Q2 2024 13F Holders as of 30 Jun 2024
-
Type / Class
-
Equity / MORTGAGE ETF
-
Total 13F shares
-
5,482,337
-
Share change
-
-170,045
-
Total reported value
-
$264,499,054
-
Price per share
-
$48.25
-
Number of holders
-
38
-
Value change
-
-$8,212,242
-
Number of buys
-
23
-
Number of sells
-
14
Institutional Holders of DOUBLELINE ETF TRUST - MORTGAGE ETF (DMBS) as of Q2 2024
As of 30 Jun 2024,
DOUBLELINE ETF TRUST - MORTGAGE ETF (DMBS) was held by
38 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
5,482,337 shares.
The largest 10 holders included
Gradient Investments LLC, Advocacy Wealth Management Services, LLC, Congress Wealth Management LLC / DE /, ENVESTNET ASSET MANAGEMENT INC, Motley Fool Wealth Management, LLC, Tortoise Investment Management, LLC, Legacy CG, LLC, AMI INVESTMENT MANAGEMENT INC, W.G. Shaheen & Associates DBA Whitney & Co, and Brown Financial Advisors.
This page lists
39
institutional shareholders reporting positions in this security
for the Q2 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.