Q3 2023 13F Holders as of 30 Sep 2023
-
Type / Class
-
Equity / OPPORTUNISTIC CO
-
Total 13F shares
-
3,835,516
-
Share change
-
+787,518
-
Total reported value
-
$169,216,672
-
Price per share
-
$44.12
-
Number of holders
-
43
-
Value change
-
+$34,381,340
-
Number of buys
-
36
-
Number of sells
-
5
Institutional Holders of DOUBLELINE ETF TRUST - OPPORTUNISTIC CO (DBND) as of Q3 2023
As of 30 Sep 2023,
DOUBLELINE ETF TRUST - OPPORTUNISTIC CO (DBND) was held by
43 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
3,835,516 shares.
The largest 10 holders included
CWM, LLC, Boothe Investment Group, Inc., Seascape Capital Management, W.G. Shaheen & Associates DBA Whitney & Co, Congress Wealth Management LLC / DE /, Stewardship Advisors, LLC, Cravens & Co Advisors, LLC, JANE STREET GROUP, LLC, ENVESTNET ASSET MANAGEMENT INC, and UBS Group AG.
This page lists
43
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.