Who owns DOUBLELINE?
- Ticker: CAPE
- CUSIP Number: 25861r204
Tip: Access positions for across all investors
Analyze quarterly positions in Doubleline with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of Doubleline stock
Who bought or sold DOUBLELINE this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| Waddell & Associates | 2.1M | $68M | 2% | Dec 2025 |
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| Straightline Group | 1.0M | $34M | 1% | Dec 2025 |
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| Walled Lake Planning & Wealth Management | 842k | $27M | 1% | Dec 2025 |
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| Foundations Investment Advisors | 572k | $18M | 11% | Dec 2025 |
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| Evensky & Katz | 527k | $17M | -1% | Dec 2025 |
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| UBS Group | 368k | $12M | 1% | Dec 2025 |
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| Santori & Peters | 253k | $8.1M | 0% | Dec 2025 |
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| Armor Investment Advisors | 222k | $7.2M | -2% | Dec 2025 |
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| Clear Point Advisors | 147k | $4.7M | -7% | Dec 2025 |
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| HF Advisory Group | 127k | $4.1M | 7% | Dec 2025 |
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| Main Street Financial Solutions | 126k | $4.1M | 14% | Dec 2025 |
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| Csenge Advisory Group | 105k | $3.4M | -1% | Dec 2025 |
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| Capital Investment Advisors | 78k | $2.5M | -12% | Dec 2025 |
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| International Assets Investment Management | 74k | $2.4M | -7% | Dec 2025 |
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| Socha Financial Group | 60k | $1.9M | -29% | Dec 2025 |
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| Cambridge Investment Research Advisors | 50k | $1.6M | -55% | Dec 2025 |
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| Southeast Asset Advisors | 34k | $1.1M | 0% | Dec 2025 |
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| Kayne Anderson Rudnick Investment Management | 29k | $940k | 0% | Sep 2025 |
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| CIBC World Markets | 27k | $882k | -1% | Dec 2025 |
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| Avaii Wealth Management | 24k | $758k | -2% | Dec 2025 |
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| Dana Investment Advisors | 21k | $675k | -11% | Dec 2025 |
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| Brian McDonald | 19k | $597k | -1% | Dec 2025 |
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| Kingswood Wealth Advisors | 18k | $585k | -9% | Dec 2025 |
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| Sepio Capital | 17k | $558k | 0% | Dec 2025 |
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| Creative Financial Designs | 16k | $502k | -4% | Dec 2025 |
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| LPL Financial | 9.4k | $304k | -3% | Dec 2025 |
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| CI Private Wealth | 8.9k | $287k | 0% | Dec 2025 |
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| Transcend Wealth Collective | 7.9k | $253k | 0% | Dec 2025 |
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| United Advisor Group | 7.4k | $238k | 19% | Dec 2025 |
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| Royal Bank of Canada | 7.1k | $231k | 100% | Sep 2025 |
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| Kestra Advisory Services | 6.8k | $219k | 0% | Dec 2025 |
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| Legacy Wealth Managment | 3.2k | $104k | 1% | Dec 2025 |
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| Capital Analysts | 2.8k | $92k | 0% | Dec 2025 |
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| Northwestern Mutual Wealth Management Company | 2.6k | $82k | 81% | Dec 2025 |
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| TD Capital Management | 2.1k | $69k | 1% | Dec 2025 |
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| Creative Capital Management Investments | 519.00 | $17k | 100% | Dec 2025 |
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| Spire Wealth Management | 500.00 | $16k | 0% | Dec 2025 |
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| Goss Wealth Management | 500.00 | $16k | 0% | Dec 2025 |
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| Harbour Investments | 400.00 | $13k | 0% | Dec 2025 |
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| Assetmark | 145.00 | $4.7k | 0% | Dec 2025 |
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| Advisor Group Holdings | 139.00 | $4.5k | 1638% | Dec 2025 |
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| Rockefeller Capital Management | 73.00 | $2.4k | 0% | Dec 2025 |
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Who sold out of Doubleline?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Citadel Advisors | Jun 2025 | 16k | $500k |
| Pettinga Financial Advisors | Sep 2025 | 8.1k | $265k |
| Triad Wealth Partners | Sep 2025 | 8.0k | $259k |
| Commonwealth Equity Services | Sep 2025 | 7.4k | $240k |
| AE Wealth Management | Sep 2025 | 274.00 | $8.9k |