DOUBLELINE ETF TRUST's ticker is and the CUSIP is 25861R204. A total of 34 filers reported holding DOUBLELINE ETF TRUST in Q2 2024. The put-call ratio across all filers is - and the average weighting 1.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $51,555,429 | -3.6% | 1,859,817 | -2.6% | 24.13% | +2.8% |
| Q1 2024 | $53,488,904 | +5.3% | 1,910,318 | -0.3% | 23.46% | -3.8% |
| Q4 2023 | $50,814,790 | +10.6% | 1,915,407 | -1.4% | 24.38% | -0.3% |
| Q3 2023 | $45,960,205 | -1.3% | 1,941,707 | +2.2% | 24.44% | -0.4% |
| Q2 2023 | $46,550,568 | +17.5% | 1,900,799 | +8.8% | 24.53% | -4.1% |
| Q1 2023 | $39,613,160 | +9.8% | 1,747,421 | +1.8% | 25.57% | -0.0% |
| Q4 2022 | $36,070,321 | +11.7% | 1,716,817 | +6.3% | 25.58% | -7.7% |
| Q3 2022 | $32,298,520 | +9.0% | 1,614,926 | +13.3% | 27.73% | -8.6% |
| Q2 2022 | $29,621,301 | – | 1,424,786 | – | 30.33% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Socha Financial Group, LLC | 1,716,817 | $36,070,321 | 25.58% |
| WADDELL & ASSOCIATES, LLC | 2,257,880 | $47,438,055 | 7.94% |
| Santori & Peters, Inc. | 210,421 | $4,420,945 | 2.59% |
| HF Advisory Group, LLC | 115,298 | $2,422,401 | 2.45% |
| Evensky & Katz LLC | 793,186 | $16,665 | 1.50% |
| Transform Wealth, LLC | 259,548 | $5,453,107 | 0.61% |
| Csenge Advisory Group | 202,220 | $4,248,636 | 0.33% |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 134,235 | $2,820,277 | 0.29% |
| Southeast Asset Advisors Inc. | 33,597 | $705,873 | 0.11% |
| Arete Wealth Advisors, LLC | 36,134 | $759,164,830 | 0.07% |