DoubleLine ETF Trust - Exchange Traded Product (DCRE)

Q1 2024 13F Holders as of 31 Mar 2024

Type / Class
Equity / Exchange Traded Product
Shares outstanding
6,034,255
Number of holders
31
Total 13F shares, excl. options
1,704,306
Shares change
-20,048
Total reported value, excl. options
$87,300,170
Value change
-$979,970
Number of buys
21
Number of sells
-13
Price
$51.25

Significant Holders of DoubleLine ETF Trust - Exchange Traded Product (DCRE) as of Q1 2024

36 filings reported holding DCRE - DoubleLine ETF Trust - Exchange Traded Product as of Q1 2024.
DoubleLine ETF Trust - Exchange Traded Product (DCRE) has 31 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC). These institutions hold a total of 1,704,306 shares of 6,034,255 outstanding shares and own 28.24% of the company stock.
Largest 10 shareholders include Gradient Investments LLC (304,483 shares), ENVESTNET ASSET MANAGEMENT INC (298,608 shares), Diversified, LLC (251,218 shares), KLR INVESTMENT ADVISORS, LLC (209,602 shares), Seascape Capital Management (129,229 shares), Kathmere Capital Management, LLC (112,798 shares), RAYMOND JAMES & ASSOCIATES (83,191 shares), LEAVELL INVESTMENT MANAGEMENT, INC. (53,737 shares), Family Management Corp (45,231 shares), and Royal Bank of Canada (37,959 shares).
This table shows the top 31 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.