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 |
|---|---|---|---|---|---|
| Straightline Group | 936k | $29M | -8% | Mar 2026 |
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| Walled Lake Planning & Wealth Management | 811k | $25M | -4% | Mar 2026 |
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| Foundations Investment Advisors | 732k | $23M | 28% | Mar 2026 |
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| Evensky & Katz | 490k | $15M | -7% | Mar 2026 |
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| UBS Group | 402k | $12M | 9% | Mar 2026 |
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| Waddell & Associates | 334k | $10M | -84% | Mar 2026 |
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| Santori & Peters | 254k | $7.8M | 1% | Mar 2026 |
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| HF Advisory Group | 138k | $4.2M | 8% | Mar 2026 |
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| Citadel Advisors | 133k | $4.1M | 378% | Mar 2026 |
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| Main Street Financial Solutions | 126k | $4.1M | 14% | Dec 2025 |
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| Bank Of Montreal | 119k | $3.7M | 100% | Mar 2026 |
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| Csenge Advisory Group | 98k | $3.0M | -6% | Mar 2026 |
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| Jane Street | 86k | $2.7M | 100% | Mar 2026 |
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| International Assets Investment Management | 74k | $2.3M | 0% | Mar 2026 |
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| Capital Investment Advisors | 63k | $1.9M | -19% | Mar 2026 |
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| Socha Financial Group | 52k | $1.6M | -13% | Mar 2026 |
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| Cambridge Investment Research Advisors | 51k | $1.6M | 2% | Mar 2026 |
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| Southeast Asset Advisors | 34k | $1.0M | 0% | Mar 2026 |
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| Armor Investment Advisors | 34k | $1.0M | -85% | Mar 2026 |
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| Kayne Anderson Rudnick Investment Management | 29k | $932k | 0% | Dec 2025 |
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| Avaii Wealth Management | 23k | $721k | -1% | Mar 2026 |
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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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| Sepio Capital | 17k | $534k | 0% | Mar 2026 |
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| Creative Financial Designs | 15k | $476k | -1% | Mar 2026 |
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| Hrt Financial | 15k | $461k | 100% | Mar 2026 |
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| CIBC World Markets | 14k | $440k | -48% | Mar 2026 |
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| Kingswood Wealth Advisors | 9.7k | $299k | -47% | Mar 2026 |
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| CI Private Wealth | 8.9k | $275k | 0% | Mar 2026 |
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| AQR Capital Management | 8.5k | $262k | 100% | Mar 2026 |
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| United Advisor Group | 8.4k | $260k | 14% | Mar 2026 |
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| Navis Wealth Advisors | 8.3k | $255k | 100% | Mar 2026 |
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| Transcend Wealth Collective | 7.9k | $242k | 0% | Mar 2026 |
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| LPL Financial | 7.6k | $234k | -19% | Mar 2026 |
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| Kestra Advisory Services | 6.8k | $210k | 0% | Mar 2026 |
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| Goldman Sachs Group | 6.6k | $204k | 100% | Mar 2026 |
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| Northwestern Mutual Wealth Management Company | 3.2k | $100k | 26% | Mar 2026 |
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| Legacy Wealth Managment | 3.2k | $99k | 0% | Mar 2026 |
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| Fifth Third Bancorp | 3.1k | $96k | 100% | Mar 2026 |
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| Capital Analysts | 2.8k | $88k | 0% | Mar 2026 |
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| TD Capital Management | 2.1k | $66k | 0% | Mar 2026 |
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| Hantz Financial Services | 1.8k | $55k | 100% | Mar 2026 |
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| Root Financial Partners | 1.0k | $32k | 100% | Mar 2026 |
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| Creative Capital Management Investments | 519.00 | $16k | 0% | Mar 2026 |
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| Goss Wealth Management | 500.00 | $15k | 0% | Mar 2026 |
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| Harbour Investments | 400.00 | $12k | 0% | Mar 2026 |
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| Morgan Stanley | 168.00 | $8.6k | 0% | Mar 2026 |
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| Advisor Group Holdings | 139.00 | $4.5k | 1638% | Dec 2025 |
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| Rockefeller Capital Management | 73.00 | $2.3k | 0% | Mar 2026 |
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Who sold out of Doubleline?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Clear Point Advisors | Dec 2025 | 147k | $4.7M |
| Royal Bank of Canada | Sep 2025 | 7.1k | $231k |
| Spire Wealth Management | Dec 2025 | 500.00 | $16k |
| Estate Planners Group | Dec 2025 | 208.00 | $6.7k |
| Assetmark | Dec 2025 | 145.00 | $4.7k |