Who Owns DOUBLELINE ETF TRUST (CAPE)? -- Institutional Holders (2026-03-31)

53 institutions reported holding $157.0M of DOUBLELINE ETF TRUST (CAPE) in SEC 13F filings for 2026-03-31. Largest institutional holders: STRAIGHTLINE GROUP LLC ($28.9M), WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC ($25.0M), Foundations Investment Advisors, LLC ($22.6M), Evensky & Katz LLC ($15.1M), UBS Group AG ($12.4M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1STRAIGHTLINE GROUP LLC$28.9M936,206Trimmed
2WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC$25.0M811,372Trimmed
3Foundations Investment Advisors, LLC$22.6M732,383Added
4Evensky & Katz LLC$15.1M489,986Trimmed
5UBS Group AG$12.4M402,269Added
6WADDELL & ASSOCIATES, LLC$10.3M333,950Trimmed
7Santori & Peters, Inc.$7.8M254,206Added
8HF Advisory Group, LLC$4.2M137,689Added
9CITADEL ADVISORS LLC$4.1M133,323Added
10BANK OF MONTREAL /CAN/$3.7M119,230Trimmed
11Csenge Advisory Group$3.0M98,076Trimmed
12JANE STREET GROUP, LLC$2.7M86,000New
13INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$2.3M73,774Hold
14Capital Investment Advisors, LLC$1.9M63,051Trimmed
15Socha Financial Group, LLC$1.6M51,802Trimmed
16Cambridge Investment Research Advisors, Inc.$1.6M50,643Added
17Southeast Asset Advisors, LLC$1.0M33,516Trimmed
18Armor Investment Advisors, LLC$1.0M33,476Trimmed
19KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC$893,58628,932Hold
20AVAII WEALTH MANAGEMENT, LLC$720,63823,357Trimmed
21SUSQUEHANNA INTERNATIONAL GROUP, LLP$650,01121,068New
22Dana Investment Advisors, Inc.$646,00020,938Hold
23Sepio Capital, LP$534,40517,321Hold
24CREATIVE FINANCIAL DESIGNS INC /ADV$476,06215,430Trimmed
25HRT FINANCIAL LP$461,00014,944New

Source: SEC Form 13F filings · as of 2026-03-31