DoubleLine ETF Adviser LP historic quarter change: USA Funds, Sold out
In funds and trusts that are not on this site's ETF list (sponsor series, commodity pools, money market) (listed in the US), over 10 quarters from 2023-12-31 to 2026-06-30, DoubleLine ETF Adviser LP opened 0 positions, added to 0, reduced 0 and sold out of 1.
- Q1 2024: Stock PHYSICIANS RLTY TR; Country of operation United States; Class COM; Shares before 16,409.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1959989), 10 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-08-14); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-05-15); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-02-17); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-11-14); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-08-14); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-05-15); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-02-14); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-11-14); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-08-14); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-05-15). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2023-03-31.
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| Trellis Wealth Advisors LLC | United States | $0.263B | 47 |
| Legacy Capital Group California, Inc. | United States | $0.263B | 277 |
| Kerrisdale Advisers, LLC | United States | $0.263B | 112 |
| XCELSIOR ADVISOR PARTNERS LLC | United States | $0.263B | 248 |
| 1492 Capital Management LLC | United States | $0.263B | 130 |
| Sagil Capital LLP | United Kingdom | $0.263B | 20 |
| Acasta Partners UK LLP | United Kingdom | $0.263B | 21 |
| Laurore Ltd | Hong Kong | $0.263B | 1 |
| Meridian Financial Partners LLC | United States | $0.263B | 121 |
| Peachtree Investment Partners, LLC | United States | $0.262B | 129 |