MondegarAI
DoubleLine ETF Adviser LP

Q3 2024 · 13F-HR

DoubleLine ETF Adviser LPholdings as filed

Filed 2024-11-14 · accession 0000929638-24-003905

$410.5M
Reported value
191
Positions
2024-09-30
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
30303M102METAMETA PLATFORMS INC$22.7M5.54%39,701CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$13.0M3.17%28,297CommonSOLE
742718109PGPROCTER AND GAMBLE CO$12.6M3.07%72,811CommonSOLE
22160K105COSTCOSTCO WHSL CORP NEW$12.1M2.95%13,670CommonSOLE
02079K305GOOGLALPHABET INC$11.1M2.69%66,676CommonSOLE
931142103WMTWALMART INC$10.6M2.59%131,492CommonSOLE
46625H100JPMJPMORGAN CHASE & CO$9.3M2.26%43,994CommonSOLE
02079K107GOOGALPHABET INC$9.1M2.22%54,503CommonSOLE
191216100KOCOCA COLA CO$8.6M2.09%119,614CommonSOLE
74340W103PLDPROLOGIS INC.$8.3M2.02%65,718CommonSOLE
03027X100AMTAMERICAN TOWER CORP NEW$7.7M1.88%33,180CommonSOLE
92826C839VVISA INC$7.2M1.74%26,031CommonSOLE
57636Q104MAMASTERCARD INCORPORATED$6.3M1.53%12,751CommonSOLE
64110L106NFLXNETFLIX INC$6.2M1.52%8,787CommonSOLE
29444U700EQIXEQUINIX INC$6.0M1.46%6,771CommonSOLE
713448108PEPPEPSICO INC$5.4M1.33%32,010CommonSOLE
00206R102TAT&T INC$4.9M1.20%223,979CommonSOLE
254687106DISDISNEY WALT CO$4.7M1.16%49,312CommonSOLE
20030N101CMCSACOMCAST CORP NEW$4.7M1.15%112,986CommonSOLE
872590104TMUST-MOBILE US INC$4.6M1.12%22,268CommonSOLE
92343V104VZVERIZON COMMUNICATIONS INC$4.5M1.10%100,531CommonSOLE
95040Q104WELLWELLTOWER INC$4.4M1.08%34,692CommonSOLE
718172109PMPHILIP MORRIS INTL INC$4.4M1.07%36,254CommonSOLE
285512109EAELECTRONIC ARTS INC$4.4M1.07%30,517CommonSOLE
874054109TTWOTAKE-TWO INTERACTIVE SOFTWAR$4.4M1.06%28,407CommonSOLE
194162103CLCOLGATE PALMOLIVE CO$4.3M1.05%41,507CommonSOLE
609207105MDLZMONDELEZ INTL INC$4.3M1.05%58,439CommonSOLE
16119P108CHTRCHARTER COMMUNICATIONS INC N$4.3M1.04%13,151CommonSOLE
02209S103MOALTRIA GROUP INC$4.2M1.03%82,921CommonSOLE
060505104BACBANK AMERICA CORP$4.2M1.02%105,034CommonSOLE
74460D109PSAPUBLIC STORAGE OPER CO$4.1M0.99%11,209CommonSOLE
87612E106TGTTARGET CORP$4.0M0.96%25,383CommonSOLE
756109104OREALTY INCOME CORP$3.9M0.96%62,073CommonSOLE
828806109SPGSIMON PPTY GROUP INC NEW$3.7M0.90%21,895CommonSOLE
22822V101CCICROWN CASTLE INC$3.7M0.90%31,040CommonSOLE
681919106OMCOMNICOM GROUP INC$3.6M0.87%34,568CommonSOLE
253868103DLRDIGITAL RLTY TR INC$3.6M0.87%21,991CommonSOLE
934423104WBDWARNER BROS DISCOVERY INC$3.3M0.79%394,094CommonSOLE
538034109LYVLIVE NATION ENTERTAINMENT IN$3.1M0.74%27,893CommonSOLE
949746101WMT2WELLS FARGO CO NEW$3.0M0.73%53,014CommonSOLE
30225T102EXREXTRA SPACE STORAGE INC$2.7M0.66%15,113CommonSOLE
12504L109CBRECBRE GROUP INC$2.7M0.66%21,701CommonSOLE
494368103KMBKIMBERLY-CLARK CORP$2.6M0.64%18,556CommonSOLE
78409V104SPGIS&P GLOBAL INC$2.6M0.63%5,024CommonSOLE
46284V101IRMIRON MTN INC DEL$2.5M0.61%20,950CommonSOLE
