Q4 2024 13F Holders as of 31 Dec 2024
-
Type / Class
-
Equity / OPPORTUNISTIC CO
-
Total 13F shares
-
7,409,175
-
Share change
-
+1,955,106
-
Total reported value
-
$336,962,308
-
Price per share
-
$45.29
-
Number of holders
-
64
-
Value change
-
+$89,871,389
-
Number of buys
-
37
-
Number of sells
-
17
Institutional Holders of DOUBLELINE ETF TRUST - OPPORTUNISTIC CO (DBND) as of Q4 2024
As of 31 Dec 2024,
DOUBLELINE ETF TRUST - OPPORTUNISTIC CO (DBND) was held by
64 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
7,409,175 shares.
The largest 10 holders included
Essential Planning, LLC., CWM, LLC, Seascape Capital Management, W.G. Shaheen & Associates DBA Whitney & Co, Boothe Investment Group, Inc., Cerity Partners LLC, ENVESTNET ASSET MANAGEMENT INC, Cravens & Co Advisors, LLC, One Capital Management, LLC, and Foundations Investment Advisors, LLC.
This page lists
66
institutional shareholders reporting positions in this security
for the Q4 2024 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.