DoubleLine ETF Trust - Exchange Traded Product (CAPE)

34 filings reported holding CAPE - DoubleLine ETF Trust - Exchange Traded Product as of Q1 2024.
DoubleLine ETF Trust - Exchange Traded Product (CAPE) has 33 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC). These institutions hold a total of 9,220,332 shares of 10,088,216 outstanding shares and own 91.4% of the company stock.
Largest 10 shareholders include UBS Group AG (2,218,363 shares), WADDELL & ASSOCIATES, LLC (1,953,979 shares), Socha Financial Group, LLC (1,910,318 shares), WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC (851,103 shares), Evensky & Katz LLC (606,677 shares), Santori & Peters, Inc. (285,807 shares), Clear Point Advisors Inc. (264,850 shares), Csenge Advisory Group (211,928 shares), Cambridge Investment Research Advisors, Inc. (142,735 shares), and HF Advisory Group, LLC (96,828 shares).
This table shows the top 33 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.