925652109VICIVICI PPTYS INC$2.5M0.61%74,637CommonSOLE
38141G104GSGOLDMAN SACHS GROUP INC$2.4M0.60%4,940CommonSOLE
49177J102KVUEKENVUE INC$2.4M0.59%104,189CommonSOLE
025816109AXPAMERICAN EXPRESS CO$2.4M0.58%8,805CommonSOLE
743315103PGRPROGRESSIVE CORP$2.3M0.57%9,174CommonSOLE
053484101AVBAVALONBAY CMNTYS INC$2.3M0.56%10,133CommonSOLE
370334104GISGENERAL MLS INC$2.3M0.55%30,753CommonSOLE
21036P108STZCONSTELLATION BRANDS INC$2.2M0.54%8,649CommonSOLE
22160N109CSGPCOSTAR GROUP INC$2.2M0.54%29,252CommonSOLE
49271V100KDPKEURIG DR PEPPER INC$2.2M0.53%58,371CommonSOLE
871829107SYYSYSCO CORP$2.1M0.52%27,222CommonSOLE
460690100IPGINTERPUBLIC GROUP COS INC$2.1M0.51%66,638CommonSOLE
501044101KRKROGER CO$2.1M0.51%36,714CommonSOLE
09247X101BLKCHFBLACKROCK INC$2.1M0.51%2,192CommonSOLE
61174X109MNSTMONSTER BEVERAGE CORP NEW$2.0M0.50%39,047CommonSOLE
617446448MSMORGAN STANLEY$2.0M0.49%19,486CommonSOLE
92276F100VTRVENTAS INC$1.9M0.46%29,524CommonSOLE
172967424CCITIGROUP INC$1.9M0.46%29,982CommonSOLE
78410G104SBACSBA COMMUNICATIONS CORP NEW$1.8M0.45%7,681CommonSOLE
29476L107EQREQUITY RESIDENTIAL$1.8M0.44%24,308CommonSOLE
962166104WYWEYERHAEUSER CO MTN BE$1.8M0.44%53,013CommonSOLE
65249B109NWSANEWS CORP NEW$1.8M0.44%67,185CommonSOLE
571748102MRSHMARSH & MCLENNAN COS INC$1.7M0.42%7,728CommonSOLE
500754106KHCKRAFT HEINZ CO$1.7M0.42%48,979CommonSOLE
57667L107MTCHMATCH GROUP INC NEW$1.7M0.42%45,133CommonSOLE
09260D107BXBLACKSTONE INC$1.7M0.42%11,134CommonSOLE
35137L105FOXAFOX CORP$1.7M0.41%40,052CommonSOLE
H1467J104CBCHUBB LIMITED$1.7M0.41%5,801CommonSOLE
337738108FISVFISERV INC$1.6M0.40%9,034CommonSOLE
039483102ADMARCHER DANIELS MIDLAND CO$1.6M0.39%26,530CommonSOLE
427866108HSYHERSHEY CO$1.6M0.38%8,218CommonSOLE
808513105SCHWSCHWAB CHARLES CORP$1.5M0.37%23,527CommonSOLE
45866F104ICEINTERCONTINENTAL EXCHANGE IN$1.5M0.35%9,036CommonSOLE
46187W107INVHINVITATION HOMES INC$1.4M0.35%40,548CommonSOLE
171340102CHDCHURCH & DWIGHT CO INC$1.4M0.34%13,287CommonSOLE
48251W104KKRKKR & CO INC$1.4M0.33%10,440CommonSOLE
297178105ESSESSEX PPTY TR INC$1.4M0.33%4,586CommonSOLE
59522J103MAAMID-AMER APT CMNTYS INC$1.3M0.32%8,356CommonSOLE
015271109AREALEXANDRIA REAL ESTATE EQ IN$1.3M0.32%11,118CommonSOLE
518439104ELLAUDER ESTEE COS INC$1.3M0.31%12,920CommonSOLE
70450Y103PYPLPAYPAL HLDGS INC$1.3M0.31%16,218CommonSOLE
12572Q105CMECME GROUP INC$1.2M0.30%5,551CommonSOLE
487836108KKELLANOVA$1.2M0.30%15,016CommonSOLE
693475105PNCPNC FINL SVCS GROUP INC$1.2M0.28%6,285CommonSOLE
G0403H108AONAON PLC$1.2M0.28%3,342CommonSOLE
615369105MCOMOODYS CORP$1.1M0.28%2,422CommonSOLE
42250P103DOCHEALTHPEAK PROPERTIES INC$1.1M0.28%50,202CommonSOLE
92556H2060VVBPARAMOUNT GLOBAL$1.1M0.28%106,707CommonSOLE
866674104SUISUN CMNTYS INC$1.1M0.28%8,369CommonSOLE
579780206MKCMCCORMICK & CO INC$1.1M0.28%13,733CommonSOLE
902973304USBUS BANCORP DEL$1.1M0.28%24,714CommonSOLE
