Q2 2024 13F Holders as of 30 Jun 2024
-
Type / Class
-
Equity / Exchange Traded Product
-
Shares outstanding
-
10,088,216
-
Number of holders
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34
-
Total 13F shares, excl. options
-
9,196,105
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Shares change
-
-36,815
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Total reported value, excl. options
-
$254,930,936
-
Value change
-
-$1,035,950
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Number of buys
-
17
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Number of sells
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-20
-
Price
-
$27.72
Significant Holders of DoubleLine ETF Trust - Exchange Traded Product (CAPE) as of Q2 2024
41 filings reported holding CAPE - DoubleLine ETF Trust - Exchange Traded Product as of Q2 2024.
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 9,196,105 shares
of 10,088,216 outstanding shares and own 91.16% of the company stock.
Largest 10 shareholders include UBS Group AG (2,200,454 shares), WADDELL & ASSOCIATES, LLC (1,952,955 shares), Socha Financial Group, LLC (1,859,817 shares), WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC (853,331 shares), Evensky & Katz LLC (593,745 shares), Santori & Peters, Inc. (279,426 shares), Clear Point Advisors Inc. (219,122 shares), Csenge Advisory Group (216,162 shares), Cambridge Investment Research Advisors, Inc. (108,515 shares), and SUSQUEHANNA INTERNATIONAL GROUP, LLP (106,203 shares).
This table shows the top 34 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.