA
15
TPG Financial Advisors
Oregon
$11.6M +$1.69M +34,273 +17%
HGA
16
Hobbs Group Advisors
South Carolina
$10.8M +$1.02M +20,650 +10%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$10.6M +$10.5M +212,550 New
SAI
18
Savvy Advisors Inc
New York
$9.33M +$2.64M +53,729 +40%
WC
19
Whitney & Co
New York
$8.88M +$479K +9,747 +6%
AIM
20
AMI Investment Management
Indiana
$8.51M -$739K -15,036 -8%
BFA
21
Brown Financial Advisors
Ohio
$8.14M +$1.77M +36,005 +28%
APA
22
Astoria Portfolio Advisors
New York
$7.58M -$3.45M -70,068 -31%
ICMP
23
Integrated Capital Management (Pennsylvania)
Pennsylvania
$5.9M -$29.5K -599 -0.5%
IWC
24
Integrated Wealth Concepts
Massachusetts
$5.66M +$652K +13,257 +13%
MML Investors Services
25
MML Investors Services
Massachusetts
$5.06M +$881K +17,915 +21%