DoubleLine ETF Trust - Exchange Traded Product (CAPE)

34 filings reported holding CAPE - DoubleLine ETF Trust - Exchange Traded Product as of Q1 2024.
DoubleLine ETF Trust - Exchange Traded Product (CAPE) has 33 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC). These institutions hold a total of 9.22M shares of 10.1M outstanding shares and own 91.4% of the company stock.
Largest 10 shareholders include UBS Group AG (2.22M shares), WADDELL & ASSOCIATES, LLC (1.95M shares), Socha Financial Group, LLC (1.91M shares), WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC (851K shares), Evensky & Katz LLC (607K shares), Santori & Peters, Inc. (286K shares), Clear Point Advisors Inc. (265K shares), Csenge Advisory Group (212K shares), Cambridge Investment Research Advisors, Inc. (143K shares), and HF Advisory Group, LLC (96.8K shares).
This table shows the top 33 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.

* 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.