Q2 2022 13F Holders as of 6/30/2022
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Type / Class
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Equity / Exchange Traded Product
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Shares outstanding
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10.1M
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Number of holders
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10
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Total 13F shares, excl. options
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1.6M
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Shares change
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+1.6M
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Total reported value, excl. options
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$33.3M
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Value change
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+$33.3M
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Number of buys
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10
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Price
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$20.79
Significant Holders of DoubleLine ETF Trust - Exchange Traded Product (CAPE) as of Q2 2022
10 filings reported holding CAPE - DoubleLine ETF Trust - Exchange Traded Product as of Q2 2022.
DoubleLine ETF Trust - Exchange Traded Product (CAPE) has 10 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 1.6M shares
of 10.1M outstanding shares and own 15.83% of the company stock.
Largest 10 shareholders include Socha Financial Group, LLC (1.42M shares), Cambridge Investment Research Advisors, Inc. (69K shares), BANK OF MONTREAL /CAN/ (44.4K shares), CITADEL ADVISORS LLC (21.8K shares), TMD Wealth Management, LLC (19.8K shares), WADDELL & ASSOCIATES, LLC (12.5K shares), Capital Analysts, LLC (2.63K shares), JPMORGAN CHASE & CO (1.06K shares), HARBOUR INVESTMENTS, INC. (400 shares), and BANK OF AMERICA CORP /DE/ (390 shares).
This table shows the top 10 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.