Q4 2024 13F Holders as of 31 Dec 2024
-
Type / Class
-
Equity / MORTGAGE ETF
-
Total 13F shares
-
7,687,862
-
Share change
-
+673,752
-
Total reported value
-
$369,976,977
-
Price per share
-
$48.10
-
Number of holders
-
57
-
Value change
-
+$32,382,841
-
Number of buys
-
32
-
Number of sells
-
24
Institutional Holders of DOUBLELINE ETF TRUST - MORTGAGE ETF (DMBS) as of Q4 2024
As of 31 Dec 2024,
DOUBLELINE ETF TRUST - MORTGAGE ETF (DMBS) was held by
57 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
7,687,862 shares.
The largest 10 holders included
Gradient Investments LLC, COBBLESTONE CAPITAL ADVISORS LLC /NY/, Congress Wealth Management LLC / DE /, ENVESTNET ASSET MANAGEMENT INC, PARK AVENUE SECURITIES LLC, Tortoise Investment Management, LLC, Motley Fool Wealth Management, LLC, Legacy CG, LLC, EVERGREEN CAPITAL MANAGEMENT LLC, and AMI INVESTMENT MANAGEMENT INC.
This page lists
57
institutional shareholders reporting positions in this security
for the Q4 2024 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.