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 24 institutions that hold shares in the stock, with a total of 69,459 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 |
Nov 12, 2025 Q3 2025 |
8,430
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 5.41%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
7,458
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 12.02%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
6,175
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 1.41%
|
|
|
Caerus Investment Advisors, LLC
|
Nov 19, 2025 Q3 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%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
4,761
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 196.45%
|
|
|
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 |
Oct 27, 2025 Q3 2025 |
3,841
shares
|
$0
0.12% of portfolio
|
Q3 2025
Reduced 4.86%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
3,515
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 0.09%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2025 Q3 2025 |
3,510
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 59.69%
|
|
|
Private Advisor Group, LLC
|
Nov 12, 2025 Q3 2025 |
3,225
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 9.79%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2025 Q3 2025 |
2,810
shares
|
$0
0.0% of portfolio
|
Q1 2024
Reduced 7.41%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
1,931
shares
|
$0
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Flow Traders U.S. LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
1,903
shares
|
$0
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
1,697
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 54.86%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Nov 05, 2025 Q3 2025 |
1,618
shares
|
$0
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
1,443
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 97.13%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
548
shares
|
$0
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Parallel Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
483
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 0.63%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
400
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 100.0%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
324
shares
|
$0
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
100
shares
|
$0
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2025
Closed
|
|