Q1 2025 13F Holders as of 31 Mar 2025
-
Type / Class
-
Equity / OPPORTUNISTIC CO
-
Total 13F shares
-
7,054,241
-
Share change
-
-470,832
-
Total reported value
-
$325,684,065
-
Price per share
-
$46.17
-
Number of holders
-
71
-
Value change
-
-$21,695,036
-
Number of buys
-
39
-
Number of sells
-
26
Institutional Holders of DOUBLELINE ETF TRUST - OPPORTUNISTIC CO (DBND) as of Q1 2025
As of 31 Mar 2025,
DOUBLELINE ETF TRUST - OPPORTUNISTIC CO (DBND) was held by
71 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
7,054,241 shares.
The largest 10 holders included
CWM, LLC, Boothe Investment Group, Inc., UBS Group AG, Seascape Capital Management, W.G. Shaheen & Associates DBA Whitney & Co, Benchmark Financial Wealth Advisors, LLC, ENVESTNET ASSET MANAGEMENT INC, Cerity Partners LLC, Foundations Investment Advisors, LLC, and Cravens & Co Advisors, LLC.
This page lists
71
institutional shareholders reporting positions in this security
for the Q1 2025 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.