Grundlæggende statistik
| Institutionelle ejere | 76 total, 76 long only, 0 short only, 0 long/short - change of 5,56% MRQ |
| Gennemsnitlig porteføljeallokering | 0.8728 % - change of 0,08% MRQ |
| Institutionelle aktier (lange) | 8.512.284 (ex 13D/G) - change of 1,46MM shares 20,79% MRQ |
| Institutionel værdi (lang) | $ 292.336 USD ($1000) |
Institutionelt ejerskab og aktionærer
DoubleLine ETF Trust - DoubleLine Opportunistic Core Bond ETF (US:DBND) har 76 institutionelle ejere og aktionærer, der har indsendt 13D/G- eller 13F-formularer til Securities Exchange Commission (SEC). Disse institutioner har i alt 8,512,284 aktier. Største aktionærer omfatter Cwm, Llc, Seascape Capital Management, Boothe Investment Group, Inc., UBS Group AG, W.G. Shaheen & Associates DBA Whitney & Co, Raymond James Financial Inc, Foundations Investment Advisors, LLC, Benchmark Financial Wealth Advisors, LLC, Envestnet Asset Management Inc, and Cerity Partners LLC .
DoubleLine ETF Trust - DoubleLine Opportunistic Core Bond ETF (ARCA:DBND) institutionel ejerskabsstruktur viser aktuelle positioner i virksomheden efter institutioner og fonde, samt seneste ændringer i positionsstørrelse. Større aktionærer kan omfatte individuelle investorer, investeringsforeninger, hedgefonde eller institutioner. Skema 13D angiver, at investoren besidder (eller besidder) mere end 5 % af virksomheden og har til hensigt (eller har til hensigt at) aktivt at forfølge en ændring i forretningsstrategi. Skema 13G indikerer en passiv investering på over 5%.
The share price as of September 16, 2025 is 46,76 / share. Previously, on September 17, 2024, the share price was 47,53 / share. This represents a decline of 1,62% over that period.
Fondens stemningsscore
Fund Sentiment Score (fka Ownership Accumulation Score) finder de aktier, der bliver mest købt af fonde. Det er resultatet af en sofistikeret, multi-faktor kvantitativ model, der identificerer virksomheder med de højeste niveauer af institutionel akkumulering. Scoringsmodellen bruger en kombination af den samlede stigning i oplyste ejere, ændringerne i porteføljeallokeringer i disse ejere og andre målinger. Tallet går fra 0 til 100, hvor højere tal indikerer et højere niveau af akkumulering for sine jævnaldrende, og 50 er gennemsnittet.
Opdateringsfrekvens: Dagligt
Se Ownership Explorer, som giver en liste over højest rangerende virksomheder.
Institutionel Put/Call-forhold
Ud over at indberette standardaktie- og gældsudstedelser skal institutter med mere end 100 mill. aktiver under forvaltning også oplyse deres put- og call-optionsbeholdninger. Da salgsoptioner generelt indikerer negativ stemning, og købsoptioner indikerer positiv stemning, kan vi få en fornemmelse af den overordnede institutionelle stemning ved at plotte forholdet mellem put og kald. Diagrammet til højre viser det historiske put/call-forhold for dette instrument.
Brug af Put/Call Ratio som en indikator for investorernes stemning overvinder en af de vigtigste mangler ved at bruge totalt institutionelt ejerskab, som er, at en betydelig mængde af aktiver under forvaltning investeres passivt for at spore indekser. Passivt forvaltede fonde køber typisk ikke optioner, så indikatoren for put/call-forholdet følger mere nøje følelsen af aktivt forvaltede fonde.
13F og NPORT arkivering
Detaljer om 13F-arkivering er gratis. Detaljer om NP-ansøgninger kræver et premium-medlemskab. Grønne rækker angiver nye positioner. Røde rækker angiver lukkede positioner. Klik på linket ikon for at se den fulde transaktionshistorik.
