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 28 institutions that hold shares in the stock, with a total of 69,967 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 |
May 07, 2025 Q1 2025 |
9,203
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 5.83%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
7,067
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 0.65%
|
|
|
Caerus Investment Advisors, LLC
|
Apr 28, 2025 Q1 2025 |
5,920
shares
|
$0
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
May 15, 2025 Q1 2025 |
5,672
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 7.83%
|
|
|
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%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
4,043
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 11.36%
|
|
|
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
|
May 09, 2025 Q1 2025 |
3,776
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 0.51%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
3,665
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 79.57%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
3,575
shares
|
$0
0.0% of portfolio
|
Q4 2023
Reduced 29.56%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
3,361
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 35.74%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
May 15, 2025 Q1 2025 |
2,810
shares
|
$0
0.0% of portfolio
|
Q1 2024
Reduced 7.41%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
May 09, 2025 Q1 2025 |
1,931
shares
|
$0
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
1,897
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 275.91%
|
|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
666
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 72.26%
|
|
|
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%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
382
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
324
shares
|
$0
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
281
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 0.72%
|
|
|
Westside Investment Management, Inc.
|
Apr 25, 2025 Q1 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
|
May 13, 2025 Q1 2025 |
200
shares
|
$0
0.0% of portfolio
|
N/A
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
100
shares
|
$0
0.0% of portfolio
|
Q1 2024
New holding
|