Q1 2023 13F Holders as of 31 Mar 2023
-
Type / Class
-
Equity / OPPORTUNISTIC CO
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Total 13F shares
-
2,308,941
-
Share change
-
+1,410,466
-
Total reported value
-
$107,824,139
-
Price per share
-
$46.70
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Number of holders
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29
-
Value change
-
+$65,867,864
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Number of buys
-
23
-
Number of sells
-
6
Institutional Holders of DOUBLELINE ETF TRUST - OPPORTUNISTIC CO (DBND) as of Q1 2023
As of 31 Mar 2023 DOUBLELINE ETF TRUST - OPPORTUNISTIC CO (DBND) had 29 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions held a total of 2,308,941 shares of stock of the company.
Largest 10 holders included Boothe Investment Group, Inc., W.G. Shaheen & Associates DBA Whitney & Co, Seascape Capital Management, Congress Wealth Management LLC / DE /, Aveo Capital Partners, LLC, Stewardship Advisors, LLC, Cravens & Co Advisors, LLC, Landmark Wealth Management, LLC, ENVESTNET ASSET MANAGEMENT INC, and Fortress Wealth Management, Inc..
This table shows 29 institutional shareholders of the security as of 31 Mar 2023.
| 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.