Q1 2024 13F Holders as of 31 Mar 2024
-
Type / Class
-
Equity / MORTGAGE ETF
-
Number of holders
-
35
-
Total 13F shares, excl. options
-
5,369,335
-
Shares change
-
+1,620,921
-
Total reported value, excl. options
-
$261,427,025
-
Value change
-
+$78,855,653
-
Number of buys
-
26
-
Number of sells
-
-11
-
Price
-
$48.69
Significant Holders of DOUBLELINE ETF TRUST - MORTGAGE ETF (DMBS) as of Q1 2024
40 filings reported holding DMBS - DOUBLELINE ETF TRUST - MORTGAGE ETF as of Q1 2024.
DOUBLELINE ETF TRUST - MORTGAGE ETF (DMBS) has 35 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 5,369,335 shares
.
Largest 10 shareholders include Gradient Investments LLC (1,978,094 shares), Advocacy Wealth Management Services, LLC (788,808 shares), Cerity Partners LLC (576,967 shares), Congress Wealth Management LLC / DE / (483,664 shares), ENVESTNET ASSET MANAGEMENT INC (465,540 shares), Tortoise Investment Management, LLC (252,060 shares), AMI INVESTMENT MANAGEMENT INC (197,471 shares), W.G. Shaheen & Associates DBA Whitney & Co (141,131 shares), INTEGRATED CAPITAL MANAGEMENT, INC. (123,080 shares), and Sugarloaf Wealth Management, LLC (59,232 shares).
This table shows the top 35 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.