Q2 2024 13F Holders as of 30 Jun 2024
-
Type / Class
-
Equity / MORTGAGE ETF
-
Number of holders
-
39
-
Total 13F shares, excl. options
-
5,489,399
-
Shares change
-
-168,671
-
Total reported value, excl. options
-
$264,839,796
-
Value change
-
-$8,145,931
-
Number of buys
-
24
-
Number of sells
-
-14
-
Price
-
$48.25
Significant Holders of DOUBLELINE ETF TRUST - MORTGAGE ETF (DMBS) as of Q2 2024
43 filings reported holding DMBS - DOUBLELINE ETF TRUST - MORTGAGE ETF as of Q2 2024.
DOUBLELINE ETF TRUST - MORTGAGE ETF (DMBS) has 39 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 5,489,399 shares
.
Largest 10 shareholders include Gradient Investments LLC (1,644,490 shares), Advocacy Wealth Management Services, LLC (801,898 shares), Congress Wealth Management LLC / DE / (494,382 shares), ENVESTNET ASSET MANAGEMENT INC (463,608 shares), Motley Fool Wealth Management, LLC (305,148 shares), Tortoise Investment Management, LLC (289,070 shares), Legacy CG, LLC (250,577 shares), AMI INVESTMENT MANAGEMENT INC (209,730 shares), W.G. Shaheen & Associates DBA Whitney & Co (147,391 shares), and Brown Financial Advisors (145,695 shares).
This table shows the top 39 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.