Q2 2023 13F Holders as of 30 Jun 2023
-
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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26
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Total 13F shares, excl. options
-
7,505,265
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Shares change
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+133,317
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Total reported value, excl. options
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$183,798,535
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Value change
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+$3,379,815
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Number of buys
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14
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Number of sells
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-12
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Price
-
$24.49
Significant Holders of DoubleLine ETF Trust - Exchange Traded Product (CAPE) as of Q2 2023
31 filings reported holding CAPE - DoubleLine ETF Trust - Exchange Traded Product as of Q2 2023.
DoubleLine ETF Trust - Exchange Traded Product (CAPE) has 26 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 7,505,265 shares
of 10,088,216 outstanding shares and own 74.4% of the company stock.
Largest 10 shareholders include WADDELL & ASSOCIATES, LLC (2,254,741 shares), Socha Financial Group, LLC (1,900,799 shares), WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC (827,175 shares), Evensky & Katz LLC (627,640 shares), Cambridge Investment Research Advisors, Inc. (388,223 shares), Santori & Peters, Inc. (282,504 shares), Csenge Advisory Group (195,215 shares), UBS Group AG (179,388 shares), KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC (153,105 shares), and StoneX Group Inc. (130,211 shares).
This table shows the top 26 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.