Q1 2023 13F Holders as of 31 Mar 2023
-
Type / Class
-
Equity / OPPORTUNISTIC CO
-
Total 13F shares
-
2,308,941
-
Share change
-
+1,410,466
-
Total reported value
-
$107,824,139
-
Price per share
-
$46.70
-
Number of holders
-
29
-
Value change
-
+$65,867,839
-
Number of buys
-
23
-
Number of sells
-
6
Institutional Holders of DOUBLELINE ETF TRUST - OPPORTUNISTIC CO (DBND) as of Q1 2023
As of 31 Mar 2023,
DOUBLELINE ETF TRUST - OPPORTUNISTIC CO (DBND) was held by
29 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
2,308,941 shares.
The largest 10 holders included
Boothe Investment Group, Inc., W.G. Shaheen & Associates DBA Whitney & Co, Seascape Capital Management, Congress Wealth Management LLC / DE /, Aveo Capital Partners, LLC, Stewardship Advisors, LLC, Cravens & Co Advisors, LLC, Landmark Wealth Management, LLC, ENVESTNET ASSET MANAGEMENT INC, and Fortress Wealth Management, Inc..
This page lists
29
institutional shareholders reporting positions in this security
for the Q1 2023 filing period.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price
|
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.