DoubleLine ETF Trust - EXCHANGE TRADED PRODUCT (DFVE)

Q4 2024 13F Holders as of 31 Dec 2024

Type / Class
Equity / EXCHANGE TRADED PRODUCT
Shares outstanding
539,627
Number of holders
8
Total 13F shares, excl. options
384,722
Shares change
+29,290
Total reported value, excl. options
$10,892,187
Value change
+$829,870
Number of buys
4
Number of sells
-2
Price
$28.31

Significant Holders of DoubleLine ETF Trust - EXCHANGE TRADED PRODUCT (DFVE) as of Q4 2024

8 filings reported holding DFVE - DoubleLine ETF Trust - EXCHANGE TRADED PRODUCT as of Q4 2024.
DoubleLine ETF Trust - EXCHANGE TRADED PRODUCT (DFVE) has 8 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC). These institutions hold a total of 384,722 shares of 539,627 outstanding shares and own 71.3% of the company stock.
Largest 9 shareholders include Foundations Investment Advisors, LLC (115,929 shares), CANTOR FITZGERALD, L. P. (63,000 shares), MORGAN STANLEY (60,000 shares), BARCLAYS PLC (60,000 shares), JPMORGAN CHASE & CO (55,223 shares), SUSQUEHANNA INTERNATIONAL GROUP, LLP (30,318 shares), OSAIC HOLDINGS, INC. (1,200 shares), Bangor Savings Bank (251 shares), and FMR LLC (1 shares).
This table shows the top 8 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.