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Doubleline Total Etf etf shares owned by Summit Financial

Quarter-by-quarter ownership of Doubleline Total Etf etf (TOTL) shares owned by Summit Financial from 13F filings

Historical chart of Summit Financial investment in Doubleline Total Etf etf

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Doubleline Total Etf etf by Summit Financial

Quarter filed Position value Share count Share price at filing
2026-06-30 $5.4M 137k 39.47
2026-03-31 $676k 17k 39.73
2025-12-31 $357k 8.9k 40.25

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NVIDIA Corporation (NVDA)
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State Str Spdr S&p 500 Etf T Tr Unit (SPY)
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Invesco Qqq Tr Unit Ser 1 (QQQ)
Microsoft Corporation (MSFT)
Berkshire Hathaway Inc Del Cl B New (BRK.B)

View all positions for Summit Financial

Top funds holding Doubleline Total Etf etf

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

View all funds holding Doubleline Total Etf etf