Q2 2025 13F Holders as of 30 Jun 2025
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Type / Class
-
Equity / Exchange Traded Product
-
Shares outstanding
-
10,088,216
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Number of holders
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42
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Total 13F shares, excl. options
-
6,592,822
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Shares change
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-47,062
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Total reported value, excl. options
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$209,628,814
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Value change
-
-$1,352,113
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Number of buys
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26
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Number of sells
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-11
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Price
-
$31.81
Significant Holders of DoubleLine ETF Trust - Exchange Traded Product (CAPE) as of Q2 2025
44 filings reported holding CAPE - DoubleLine ETF Trust - Exchange Traded Product as of Q2 2025.
DoubleLine ETF Trust - Exchange Traded Product (CAPE) has 42 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 6,592,822 shares
of 10,088,216 outstanding shares and own 65.35% of the company stock.
Largest 10 shareholders include WADDELL & ASSOCIATES, LLC (1,988,686 shares), STRAIGHTLINE GROUP LLC (970,604 shares), WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC (872,962 shares), Evensky & Katz LLC (551,666 shares), Foundations Investment Advisors, LLC (352,924 shares), UBS Group AG (334,130 shares), Santori & Peters, Inc. (255,800 shares), Clear Point Advisors Inc. (171,108 shares), Cambridge Investment Research Advisors, Inc. (125,393 shares), and HF Advisory Group, LLC (120,089 shares).
This table shows the top 42 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.