Q4 2022 13F Holders as of 31 Dec 2022
-
Type / Class
-
Equity / Exchange Traded Product
-
Shares outstanding
-
10,088,216
-
Total 13F shares
-
6,803,676
-
Share change
-
+2,407,894
-
Total reported value
-
$142,958,236
-
Price per share
-
$21.01
-
Number of holders
-
23
-
Value change
-
+$50,612,757
-
Number of buys
-
20
-
Number of sells
-
2
Institutional Holders of DoubleLine ETF Trust - Exchange Traded Product (CAPE) as of Q4 2022
As of 31 Dec 2022,
DoubleLine ETF Trust - Exchange Traded Product (CAPE) was held by
23 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
6,803,676 shares.
The largest 10 holders included
WADDELL & ASSOCIATES, LLC, Socha Financial Group, LLC, Evensky & Katz LLC, Transform Wealth, LLC, UBS Group AG, Kestra Advisory Services, LLC, Santori & Peters, Inc., Csenge Advisory Group, CITADEL ADVISORS LLC, and INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC.
This page lists
23
institutional shareholders reporting positions in this security
for the Q4 2022 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.