# DOUBLELINE ETF TRUST (CAPE)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/CAPE/

- Reporting holders: 2
- Reported value: $5.5M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [HF Advisory Group, LLC](https://holderbook.com/funds/1963169-hf-advisory-group-llc/) | $4.8M | 156,526 | 1.4% | 16 |
| [AVAII WEALTH MANAGEMENT, LLC](https://holderbook.com/funds/1904431-avaii-wealth-management-llc/) | $655.2K | 21,267 | 0.2% | 15 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 2 | $5.5M |
| Q2 2026 | 47 | $152.2M |
| Q1 2026 | 48 | $159.9M |
| Q4 2025 | 46 | $229.0M |
| Q3 2025 | 47 | $229.2M |
| Q2 2025 | 42 | $209.6M |
| Q1 2025 | 40 | $201.6M |
| Q4 2024 | 39 | $263.8M |
| Q3 2024 | 36 | $354.5M |
| Q2 2024 | 34 | $255.0M |
| Q1 2024 | 33 | $258.2M |
| Q4 2023 | 34 | $255.9M |