DOUBLELINE ETF TRUST's ticker is and the CUSIP is 25861R204. A total of 29 filers reported holding DOUBLELINE ETF TRUST in Q3 2023. The put-call ratio across all filers is - and the average weighting 1.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,479,363 | -7.0% | 146,833 | -4.1% | 0.01% | -9.1% |
| Q2 2023 | $3,742,596 | +4.2% | 153,105 | -3.3% | 0.01% | 0.0% |
| Q1 2023 | $3,590,646 | +36.6% | 158,294 | +26.3% | 0.01% | +37.5% |
| Q4 2022 | $2,627,915 | +17.8% | 125,319 | +12.4% | 0.01% | +14.3% |
| Q3 2022 | $2,231,000 | – | 111,486 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Socha Financial Group, LLC | 1,747,421 | $39,613,160 | 25.57% |
| WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC | 826,747 | $18,741,941 | 9.82% |
| WADDELL & ASSOCIATES, LLC | 2,254,571 | $51,109,993 | 7.99% |
| Santori & Peters, Inc. | 278,192 | $6,306,477 | 3.39% |
| HF Advisory Group, LLC | 128,729 | $2,918,228 | 2.59% |
| Evensky & Katz LLC | 663,815 | $15,048 | 1.22% |
| Csenge Advisory Group | 196,073 | $4,444,882 | 0.32% |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 86,009 | $1,949,781 | 0.28% |
| Transform Wealth, LLC | 122,453 | $2,775,938 | 0.26% |
| StoneX Group Inc. | 67,944 | $1,540 | 0.21% |