Q2 2022 13F Holders as of 30 Jun 2022
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Type / Class
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Equity / Exchange Traded Product
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Shares outstanding
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10,088,216
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Number of holders
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10
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Total 13F shares, excl. options
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1,596,793
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Shares change
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+1,552,403
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Total reported value, excl. options
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$33,289,301
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Value change
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+$32,274,302
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Number of buys
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9
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Price
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$20.79
Significant Holders of DoubleLine ETF Trust - Exchange Traded Product (CAPE) as of Q2 2022
10 filings reported holding CAPE - DoubleLine ETF Trust - Exchange Traded Product as of Q2 2022.
DoubleLine ETF Trust - Exchange Traded Product (CAPE) has 10 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 1,596,793 shares
of 10,088,216 outstanding shares and own 15.83% of the company stock.
Largest 10 shareholders include Socha Financial Group, LLC (1,424,786 shares), Cambridge Investment Research Advisors, Inc. (68,998 shares), BANK OF MONTREAL /CAN/ (44,390 shares), CITADEL ADVISORS LLC (21,830 shares), TMD Wealth Management, LLC (19,824 shares), WADDELL & ASSOCIATES, LLC (12,487 shares), Capital Analysts, LLC (2,625 shares), JPMORGAN CHASE & CO (1,063 shares), HARBOUR INVESTMENTS, INC. (400 shares), and BANK OF AMERICA CORP /DE/ (390 shares).
This table shows the top 10 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| 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.