Opgrader
for at låse premium-data op og eksportere til Excel 
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| Fil dato | Kilde | Investor | Type | Gennemsnitlig pris (Øst) |
Aktier | Δ Aktier (%) |
Rapporteret Værdi ($1000) |
Δ Værdi (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-05-15 | 13F | Minot DeBlois Advisors LLC | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 142.702 | 11,16 | 7 | 20,00 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 10.643 | -5,81 | 0 | |||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 100.599 | 2,97 | 4.652 | 3,13 | ||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 8.980 | 0,00 | 415 | 1,72 | ||||
| 2025-08-11 | 13F | One Capital Management, LLC | 195.102 | 1,10 | 9.022 | 1,25 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 1.106.231 | -0,26 | 51 | 0,00 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 77.112 | 54,05 | 3.566 | 54,26 | ||||
| 2025-08-12 | 13F | Cravens & Co Advisors, LLC | 212.011 | 0,09 | 9.803 | 0,24 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 560 | 0,00 | 0 | |||||
| 2025-08-05 | 13F | W.G. Shaheen & Associates DBA Whitney & Co | 486.184 | 6,48 | 22.481 | 6,64 | ||||
| 2025-07-23 | 13F | Clear Creek Financial Management, LLC | 5.165 | 239 | ||||||
| 2025-08-04 | 13F | Assetmark, Inc | 51 | -57,50 | 2 | -60,00 | ||||
| 2025-08-08 | 13F | L & S Advisors Inc | 31.930 | 0,00 | 1.476 | 0,14 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 23.197 | 16,72 | 1.073 | 16,90 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 2.046 | 0,00 | 95 | 0,00 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 26.022 | 8,90 | 1.199 | 8,90 | ||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 14.140 | 0,00 | 653 | 0,00 | ||||
| 2025-08-05 | 13F | Beckerman Institutional, LLC | 188.922 | 7,83 | 9 | 0,00 | ||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 5.580 | 257 | ||||||
| 2025-08-14 | 13F | Essential Planning, LLC. | 25.437 | -3,11 | 1.176 | -2,97 | ||||
| 2025-08-14 | 13F | Aprio Wealth Management, LLC | 160.799 | 47,45 | 7.435 | 47,70 | ||||
| 2025-09-04 | 13F | Beacon Capital Management, Inc. | 3.579 | 165 | ||||||
| 2025-07-15 | 13F | Optima Capital Llc | 156.070 | 13,18 | 7.217 | 13,35 | ||||
| 2025-07-01 | 13F | Stonehearth Capital Management, LLC | 7.573 | 1,32 | 350 | 1,45 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 393.834 | 81,10 | 18.211 | 81,37 | ||||
| 2025-07-30 | 13F | Clifford Swan Investment Counsel Llc | 8.600 | 0,00 | 398 | 0,00 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 10.403 | -11,86 | 481 | -11,58 | ||||
| 2025-08-07 | 13F | Panoramic Investment Advisors, Llc | 12.175 | 0,00 | 563 | 0,00 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 0 | -100,00 | 0 | |||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 348.913 | 4,18 | 16.134 | 4,33 | ||||
| 2025-08-04 | 13F | Bristlecone Advisors, LLC | 52.670 | 20,45 | 2.435 | 20,66 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 495 | 0,00 | 23 | 0,00 | ||||
| 2025-08-14 | 13F | Principia Wealth Advisory, LLC | 9.600 | 11,43 | 444 | 13,30 | ||||
| 2025-07-15 | 13F | Hippocratic Financial Advisors, LLC | 141.462 | 6.541 | ||||||
| 2025-07-25 | 13F | Landmark Wealth Management, LLC | 126.795 | -1,43 | 6 | 0,00 | ||||
| 2025-08-04 | 13F | Premier Path Wealth Partners, LLC | 135.838 | 4,24 | 6.281 | 4,40 | ||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 132.691 | 6.136 | ||||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 89 | 4 | ||||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 503 | 3.769,23 | 23 | |||||
