W.G. Shaheen & Associates DBA Whitney & Co - DOUBLELINE ETF TRUST ownership

DOUBLELINE ETF TRUST's ticker is and the CUSIP is 25861R105. A total of 51 filers reported holding DOUBLELINE ETF TRUST in Q2 2024. The put-call ratio across all filers is - and the average weighting 0.8%.

Quarter-by-quarter ownership
W.G. Shaheen & Associates DBA Whitney & Co ownership history of DOUBLELINE ETF TRUST
ValueSharesWeighting
Q2 2024$18,702,059
+0.2%
411,938
+1.3%
2.15%
-3.4%
Q1 2024$18,656,347
+3.8%
406,634
+4.7%
2.22%
-4.3%
Q4 2023$17,970,816
+12.5%
388,516
+7.3%
2.32%
-3.0%
Q3 2023$15,979,448
-3.2%
362,182
+1.3%
2.40%
+1.0%
Q2 2023$16,514,066
+1.1%
357,602
+2.2%
2.38%
-8.3%
Q1 2023$16,339,964
+189.5%
349,902
+182.0%
2.59%
+150.0%
Q4 2022$5,643,477124,0731.04%
Other shareholders
DOUBLELINE ETF TRUST shareholders Q2 2024
NameSharesValueWeighting ↓
Seascape Capital Management 492,575$22,3638.34%
Boothe Investment Group, Inc. 360,314$16,1897.50%
Cravens & Co Advisors, LLC 212,845$9,663,2057.17%
Landmark Wealth Management, LLC 123,040$5,5864.35%
Fortis Advisors, LLC 115,938$5,263,6033.50%
W.G. Shaheen & Associates DBA Whitney & Co 411,938$18,702,0592.15%
WADDELL & ASSOCIATES, LLC 184,570$8,379,5341.10%
Beaumont Capital Management, LLC 26,945$1,223,3220.96%
Premier Path Wealth Partners, LLC 104,361$4,738,0100.81%
Aprio Wealth Management, LLC 77,275$3,508,3180.64%
View complete list of DOUBLELINE ETF TRUST shareholders