Q2 2024 13F Holders as of 30 Jun 2024
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Type / Class
-
Equity / Exchange Traded Product
-
Shares outstanding
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6,034,255
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Number of holders
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41
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Total 13F shares, excl. options
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2,315,483
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Shares change
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+477,092
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Total reported value, excl. options
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$118,896,502
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Value change
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+$24,514,500
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Number of buys
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27
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Number of sells
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-9
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Price
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$51.39
Significant Holders of DoubleLine ETF Trust - Exchange Traded Product (DCRE) as of Q2 2024
44 filings reported holding DCRE - DoubleLine ETF Trust - Exchange Traded Product as of Q2 2024.
DoubleLine ETF Trust - Exchange Traded Product (DCRE) has 41 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 2,315,483 shares
of 6,034,255 outstanding shares and own 38.37% of the company stock.
Largest 10 shareholders include Gradient Investments LLC (360,345 shares), Sanctuary Advisors, LLC (315,504 shares), ENVESTNET ASSET MANAGEMENT INC (293,264 shares), Motley Fool Wealth Management, LLC (287,653 shares), Diversified, LLC (258,663 shares), Kathmere Capital Management, LLC (180,017 shares), Seascape Capital Management (138,037 shares), RAYMOND JAMES & ASSOCIATES (86,316 shares), LEAVELL INVESTMENT MANAGEMENT, INC. (72,790 shares), and Belpointe Asset Management LLC (38,248 shares).
This table shows the top 41 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.