13F 机构持仓

DMBS DOUBLELINE ETF TRUST

MORTGAGE ETF

持有机构数1032026Q2
26Q126Q2
机构合计持股(股)15,398,7002026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

历季机构持有情况

季度持有机构机构总持股申报市值新建仓加仓减仓清仓估算净买入
2026Q210315,398,700$7.56亿 13601812$3,409.30万
2026Q19914,542,095$7.18亿 2054204$2,133.14万
付费方案可看全部 11 个季度 🔒
2026Q22026Q1 更早 9 个季度 🔒

2026Q1 买入最多

Gradient Investments LLC加仓$2,059.24万
CITADEL ADVISORS LLC新建仓$1,099.95万
GOLDMAN SACHS GROUP INC新建仓$993.84万
COMMONWEALTH EQUITY SERVICES, LLC加仓$711.75万
OSAIC HOLDINGS, INC.加仓$664.95万
Vermillion & White Wealth Management Group, LLC加仓$537.34万
Advocacy Wealth Management, LLC加仓$350.99万
Foundations Investment Advisors, LLC加仓$299.86万
Great Diamond Partners, LLC新建仓$257.36万
Oregon Pacific Wealth Management, LLC加仓$255.04万
RITHOLTZ WEALTH MANAGEMENT新建仓$211.59万
Brown Financial Advisors加仓$198.82万
JANE STREET GROUP, LLC加仓$156.76万
Mattson Financial Services, LLC加仓$146.55万
New Republic Capital, LLC加仓$141.44万
Compass Financial Group, Inc. (Ohio)加仓$138.22万
Mariner, LLC加仓$117.25万
Savvy Advisors, Inc.加仓$105.46万
Global Wealth Management Investment Advisory, Inc.加仓$94.97万
LPL Financial LLC加仓$86.75万

2026Q1 卖出最多

CAPTRUST FINANCIAL ADVISORS减仓-$3,711.59万
Tortoise Investment Management, LLC减仓-$2,043.72万
MORGAN STANLEY减仓-$866.60万
Motley Fool Wealth Management, LLC减仓-$248.98万
Compound Planning, Inc.减仓-$165.14万
NewEdge Advisors, LLC减仓-$146.76万
MML INVESTORS SERVICES, LLC减仓-$136.29万
UBS Group AG减仓-$75.04万
Canandaigua National Trust Co of Florida清仓-$58.22万
Bauman Advisory Group, LLC清仓-$40.19万
Parallel Advisors, LLC减仓-$36.68万
Cerity Partners LLC清仓-$33.02万
Cushing Capital Partners, LLC减仓-$20.52万
INTEGRATED CAPITAL MANAGEMENT, INC.减仓-$11.24万
MARIPAU WEALTH MANAGEMENT LLC减仓-$9.69万
Welch Financial Planning, LLC减仓-$9.35万
HOWARD BAILEY SECURITIES, LLC减仓-$8.57万
SageView Advisory Group, LLC清仓-$4.97万
Lord & Richards Wealth Management, LLC减仓-$2.49万
A4 Wealth Advisors LLC减仓-$2.39万

2026Q1 最大持有机构

导出全部持有机构 CSV 🔒
机构持股市值占该机构组合变动股数操作
Gradient Investments LLC3,070,452$1.52亿2.35%417,018加仓
Advocacy Wealth Management, LLC1,047,575$5,172.92万2.29%71,079加仓
OSAIC HOLDINGS, INC.915,683$4,521.63万0.07%134,660加仓
Bank of New York Mellon Corp727,272$3,591.27万0.01%8,150加仓
EVERGREEN CAPITAL MANAGEMENT LLC686,434$3,389.61万0.73%8,120加仓
Foundations Investment Advisors, LLC637,231$3,146.65万0.39%60,724加仓
ENVESTNET ASSET MANAGEMENT INC479,800$2,369.25万0.01%5,204加仓
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV408,860$2,018.95万0.32%0不变
Legacy CG, LLC334,150$1,650.03万4.58%3,588加仓
Mattson Financial Services, LLC327,954$1,619.44万3.87%29,678加仓
Astoria Portfolio Advisors LLC.319,188$1,580.13万3.29%320加仓
PARK AVENUE SECURITIES LLC311,576$1,538.60万0.12%1,100加仓
TPG Financial Advisors, LLC308,262$1,522.20万4.95%7,942加仓
Signal Advisors Wealth, LLC291,623$1,440.03万0.99%4,463加仓
AMI INVESTMENT MANAGEMENT INC248,126$1,225.25万2.76%9,920加仓
Compound Planning, Inc.239,485$1,182.57万0.36%-33,443减仓
Savvy Advisors, Inc.231,819$1,144.72万0.31%21,356加仓
CITADEL ADVISORS LLC222,753$1,099.95万0.00%222,753新建仓
Hobbs Group Advisors, LLC213,937$1,056.42万3.16%9,180加仓
Brown Financial Advisors203,658$1,005.66万3.81%40,263加仓
GOLDMAN SACHS GROUP INC201,263$993.84万0.00%201,263新建仓
W.G. Shaheen & Associates DBA Whitney & Co197,487$975.19万0.81%10,738加仓
MORGAN STANLEY192,376$949.96万0.00%-175,495减仓
Mariner, LLC190,761$941.98万0.01%23,744加仓
CAPTRUST FINANCIAL ADVISORS175,469$866.46万0.02%-751,640减仓
Motley Fool Wealth Management, LLC155,054$765.66万0.87%-50,422减仓
COMMONWEALTH EQUITY SERVICES, LLC148,987$735.70万0.01%144,137加仓
Vermillion & White Wealth Management Group, LLC143,193$707.09万4.07%108,817加仓
New Republic Capital, LLC138,900$685.89万2.31%28,643加仓
Compass Financial Group, Inc. (Ohio)123,300$608.85万4.46%27,991加仓
INTEGRATED CAPITAL MANAGEMENT, INC.120,380$594.44万3.95%-2,277减仓
Paladin Wealth, LLC109,238$539.42万3.71%11,170加仓
Lord & Richards Wealth Management, LLC104,954$518.26万4.55%-505减仓
Integrated Wealth Concepts LLC98,024$484.04万0.04%7,849加仓
MML INVESTORS SERVICES, LLC89,541$442.15万0.01%-27,601减仓
Global Wealth Management Investment Advisory, Inc.84,863$419.05万0.66%19,232加仓
MATHER GROUP, LLC.84,181$415.69万0.04%884加仓
Oregon Pacific Wealth Management, LLC76,988$380.17万3.97%51,648加仓
MARIPAU WEALTH MANAGEMENT LLC73,982$365.32万1.61%-1,962减仓
Cushing Capital Partners, LLC57,472$283.80万2.18%-4,155减仓
Mendel Money Management52,234$257.93万1.08%11,577加仓
Great Diamond Partners, LLC52,118$257.36万0.50%52,118新建仓
RITHOLTZ WEALTH MANAGEMENT42,849$211.59万0.04%42,849新建仓
UBS Group AG42,307$208.91万0.00%-15,197减仓
JANE STREET GROUP, LLC39,470$194.90万0.00%31,746加仓
OmniStar Financial Group, Inc.38,009$187.64万0.97%11,303加仓
Milestones Private Investment Advisors LLC32,887$162.40万1.43%718加仓
Tortoise Investment Management, LLC31,853$157.29万0.13%-413,882减仓
LPL Financial LLC31,357$154.84万0.00%17,567加仓
World Investment Advisors28,832$142.37万0.02%2,420加仓

内部人交易(Form 4)

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