Q3 2024 13F Holders as of 30 Sep 2024
-
Type / Class
-
Equity / Exchange Traded Product
-
Shares outstanding
-
10,088,216
-
Number of holders
-
36
-
Total 13F shares, excl. options
-
11,640,589
-
Shares change
-
+123,005
-
Total reported value, excl. options
-
$354,506,930
-
Value change
-
+$3,680,690
-
Number of buys
-
19
-
Number of sells
-
-14
-
Price
-
$29.59
Significant Holders of DoubleLine ETF Trust - Exchange Traded Product (CAPE) as of Q3 2024
38 filings reported holding CAPE - DoubleLine ETF Trust - Exchange Traded Product as of Q3 2024.
DoubleLine ETF Trust - Exchange Traded Product (CAPE) has 36 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 11,640,589 shares
.
Largest 10 shareholders include INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC (2,402,678 shares), UBS Group AG (2,266,510 shares), WADDELL & ASSOCIATES, LLC (1,973,909 shares), Socha Financial Group, LLC (1,851,841 shares), WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC (853,639 shares), Evensky & Katz LLC (591,164 shares), Santori & Peters, Inc. (264,802 shares), Clear Point Advisors Inc. (217,180 shares), Csenge Advisory Group (216,298 shares), and Foundations Investment Advisors, LLC (140,309 shares).
This table shows the top 36 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.