| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| FOUNDATIONS INVESTMENT ADVISORS, LLC | 5.1% | $16,762,326 | 514,499 | FOUNDATIONS INVESTMENT ADVISORS, LLC | 30 Sep 2025 |
As of 31 Dec 2025, 44 institutional investors reported holding 7,070,095 shares of DoubleLine ETF Trust - Exchange Traded Product (CAPE). This represents 70% of the company’s total 10,088,216 outstanding shares.
The largest institutional shareholders of DoubleLine ETF Trust - Exchange Traded Product (CAPE) together control 69% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| WADDELL & ASSOCIATES, LLC | 21% | 2,097,338 | +2.1% | 4.6% | $67,609,786 |
| STRAIGHTLINE GROUP LLC | 10% | 1,020,759 | +0.71% | 18% | $33,623,813 |
| WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC | 8.3% | 841,761 | +0.61% | 8.6% | $27,135,023 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | 5.7% | 571,950 | +11% | 0.24% | $18,437,368 |
| Evensky & Katz LLC | 5.2% | 526,634 | -1% | 0.96% | $16,977,000 |
| UBS Group AG | 3.6% | 367,903 | +1.2% | 0% | $11,859,721 |
| Santori & Peters, Inc. | 2.5% | 252,817 | +0.25% | 2.8% | $8,149,808 |
| Armor Investment Advisors, LLC | 2.2% | 222,419 | -1.6% | 2.6% | $7,169,906 |
| Clear Point Advisors Inc. | 1.5% | 146,550 | -6.9% | 3.7% | $4,724,191 |
| HF Advisory Group, LLC | 1.3% | 127,353 | +6.6% | 1.4% | $4,105,359 |
| Main Street Financial Solutions, LLC | 1.3% | 126,347 | +14% | 0.31% | $4,072,922 |
| BANK OF MONTREAL /CAN/ | 1.2% | 119,400 | +17% | 0% | $3,848,978 |
| Csenge Advisory Group | 1% | 104,475 | -0.86% | 0.15% | $3,367,868 |
| Capital Investment Advisors, LLC | 0.77% | 78,137 | -12% | 0.04% | $2,518,813 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 0.73% | 73,774 | -6.8% | 0.17% | $2,378,179 |
| Socha Financial Group, LLC | 0.59% | 59,628 | -29% | 0.94% | $1,922,168 |
| Cambridge Investment Research Advisors, Inc. | 0.49% | 49,455 | -55% | 0% | $1,594,000 |
| Southeast Asset Advisors, LLC | 0.33% | 33,597 | 0% | 0.1% | $1,083,033 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 0.29% | 28,932 | +0.21% | 0% | $932,156 |
| CITADEL ADVISORS LLC | 0.28% | 27,897 | 0% | $899,288 | |
| CIBC WORLD MARKET INC. | 0.27% | 27,350 | -1.1% | 0% | $881,764 |
| AVAII WEALTH MANAGEMENT, LLC | 0.23% | 23,523 | -2.5% | 0.27% | $758,292 |
| Dana Investment Advisors, Inc. | 0.21% | 20,938 | -11% | 0.02% | $674,957 |
| COMERICA BANK | 0.18% | 18,526 | -1.2% | 0% | $597,204 |
| KINGSWOOD WEALTH ADVISORS, LLC | 0.18% | 18,150 | -9.5% | 0.03% | $585,083 |
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2025 Q4 | 7,070,095 | $228,630,407 | +$979,756 | $32.24 | 44 |
| 2025 Q3 | 7,041,602 | $229,165,622 | +$14,729,255 | $32.58 | 47 |
| 2025 Q2 | 6,592,822 | $209,628,814 | -$1,352,114 | $31.81 | 42 |
| 2025 Q1 | 6,639,884 | $201,642,834 | -$65,556,032 | $30.39 | 40 |
| 2024 Q4 | 8,802,498 | $263,775,030 | -$114,981,981 | $29.97 | 39 |
| 2024 Q3 | 11,640,589 | $354,506,707 | +$3,563,810 | $29.59 | 36 |
| 2024 Q2 | 9,200,056 | $255,040,883 | -$926,482 | $27.72 | 34 |
| 2024 Q1 | 9,220,332 | $258,149,949 | -$11,545,616 | $28.00 | 33 |
| 2023 Q4 | 9,645,334 | $255,897,026 | +$45,736,344 | $26.53 | 34 |
| 2023 Q3 | 7,653,929 | $181,239,248 | +$3,506,548 | $23.67 | 28 |
| 2023 Q2 | 7,505,265 | $183,798,402 | +$3,379,755 | $24.49 | 26 |
| 2023 Q1 | 7,371,948 | $167,120,155 | +$12,882,728 | $22.67 | 28 |
| 2022 Q4 | 6,803,676 | $142,958,236 | +$50,612,757 | $21.01 | 23 |
| 2022 Q3 | 4,280,484 | $85,757,520 | +$53,657,453 | $20.00 | 14 |
| 2022 Q2 | 1,596,793 | $33,289,301 | +$33,289,301 | $20.79 | 10 |