Q3 2022 13F Holders as of 30 Sep 2022
-
Type / Class
-
Equity / Exchange Traded Product
-
Shares outstanding
-
10,088,216
-
Number of holders
-
14
-
Total 13F shares, excl. options
-
4,280,484
-
Shares change
-
+2,683,452
-
Total reported value, excl. options
-
$85,757,520
-
Value change
-
+$53,651,819
-
Number of buys
-
10
-
Number of sells
-
-3
-
Price
-
$20
Significant Holders of DoubleLine ETF Trust - Exchange Traded Product (CAPE) as of Q3 2022
16 filings reported holding CAPE - DoubleLine ETF Trust - Exchange Traded Product as of Q3 2022.
DoubleLine ETF Trust - Exchange Traded Product (CAPE) has 14 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 4,280,484 shares
of 10,088,216 outstanding shares and own 42.43% of the company stock.
Largest 10 shareholders include WADDELL & ASSOCIATES, LLC (2,190,636 shares), Socha Financial Group, LLC (1,614,926 shares), KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC (111,486 shares), Csenge Advisory Group (100,924 shares), Cambridge Investment Research Advisors, Inc. (77,405 shares), INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC (50,785 shares), BANK OF MONTREAL /CAN/ (44,629 shares), Evensky & Katz LLC (24,624 shares), Arete Wealth Advisors, LLC (22,502 shares), and TMD Wealth Management, LLC (21,710 shares).
This table shows the top 14 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.