Institutional Ownership Advisorshares Doubleline Value (DBLV)
This table provides information about the institutional ownership of Advisorshares Doubleline Value (DBLV). We have compiled data on the 25 institutions that hold shares in the stock, with a total of 66,255 shares, which have been reported (via 13F filing form) to have a value of $0.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
8,912
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 3.16%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
6,658
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 5.79%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Aug 14, 2025 Q2 2025 |
6,089
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 7.35%
|
|
|
Caerus Investment Advisors, LLC
|
Aug 14, 2025 Q2 2025 |
5,920
shares
|
$0
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
5,020
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 28.49%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
4,347
shares
|
$0
0.0% of portfolio
|
Q1 2024
Added 10.13%
|
|
|
Silverlake Wealth Management LLC
Williston, VT |
Apr 30, 2025 Q1 2025 |
4,037
shares
|
$0
0.17% of portfolio
|
Q1 2025
Added 2.51%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
3,759
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 0.45%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
3,518
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 12.99%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2025 Q2 2025 |
3,233
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 11.79%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
3,225
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 9.79%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Aug 14, 2025 Q2 2025 |
2,810
shares
|
$0
0.0% of portfolio
|
Q1 2024
Reduced 7.41%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
2,198
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 34.6%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Aug 11, 2025 Q2 2025 |
1,931
shares
|
$0
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2025 Q2 2025 |
1,606
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 15.34%
|
|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
732
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 9.91%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
620
shares
|
$0
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
483
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 0.63%
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
324
shares
|
$0
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Westside Investment Management, Inc.
|
Aug 05, 2025 Q2 2025 |
267
shares
|
$0
0.01% of portfolio
|
N/A
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
265
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
200
shares
|
$0
0.0% of portfolio
|
N/A
|
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
100
shares
|
$0
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
1
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|