Q1 2024 13F Holders as of 31 Mar 2024
-
Type / Class
-
Equity / MORTGAGE ETF
-
Total 13F shares
-
5,363,647
-
Share change
-
+1,615,232
-
Total reported value
-
$261,150,059
-
Price per share
-
$48.69
-
Number of holders
-
34
-
Value change
-
+$78,578,650
-
Number of buys
-
24
-
Number of sells
-
11
Institutional Holders of DOUBLELINE ETF TRUST - MORTGAGE ETF (DMBS) as of Q1 2024
As of 31 Mar 2024,
DOUBLELINE ETF TRUST - MORTGAGE ETF (DMBS) was held by
34 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
5,363,647 shares.
The largest 10 holders included
Gradient Investments LLC, Advocacy Wealth Management Services, LLC, Cerity Partners LLC, Congress Wealth Management LLC / DE /, ENVESTNET ASSET MANAGEMENT INC, Tortoise Investment Management, LLC, AMI INVESTMENT MANAGEMENT INC, W.G. Shaheen & Associates DBA Whitney & Co, INTEGRATED CAPITAL MANAGEMENT, INC., and Sugarloaf Wealth Management, LLC.
This page lists
35
institutional shareholders reporting positions in this security
for the Q1 2024 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.