DoubleLine ETF Trust - Exchange Traded Product (CAPE)

43 filings reported holding CAPE - DoubleLine ETF Trust - Exchange Traded Product as of Q4 2024.
DoubleLine ETF Trust - Exchange Traded Product (CAPE) has 40 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC). These institutions hold a total of 8,802,877 shares of 10,088,216 outstanding shares and own 87.26% of the company stock.
Largest 10 shareholders include UBS Group AG (2,268,889 shares), WADDELL & ASSOCIATES, LLC (1,969,289 shares), STRAIGHTLINE GROUP LLC (1,009,918 shares), WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC (866,211 shares), Evensky & Katz LLC (579,390 shares), Foundations Investment Advisors, LLC (279,300 shares), Santori & Peters, Inc. (268,043 shares), Socha Financial Group, LLC (228,325 shares), Csenge Advisory Group (215,569 shares), and Clear Point Advisors Inc. (208,015 shares).
This table shows the top 40 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.