Q1 2023 13F Holders as of 31 Mar 2023
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Type / Class
-
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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28
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Total 13F shares, excl. options
-
7,371,948
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Shares change
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+637,790
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Total reported value, excl. options
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$167,119,899
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Value change
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+$14,458,414
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Number of buys
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13
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Number of sells
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-11
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Price
-
$22.67
Significant Holders of DoubleLine ETF Trust - Exchange Traded Product (CAPE) as of Q1 2023
28 filings reported holding CAPE - DoubleLine ETF Trust - Exchange Traded Product as of Q1 2023.
DoubleLine ETF Trust - Exchange Traded Product (CAPE) has 28 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 7,371,948 shares
of 10,088,216 outstanding shares and own 73.07% of the company stock.
Largest 10 shareholders include WADDELL & ASSOCIATES, LLC (2,254,571 shares), Socha Financial Group, LLC (1,747,421 shares), WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC (826,747 shares), Evensky & Katz LLC (663,815 shares), Cambridge Investment Research Advisors, Inc. (383,165 shares), Santori & Peters, Inc. (278,192 shares), Csenge Advisory Group (196,073 shares), UBS Group AG (164,959 shares), KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC (158,294 shares), and HF Advisory Group, LLC (128,729 shares).
This table shows the top 28 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.