189054109CLXCLOROX CO DEL$1.1M0.27%6,929CommonSOLE
49446R109KIMKIMCO RLTY CORP$1.1M0.27%48,147CommonSOLE
256677105DGDOLLAR GEN CORP NEW$1.0M0.25%12,278CommonSOLE
36467J108GLPIGAMING & LEISURE PPTYS INC$1.0M0.25%19,577CommonSOLE
363576109AJGGALLAGHER ARTHUR J & CO$975,5100.24%3,467CommonSOLE
92936U109WPCWP CAREY INC$974,3720.24%15,640CommonSOLE
902653104UDRUDR INC$970,5480.24%21,406CommonSOLE
902494103TSNTYSON FOODS INC$957,2480.23%16,072CommonSOLE
29472R108ELSEQUITY LIFESTYLE PPTYS INC$948,0370.23%13,289CommonSOLE
48020Q107JLLJONES LANG LASALLE INC$946,2240.23%3,507CommonSOLE
133131102CPTCAMDEN PPTY TR$940,6810.23%7,615CommonSOLE
14040H105COFCAPITAL ONE FINL CORP$913,8020.22%6,103CommonSOLE
89832Q109TFCTRUIST FINL CORP$912,0270.22%21,324CommonSOLE
001055102AFLAFLAC INC$898,2010.22%8,034CommonSOLE
35137L204FOXFOX CORP$895,6590.22%23,084CommonSOLE
44107P104HSTHOST HOTELS & RESORTS INC$881,0210.21%50,058CommonSOLE
205887102CAGCONAGRA BRANDS INC$879,7640.21%27,053CommonSOLE
229663109CUBECUBESMART$864,6710.21%16,063CommonSOLE
02665T306AMHAMERICAN HOMES 4 RENT$857,6710.21%22,341CommonSOLE
89417E109TRVTRAVELERS COMPANIES INC$853,3670.21%3,645CommonSOLE
064058100BKBANK NEW YORK MELLON CORP$851,3250.21%11,847CommonSOLE
512816109LAMRLAMAR ADVERTISING CO NEW$846,8900.21%6,339CommonSOLE
758849103REGREGENCY CTRS CORP$841,1910.20%11,646CommonSOLE
101121101BXPBXP INC$833,8070.20%10,363CommonSOLE
020002101ALLALLSTATE CORP$799,9440.19%4,218CommonSOLE
256746108DLTRDOLLAR TREE INC$793,5610.19%11,285CommonSOLE
76169C100REXRREXFORD INDL RLTY INC$789,9680.19%15,702CommonSOLE
59156R108METMETLIFE INC$787,1890.19%9,544CommonSOLE
026874784AIGAMERICAN INTL GROUP INC$756,8320.18%10,335CommonSOLE
03076C106AMPAMERIPRISE FINL INC$749,3470.18%1,595CommonSOLE
681936100OHIOMEGA HEALTHCARE INVS INC$748,7170.18%18,396CommonSOLE
H11356104BGBUNGE GLOBAL SA$747,0270.18%7,730CommonSOLE
31620M106FISFIDELITY NATL INFORMATION SV$737,3350.18%8,804CommonSOLE
832696405SJMSMUCKER J M CO$734,8350.18%6,068CommonSOLE
035710839NLYANNALY CAPITAL MANAGEMENT IN$716,3180.17%35,691CommonSOLE
744320102PRUPRUDENTIAL FINL INC$698,1420.17%5,765CommonSOLE
55354G100MSCIMSCI INC$695,4350.17%1,193CommonSOLE
98954M200ZZILLOW GROUP INC$683,5140.17%10,705CommonSOLE
277276101EGPEASTGROUP PPTYS INC$649,5730.16%3,477CommonSOLE
G0450A105ACGLARCH CAP GROUP LTD$645,9950.16%5,774CommonSOLE
637417106NNNNNN REIT INC$635,8490.15%13,113CommonSOLE
313745101FRTFEDERAL RLTY INVT TR NEW$615,8940.15%5,357CommonSOLE
11120U105BRXBRIXMOR PPTY GROUP INC$599,6870.15%21,525CommonSOLE
00123Q104AGNCAGNC INVT CORP$583,2500.14%55,760CommonSOLE
60871R209TAPMOLSON COORS BEVERAGE CO$582,5050.14%10,127CommonSOLE
254709108DFSEURDISCOVER FINL SVCS$572,9440.14%4,084CommonSOLE
416515104HIGHARTFORD FINL SVCS GROUP INC$562,7640.14%4,785CommonSOLE
134429109CPBCAMPBELL SOUP CO$554,1660.13%11,328CommonSOLE
