DoubleLine ETF Trust - Exchange Traded Product (CAPE)

44 filings reported holding CAPE - DoubleLine ETF Trust - Exchange Traded Product as of Q1 2025.
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 6,639,884 shares of 10,088,216 outstanding shares and own 65.82% of the company stock.
Largest 10 shareholders include WADDELL & ASSOCIATES, LLC (1,982,264 shares), STRAIGHTLINE GROUP LLC (961,068 shares), WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC (867,953 shares), Evensky & Katz LLC (555,300 shares), UBS Group AG (309,892 shares), Foundations Investment Advisors, LLC (285,712 shares), Santori & Peters, Inc. (257,690 shares), Clear Point Advisors Inc. (167,108 shares), Cambridge Investment Research Advisors, Inc. (122,814 shares), and HF Advisory Group, LLC (113,913 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.