Q3 2025 13F Holders as of 30 Sep 2025
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Type / Class
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Equity / Exchange Traded Product
-
Shares outstanding
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10,088,216
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Number of holders
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47
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Total 13F shares, excl. options
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7,041,602
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Shares change
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+451,958
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Total reported value, excl. options
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$229,165,622
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Value change
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+$14,729,242
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Number of buys
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22
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Number of sells
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-16
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Price
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$32.58
Significant Holders of DoubleLine ETF Trust - Exchange Traded Product (CAPE) as of Q3 2025
48 filings reported holding CAPE - DoubleLine ETF Trust - Exchange Traded Product as of Q3 2025.
DoubleLine ETF Trust - Exchange Traded Product (CAPE) has 47 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 7,041,602 shares
of 10,088,216 outstanding shares and own 69.8% of the company stock.
Largest 10 shareholders include WADDELL & ASSOCIATES, LLC (2,054,398 shares), STRAIGHTLINE GROUP LLC (1,013,563 shares), WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC (836,621 shares), Evensky & Katz LLC (532,102 shares), Foundations Investment Advisors, LLC (514,499 shares), UBS Group AG (363,525 shares), Santori & Peters, Inc. (252,174 shares), Armor Investment Advisors, LLC (225,976 shares), Clear Point Advisors Inc. (157,490 shares), and HF Advisory Group, LLC (119,515 shares).
This table shows the top 47 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.