Q3 2023 13F Holders as of 30 Sep 2023
-
Type / Class
-
Equity / MORTGAGE ETF
-
Total 13F shares
-
1,967,370
-
Share change
-
-109,988
-
Total reported value
-
$92,495,706
-
Price per share
-
$47.01
-
Number of holders
-
9
-
Value change
-
-$5,171,075
-
Number of buys
-
7
-
Number of sells
-
1
Institutional Holders of DOUBLELINE ETF TRUST - MORTGAGE ETF (DMBS) as of Q3 2023
As of 30 Sep 2023,
DOUBLELINE ETF TRUST - MORTGAGE ETF (DMBS) was held by
9 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
1,967,370 shares.
The largest 9 holders included
Gradient Investments LLC, Sugarloaf Wealth Management, LLC, Cravens & Co Advisors, LLC, SeaBridge Investment Advisors LLC, JANE STREET GROUP, LLC, Mutual Advisors, LLC, Ancora Advisors, LLC, HARBOR INVESTMENT ADVISORY, LLC, and UBS Group AG.
This page lists
9
institutional shareholders reporting positions in this security
for the Q3 2023 filing period.
| 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.