Who Owns DOUBLELINE (CAPE)? -- Institutional Holders (2026-06-30)

54 institutions reported holding $150.2M of DOUBLELINE (CAPE) in SEC 13F filings for 2026-06-30. Largest institutional holders: STRAIGHTLINE GROUP LLC ($30.8M), Foundations Investment Advisors, LLC ($28.8M), WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC ($26.2M), UBS Group AG ($13.4M), WADDELL & ASSOCIATES, LLC ($10.7M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1STRAIGHTLINE GROUP LLC$30.8M948,387Added
2Foundations Investment Advisors, LLC$28.8M888,523Added
3WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC$26.2M807,928Trimmed
4UBS Group AG$13.4M412,233Added
5WADDELL & ASSOCIATES, LLC$10.7M328,686Trimmed
6Santori & Peters, Inc.$7.6M234,697Trimmed
7HF Advisory Group, LLC$4.9M149,640Added
8BANK OF MONTREAL /CAN/$4.0M123,579Added
9Clear Point Advisors Inc.$4.0M123,241New
10Main Street Financial Solutions, LLC$3.2M99,549Added
11Csenge Advisory Group$2.9M88,446Trimmed
12INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$2.4M73,774Hold
13Socha Financial Group, LLC$1.5M47,241Trimmed
14Cambridge Investment Research Advisors, Inc.$1.2M36,716Trimmed
15Southeast Asset Advisors, LLC$1.1M33,516Hold
16KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC$934,40028,849Trimmed
17AVAII WEALTH MANAGEMENT, LLC$742,25222,882Trimmed
18Capital Investment Advisors, LLC$735,77322,683Trimmed
19SUSQUEHANNA INTERNATIONAL GROUP, LLP$672,07520,719Trimmed
20Sepio Capital, LP$561,85217,321Hold
21HRT FINANCIAL LP$555,00017,122Added
22CITADEL ADVISORS LLC$533,69616,453Trimmed
23United Advisor Group, LLC$349,58010,777Added
24Corient Private Wealth LLC$288,7608,902Hold
25AQR CAPITAL MANAGEMENT LLC$275,0068,478Hold

来源：SEC 13F 申报文件 · 截至 2026-06-30