DOUBLELINE ETF TRUST's ticker is and the CUSIP is 25861R105. A total of 12 filers reported holding DOUBLELINE ETF TRUST in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $13,185,526 | +5.6% | 298,856 | +10.5% | 0.27% | -6.2% |
| Q2 2023 | $12,488,766 | +13.2% | 270,436 | +14.5% | 0.29% | +9.0% |
| Q1 2023 | $11,032,718 | +15.5% | 236,253 | +12.5% | 0.27% | +8.1% |
| Q4 2022 | $9,552,406 | -0.1% | 210,012 | +0.3% | 0.25% | -4.7% |
| Q3 2022 | $9,560,000 | -6.1% | 209,421 | -1.4% | 0.26% | -0.8% |
| Q2 2022 | $10,186,000 | – | 212,403 | – | 0.26% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Boothe Investment Group, Inc. | 929,588 | $41,014 | 10.41% |
| Seascape Capital Management | 401,176 | $17,700 | 8.39% |
| Cravens & Co Advisors, LLC | 176,137 | $7,771,164 | 7.30% |
| Stewardship Advisors, LLC | 274,377 | $12,105,513 | 4.73% |
| Fortis Advisors, LLC | 114,750 | $5,062,762 | 3.58% |
| Landmark Wealth Management, LLC | 107,006 | $4,721 | 2.68% |
| W.G. Shaheen & Associates DBA Whitney & Co | 362,182 | $15,979,448 | 2.40% |
| Beaumont Capital Management, LLC | 33,645 | $1,484,428 | 1.07% |
| Aprio Wealth Management, LLC | 55,809 | $2,462,293 | 0.68% |
| Fortress Wealth Management, Inc. | 19,098 | $842,606 | 0.54% |