Q4 2022 13F Holders as of 31 Dec 2022
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Type / Class
-
Equity / Exchange Traded Product
-
Shares outstanding
-
10,088,216
-
Number of holders
-
22
-
Total 13F shares, excl. options
-
6,734,158
-
Shares change
-
+2,335,861
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Total reported value, excl. options
-
$141,497,663
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Value change
-
+$49,098,333
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Number of buys
-
18
-
Number of sells
-
-2
-
Price
-
$21.01
Significant Holders of DoubleLine ETF Trust - Exchange Traded Product (CAPE) as of Q4 2022
24 filings reported holding CAPE - DoubleLine ETF Trust - Exchange Traded Product as of Q4 2022.
DoubleLine ETF Trust - Exchange Traded Product (CAPE) has 22 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 6,734,158 shares
of 10,088,216 outstanding shares and own 66.75% of the company stock.
Largest 10 shareholders include WADDELL & ASSOCIATES, LLC (2,257,880 shares), Socha Financial Group, LLC (1,716,817 shares), Evensky & Katz LLC (793,186 shares), Transform Wealth, LLC (259,548 shares), UBS Group AG (225,527 shares), Kestra Advisory Services, LLC (218,740 shares), Santori & Peters, Inc. (210,421 shares), Csenge Advisory Group (202,220 shares), CITADEL ADVISORS LLC (144,801 shares), and INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC (134,235 shares).
This table shows the top 22 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.