DOUBLELINE ETF TRUST's ticker is and the CUSIP is 25861R105. A total of 32 filers reported holding DOUBLELINE ETF TRUST in Q2 2023. The put-call ratio across all filers is - and the average weighting 1.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $429,440 | +21.0% | 9,459 | +22.3% | 0.00% | – |
| Q1 2024 | $354,790 | -43.2% | 7,733 | -42.7% | 0.00% | – |
| Q4 2023 | $624,674 | +1.5% | 13,505 | -3.2% | 0.00% | -100.0% |
| Q3 2023 | $615,518 | +30.1% | 13,951 | +36.2% | 0.00% | – |
| Q2 2023 | $473,160 | -1.9% | 10,246 | -0.8% | 0.00% | – |
| Q1 2023 | $482,164 | -5.9% | 10,325 | -8.3% | 0.00% | – |
| Q4 2022 | $512,389 | – | 11,265 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Boothe Investment Group, Inc. | 624,634 | $29,170 | 15.54% |
| Cravens & Co Advisors, LLC | 156,862 | $7,325,251 | 6.84% |
| Seascape Capital Management | 267,082 | $12,472 | 6.36% |
| Stewardship Advisors, LLC | 157,474 | $7,353,831 | 2.82% |
| W.G. Shaheen & Associates DBA Whitney & Co | 349,902 | $16,339,964 | 2.59% |
| Landmark Wealth Management, LLC | 99,487 | $4,646 | 2.58% |
| Aveo Capital Partners, LLC | 233,816 | $10,918,903 | 1.46% |
| Andesa Financial Management Inc. | 63,382 | $1,754,663 | 0.90% |
| Fortress Wealth Management, Inc. | 25,990 | $1,213,701 | 0.85% |
| Congress Wealth Management LLC / DE / | 236,253 | $11,032,718 | 0.27% |