Q4 2023 13F Holders as of 31 Dec 2023
-
Type / Class
-
Equity / MORTGAGE ETF
-
Total 13F shares
-
3,949,268
-
Share change
-
+1,981,898
-
Total reported value
-
$195,391,455
-
Price per share
-
$49.49
-
Number of holders
-
25
-
Value change
-
+$98,026,292
-
Number of buys
-
20
-
Number of sells
-
4
Institutional Holders of DOUBLELINE ETF TRUST - MORTGAGE ETF (DMBS) as of Q4 2023
As of 31 Dec 2023 DOUBLELINE ETF TRUST - MORTGAGE ETF (DMBS) had 25 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions held a total of 3,949,268 shares of stock of the company.
Largest 10 holders included Gradient Investments LLC, Cerity Partners LLC, Congress Wealth Management LLC / DE /, Tortoise Investment Management, LLC, Tortoise Investment Management, LLC, AMI INVESTMENT MANAGEMENT INC, AE Wealth Management LLC, JANE STREET GROUP, LLC, Integrated Wealth Concepts LLC, and Sugarloaf Wealth Management, LLC.
This table shows 25 institutional shareholders of the security as of 31 Dec 2023.
| 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.