65249B208NWSNEWS CORP NEW$548,3510.13%19,619CommonSOLE
008492100ADCAGREE RLTY CORP$539,8900.13%7,167CommonSOLE
440452100HRLHORMEL FOODS CORP$530,7210.13%16,742CommonSOLE
32054K103FRFIRST INDL RLTY TR INC$529,7390.13%9,463CommonSOLE
03064D108COLDAMERICOLD REALTY TRUST INC$528,4230.13%18,692CommonSOLE
513272104LWLAMB WESTON HLDGS INC$509,7630.12%7,874CommonSOLE
85254J102STAGSTAG INDL INC$507,9750.12%12,995CommonSOLE
55261F104MTBM & T BK CORP$494,2830.12%2,775CommonSOLE
115637209BF/BBROWN FORMAN CORP$491,9020.12%9,998CommonSOLE
316773100FITBFIFTH THIRD BANCORP$478,1800.12%11,162CommonSOLE
42226K105HRHEALTHCARE RLTY TR$470,2120.11%25,907CommonSOLE
631103108NDAQNASDAQ INC$467,4100.11%6,402CommonSOLE
929042109VNOVORNADO RLTY TR$466,3380.11%11,836CommonSOLE
85571B105STWDSTARWOOD PPTY TR INC$461,7090.11%22,655CommonSOLE
G96629103WTWWILLIS TOWERS WATSON PLC LTD$455,0490.11%1,545CommonSOLE
857477103STTSTATE STR CORP$439,6960.11%4,970CommonSOLE
37940X102GPNGLOBAL PMTS INC$427,9110.10%4,178CommonSOLE
64828T201RITMRITHM CAPITAL CORP$397,2730.10%35,002CommonSOLE
754730109RJFRAYMOND JAMES FINL INC$383,1770.09%3,129CommonSOLE
931427108WFCWALGREENS BOOTS ALLIANCE INC$378,9900.09%42,298CommonSOLE
115236101BROBROWN & BROWN INC$377,0000.09%3,639CommonSOLE
74144T108TROWPRICE T ROWE GROUP INC$373,9570.09%3,433CommonSOLE
7591EP100RFREGIONS FINANCIAL CORP NEW$359,0950.09%15,392CommonSOLE
446150104HBANHUNTINGTON BANCSHARES INC$358,9300.09%24,417CommonSOLE
172062101CINFCINCINNATI FINL CORP$357,0430.09%2,623CommonSOLE
219948106CPAYCORPAY INC$337,1550.08%1,078CommonSOLE
53566V106LINELINEAGE INC$334,5260.08%4,268CommonSOLE
87165B103SYFSYNCHRONY FINANCIAL$333,8470.08%6,693CommonSOLE
12503M108CBOECBOE GLOBAL MKTS INC$326,7680.08%1,595CommonSOLE
222795502CUZCOUSINS PPTYS INC$320,0350.08%10,856CommonSOLE
174610105CFGCITIZENS FINL GROUP INC$312,7480.08%7,615CommonSOLE
74251V102PFGPRINCIPAL FINANCIAL GROUP IN$312,2470.08%3,635CommonSOLE
78573L106SBRASABRA HEALTH CARE REIT INC$311,5310.08%16,740CommonSOLE
665859104NTRSNORTHERN TR CORP$310,4230.08%3,448CommonSOLE
754907103RYNRAYONIER INC$306,6430.07%9,529CommonSOLE
084423102WRBBERKLEY W R CORP$292,9540.07%5,164CommonSOLE
49427F108KRCKILROY RLTY CORP$291,4500.07%7,531CommonSOLE
493267108KEYKEYCORP$269,4740.07%16,088CommonSOLE
303075105FDSFACTSET RESH SYS INC$264,4140.06%575CommonSOLE
G3223R108EGEVEREST GROUP LTD$260,5670.06%665CommonSOLE
540424108LLOEWS CORP$251,7740.06%3,185CommonSOLE
98954M101ZGZILLOW GROUP INC$239,6690.06%3,870CommonSOLE
737630103PCHPOTLATCHDELTIC CORPORATION$229,9350.06%5,104CommonSOLE
29530P102ERIEERIE INDTY CO$210,5300.05%390CommonSOLE
426281101JKHYHENRY JACK & ASSOC INC$200,7260.05%1,137CommonSOLE
02156K103OPTUALTICE USA INC$38,9490.01%15,833CommonSOLE
74915M100QVCAUSDQURATE RETAIL INC$29,8370.01%48,913CommonSOLE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.