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Doubleline Total Etf etf shares owned by EP Wealth Advisors

Quarter-by-quarter ownership of Doubleline Total Etf etf (TOTL) shares owned by EP Wealth Advisors from 13F filings

Historical chart of EP Wealth Advisors investment in Doubleline Total Etf etf

Tip: Access up to 7 years of quarterly data

All positions including Doubleline Total Etf etf held by EP Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Doubleline Total Etf etf by EP Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $4.1M 104k 39.73
2023-09-30 $788k 20k 38.65
2023-06-30 $1.2M 53k 23.53
2023-03-31 $954k 6.6k 144.84
2022-12-31 $1.0M 25k 40.04

More positions owned by EP Wealth Advisors

Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Bd Index Fds Intermed Term (BIV)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Index Fds Mcap Gr Idxvip (VOT)
Dimensional Etf Trust Internatnal Val (DFIV)
Ishares Tr Core Us Aggbd Et (AGG)
Microsoft Corporation (MSFT)
Alphabet Cap Stk Cl A (GOOGL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)

View all positions for EP Wealth Advisors

Top funds holding Doubleline Total Etf etf

FMR
Morgan Stanley
Signature Estate and Investment Advisors
CWM
Envestnet Asset Management
LPL Financial
Tectonic Advisors
UBS Group
Bank of America Corporation
Kestra Investment Management
Wells Fargo & Company
Advisor Group Holdings
Capital Advisors
Chevoit Value Management
Royal Bank of Canada

View all funds holding Doubleline Total Etf etf