DoubleLine ETF Trust - Exchange Traded Product (CAPE)

35 filings reported holding CAPE - DoubleLine ETF Trust - Exchange Traded Product as of Q4 2023.
DoubleLine ETF Trust - Exchange Traded Product (CAPE) has 34 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC). These institutions hold a total of 9,645,334 shares of 10,088,216 outstanding shares and own 95.61% of the company stock.
Largest 10 shareholders include UBS Group AG (2,131,780 shares), WADDELL & ASSOCIATES, LLC (2,003,677 shares), Socha Financial Group, LLC (1,915,407 shares), WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC (845,782 shares), Evensky & Katz LLC (616,568 shares), Cambridge Investment Research Advisors, Inc. (534,042 shares), Santori & Peters, Inc. (287,432 shares), Clear Point Advisors Inc. (267,665 shares), Csenge Advisory Group (194,487 shares), and Transform Wealth, LLC (134,752 shares).
This table shows the top 34 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.

* 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.