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 🔒

2026Q2 买入最多

OSAIC HOLDINGS, INC.加仓$950.68万
Astoria Portfolio Advisors LLC.加仓$657.35万
Foundations Investment Advisors, LLC加仓$637.00万
Hobbs Group Advisors, LLC加仓$518.28万
Signal Advisors Wealth, LLC加仓$437.53万
Apollon Wealth Management, LLC新建仓$403.78万
Key Financial Inc新建仓$376.07万
Ashton Thomas Private Wealth, LLC新建仓$300.74万
ENVESTNET ASSET MANAGEMENT INC加仓$271.70万
Tailwinds Wealth, LLC加仓$249.45万
MML INVESTORS SERVICES, LLC加仓$232.38万
Compound Planning, Inc.加仓$213.40万
PARK AVENUE SECURITIES LLC加仓$191.38万
FIFTH THIRD BANCORP加仓$190.94万
Advocacy Wealth Management, LLC加仓$179.21万
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV加仓$160.91万
Mattson Financial Services, LLC加仓$133.71万
Mendel Money Management加仓$127.48万
Bank of New York Mellon Corp加仓$113.09万
Sound Income Strategies, LLC加仓$98.80万

2026Q2 卖出最多

CITADEL ADVISORS LLC减仓-$1,007.49万
GOLDMAN SACHS GROUP INC清仓-$993.84万
Motley Fool Wealth Management, LLC清仓-$765.66万
COMMONWEALTH EQUITY SERVICES, LLC减仓-$689.84万
CAPTRUST FINANCIAL ADVISORS减仓-$306.21万
JANE STREET GROUP, LLC清仓-$194.90万
Summit Financial, LLC清仓-$82.92万
FLOW TRADERS U.S. LLC清仓-$67.20万
MORGAN STANLEY减仓-$62.12万
Tortoise Investment Management, LLC减仓-$61.45万
EVERGREEN CAPITAL MANAGEMENT LLC减仓-$38.18万
LPL Financial LLC减仓-$33.98万
OLD MISSION CAPITAL LLC清仓-$29.85万
A4 Wealth Advisors LLC清仓-$21.75万
Waterfront Wealth Inc.清仓-$21.06万
Parallel Advisors, LLC减仓-$12.06万
RITHOLTZ WEALTH MANAGEMENT减仓-$6.99万
INTEGRATED CAPITAL MANAGEMENT, INC.减仓-$6.74万
Root Financial Partners, LLC清仓-$4.81万
Rockefeller Capital Management L.P.清仓-$4.73万

2026Q2 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 LLC3,081,101$1.51亿2.09%10,649加仓
OSAIC HOLDINGS, INC.1,109,346$5,445.72万0.06%193,663加仓
Advocacy Wealth Management, LLC1,084,082$5,321.70万1.93%36,507加仓
Foundations Investment Advisors, LLC766,994$3,765.14万0.39%129,763加仓
Bank of New York Mellon Corp750,310$3,683.23万0.01%23,038加仓
EVERGREEN CAPITAL MANAGEMENT LLC678,657$3,331.50万0.58%-7,777减仓
ENVESTNET ASSET MANAGEMENT INC535,147$2,627.01万0.01%55,347加仓
Astoria Portfolio Advisors LLC.453,096$2,224.22万3.75%133,908加仓
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV441,639$2,167.98万0.31%32,779加仓
Signal Advisors Wealth, LLC380,753$1,869.10万0.94%89,130加仓
Mattson Financial Services, LLC355,426$1,729.85万3.62%27,472加仓
PARK AVENUE SECURITIES LLC350,562$1,720.90万0.11%38,986加仓
Legacy CG, LLC340,863$1,673.28万4.28%6,713加仓
TPG Financial Advisors, LLC320,754$1,574.57万4.70%12,492加仓
Hobbs Group Advisors, LLC319,516$1,568.49万4.13%105,579加仓
Compound Planning, Inc.282,956$1,389.02万0.36%43,471加仓
AMI INVESTMENT MANAGEMENT INC257,109$1,262.14万2.68%8,983加仓
Savvy Advisors, Inc.248,073$1,217.78万0.26%16,254加仓
Brown Financial Advisors216,939$1,064.94万3.72%13,281加仓
W.G. Shaheen & Associates DBA Whitney & Co208,134$1,021.72万0.75%10,647加仓
Mariner, LLC193,432$949.55万0.01%2,671加仓
MORGAN STANLEY179,721$882.25万0.00%-12,655减仓
New Republic Capital, LLC155,313$762.42万1.76%16,413加仓
Vermillion & White Wealth Management Group, LLC149,982$738.77万3.74%6,789加仓
Compass Financial Group, Inc. (Ohio)142,818$701.09万4.69%19,518加仓
MML INVESTORS SERVICES, LLC136,879$671.93万0.01%47,338加仓
Paladin Wealth, LLC125,458$615.87万3.58%16,220加仓
INTEGRATED CAPITAL MANAGEMENT, INC.119,008$584.20万4.08%-1,372减仓
Integrated Wealth Concepts LLC113,763$558.46万0.03%15,739加仓
CAPTRUST FINANCIAL ADVISORS113,092$555.16万0.01%-62,377减仓
Lord & Richards Wealth Management, LLC111,171$545.74万4.27%6,217加仓
Layline Advisors, LLC88,370$433.80万3.89%——
MATHER GROUP, LLC.86,350$423.89万0.04%2,169加仓
Global Wealth Management Investment Advisory, Inc.86,194$423.12万0.60%1,331加仓
Apollon Wealth Management, LLC82,253$403.78万0.05%82,253新建仓
MARIPAU WEALTH MANAGEMENT LLC78,416$388.18万1.38%4,434加仓
Mendel Money Management78,202$383.90万1.41%25,968加仓
Oregon Pacific Wealth Management, LLC76,636$376.20万3.53%-352减仓
Key Financial Inc76,610$376.07万0.62%76,610新建仓
Tailwinds Wealth, LLC76,288$374.49万2.21%50,816加仓
PUFF WEALTH MANAGEMENT, LLC62,570$307.15万3.13%——
Ashton Thomas Private Wealth, LLC61,264$300.74万0.06%61,264新建仓
Cushing Capital Partners, LLC58,798$288.64万1.99%1,326加仓
Great Diamond Partners, LLC54,765$268.84万0.46%2,647加仓
FIFTH THIRD BANCORP44,648$219.17万0.00%38,896加仓
UBS Group AG43,298$212.55万0.00%991加仓
RITHOLTZ WEALTH MANAGEMENT41,426$203.36万0.03%-1,423减仓
OmniStar Financial Group, Inc.41,330$202.89万0.93%3,321加仓
Aptus Capital Advisors, LLC33,052$162.25万0.01%7,304加仓
Milestones Private Investment Advisors LLC32,861$161.31万1.28%-26减仓

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