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 | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $1,897,370 | +42.3% | 71,519 | +27.0% | 0.05% | +29.7% |
| Q3 2023 | $1,333,421 | +14.0% | 56,334 | +17.9% | 0.04% | +2.8% |
| Q2 2023 | $1,169,712 | +16.9% | 47,763 | +8.3% | 0.04% | +24.1% |
| Q1 2023 | $1,000,200 | +121431.0% | 44,121 | +12.6% | 0.03% | +16.0% |
| Q4 2022 | $823 | – | 39,171 | – | 0.02% | – |
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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% |