| Period | Weighting | Quarter | ||||||
|---|---|---|---|---|---|---|---|---|
| Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
| Sequent Asset Management, LLC | 17 | 17 | 1.70% | 2.25% | 2.62% | Q4 2018 | Q4 2022 | 17 |
| SkyView Investment Advisors, LLC | 4 | 4 | 0.19% | 0.20% | 0.21% | Q4 2021 | Q3 2022 | 4 |
| MOODY LYNN & LIEBERSON, LLC | 4 | 4 | 0.02% | 0.02% | 0.03% | Q1 2014 | Q4 2014 | 4 |
| DOCK STREET ASSET MANAGEMENT INC | 2 | 2 | 3.86% | 4.18% | 4.49% | Q4 2016 | Q1 2017 | 2 |
| Parker Investment Management, LLC | 2 | 2 | 3.24% | 11.44% | 19.64% | Q2 2016 | Q3 2016 | 2 |
| NAVELLIER & ASSOCIATES INC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q1 2018 | Q2 2018 | 2 |
| Strengthening Families & Communities, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2022 | 1 |
| Leelyn Smith, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
| Almanack Investment Partners, LLC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
This page lists all the filers that currently own DoubleLine Shiller Enhanced CA or have owned DoubleLine Shiller Enhanced CA in the past.