| 2025-07-23 | 13F | Fortis Advisors, LLC | 158.102 | -2,29 | 7.311 | -2,14 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 0 | -100,00 | 0 | |||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 26.022 | 8,90 | 1.203 | 9,07 | ||||
| 2025-08-14 | 13F | UBS Group AG | 568.329 | 3,55 | 26.280 | 3,71 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 6.338 | 15,59 | 0 | |||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 500 | 0,00 | 23 | 0,00 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 1 | 0,00 | 0 | |||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 0 | -100,00 | 0 | |||||
| 2025-04-23 | 13F | PMV Capital Advisers, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-27 | 13F | Barnes Wealth Management Group, Inc | 10.157 | 0,18 | 470 | 0,21 | ||||
| 2025-04-30 | 13F | Parr Mcknight Wealth Management Group, Llc | 0 | -100,00 | 0 | |||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 7.350 | 11,38 | 340 | 11,51 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 43.570 | -2,26 | 2.015 | -2,09 | ||||
| 2025-08-14 | 13F | Comerica Bank | 11.070 | 0,00 | 512 | 0,00 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 6.803 | 0,00 | 315 | 0,00 | ||||
| 2025-08-06 | 13F | Entrewealth, Llc | 22.528 | 1.042 | ||||||
| 2025-08-04 | 13F | Atria Investments Llc | 0 | -100,00 | 0 | |||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 11.756 | 1,49 | 544 | 1,69 | ||||
| 2025-07-30 | 13F | BlueChip Wealth Advisors LLC | 58.836 | -14,77 | 2.721 | -14,65 | ||||
| 2025-08-08 | 13F | Tortoise Investment Management, LLC | 290 | -27,50 | 13 | -27,78 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 279.464 | -1,98 | 12.922 | -1,83 | ||||
| 2025-07-29 | 13F | SilverOak Wealth Management LLC | 26.924 | 1,78 | 1.245 | 1,88 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 394.891 | 289,96 | 18.260 | 290,57 | ||||
| 2025-08-08 | 13F | Austin Wealth Management, LLC | 85.418 | 3.921 | ||||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 177.754 | 8.219 | ||||||
| 2025-07-28 | 13F | Cornerstone Wealth Group, LLC | 45.872 | -6,28 | 2.121 | -6,11 | ||||
| 2025-04-14 | 13F | Bangor Savings Bank | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-07-10 | 13F | Stewardship Advisors, LLC | 5.446 | 0,00 | 252 | 0,00 | ||||
| 2025-08-18 | 13F | Hollencrest Capital Management | 1.369 | 0,00 | 63 | 0,00 | ||||
| 2025-09-09 | 13F | NWF Advisory Services Inc. | 5.580 | 258 | ||||||
| 2025-07-16 | 13F | Beaumont Financial Advisors, LLC | 25.019 | 0,63 | 1.157 | 0,78 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 0 | -100,00 | 0 | |||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 8.776 | -4,36 | 0 | |||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 59 | -63,58 | 3 | -71,43 | ||||
| 2025-08-12 | 13F | Waddell & Associates, Llc | 182.433 | -2,45 | 8.436 | -2,30 | ||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 121.193 | 30,16 | 5.604 | 30,36 | ||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 109.569 | 107,97 | 5.066 | 108,31 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 5.882 | 3,90 | 272 | 3,83 | ||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 24.074 | -27,07 | 1.113 | -26,97 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 0 | -100,00 | 0 | |||||
| 2025-08-11 | 13F | Beaumont Capital Management, LLC | 29.396 | 37,42 | 1.359 | 37,69 | ||||
| 2025-07-31 | 13F | Boothe Investment Group, Inc. | 593.523 | 6,94 | 27.445 | 7,10 | ||||
| 2025-08-05 | 13F | Benchmark Financial Wealth Advisors, LLC | 367.708 | 8,04 | 17.003 | 8,20 | ||||
| 2025-07-25 | 13F | Northwest Capital Management Inc | 273 | 13,28 | 13 | 9,09 | ||||
| 2025-08-05 | 13F | Elyxium Wealth, LLC | 125.539 | 387,11 | 5.805 | 388,14 | ||||
| 2025-07-14 | 13F | Seascape Capital Management | 599.767 | 10,70 | 28 | 8,00 |
