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
Download as csvTop 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 | 948k | $31M | 1% | Jun 2026 |
|
| Foundations Investment Advisors | 889k | $29M | 21% | Jun 2026 |
|
| Walled Lake Planning & Wealth Management | 808k | $26M | 0% | Jun 2026 |
|
| UBS Group | 412k | $13M | 2% | Jun 2026 |
|
| Waddell & Associates | 329k | $11M | -2% | Jun 2026 |
|
| Santori & Peters | 235k | $7.6M | -8% | Jun 2026 |
|
| HF Advisory Group | 150k | $4.9M | 9% | Jun 2026 |
|
| Clear Point Advisors | 123k | $4.0M | 100% | Jun 2026 |
|
| Bank Of Montreal | 119k | $3.7M | 100% | Mar 2026 |
|
| Main Street Financial Solutions | 100k | $3.2M | 6% | Jun 2026 |
|
| Csenge Advisory Group | 88k | $2.9M | -10% | Jun 2026 |
|
| International Assets Investment Management | 74k | $2.4M | 0% | Jun 2026 |
|
| Socha Financial Group | 47k | $1.5M | -9% | Jun 2026 |
|
| Cambridge Investment Research Advisors | 37k | $1.2M | -28% | Jun 2026 |
|
| Southeast Asset Advisors | 34k | $1.1M | 0% | Jun 2026 |
|
| Kayne Anderson Rudnick Investment Management | 29k | $934k | 0% | Jun 2026 |
|
| Avaii Wealth Management | 23k | $742k | -2% | Jun 2026 |
|
| Capital Investment Advisors | 23k | $736k | -64% | Jun 2026 |
|
| Susquehanna International | 21k | $672k | -2% | Jun 2026 |
|
| Sepio Capital | 17k | $562k | 0% | Jun 2026 |
|
| Hrt Financial | 17k | $555k | 15% | Jun 2026 |
|
| Citadel Advisors | 17k | $534k | -88% | Jun 2026 |
|
| United Advisor Group | 11k | $350k | 28% | Jun 2026 |
|
| CI Private Wealth | 8.9k | $289k | 0% | Jun 2026 |
|
| AQR Capital Management | 8.5k | $275k | 0% | Jun 2026 |
|
| Navis Wealth Advisors | 8.3k | $268k | 0% | Jun 2026 |
|
| Kingswood Wealth Advisors | 7.9k | $256k | -19% | Jun 2026 |
|
| Transcend Wealth Collective | 7.9k | $255k | 0% | Jun 2026 |
|
| CIBC World Markets | 7.3k | $237k | -49% | Jun 2026 |
|
| Kestra Advisory Services | 6.8k | $221k | 0% | Jun 2026 |
|
| LPL Financial | 6.8k | $220k | -11% | Jun 2026 |
|
| Northwestern Mutual Wealth Management Company | 3.2k | $105k | 0% | Jun 2026 |
|
| Fifth Third Bancorp | 3.1k | $101k | 0% | Jun 2026 |
|
| Capital Analysts | 2.8k | $92k | 0% | Jun 2026 |
|
| Creative Financial Designs | 990.00 | $32k | -94% | Jun 2026 |
|
| Hantz Financial Services | 852.00 | $28k | -52% | Jun 2026 |
|
| AE Wealth Management | 689.00 | $22k | 100% | Jun 2026 |
|
| Evensky & Katz | 678.00 | $22k | -100% | Jun 2026 |
|
| Creative Capital Management Investments | 519.00 | $17k | 0% | Jun 2026 |
|
| Goss Wealth Management | 500.00 | $16k | 0% | Jun 2026 |
|
| Harbour Investments | 400.00 | $13k | 0% | Jun 2026 |
|
| Wells Fargo & Company | 284.00 | $9.2k | 100% | Jun 2026 |
|
| Morgan Stanley | 168.00 | $8.6k | 0% | Mar 2026 |
|
| Advisor Group Holdings | 139.00 | $4.5k | 0% | Jun 2026 |
|
| Jones Financial Companies, L.L | 107.00 | $3.5k | 100% | Jun 2026 |
|
| Rockefeller Capital Management | 73.00 | $2.4k | 0% | Jun 2026 |
|
| Imprint Wealth | 36.00 | $1.2k | 100% | Jun 2026 |
|
Who sold out of Doubleline?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Jane Street | Mar 2026 | 86k | $2.7M |
| Armor Investment Advisors | Mar 2026 | 34k | $1.0M |
| Dana Investment Advisors | Mar 2026 | 21k | $646k |
| Goldman Sachs Group | Mar 2026 | 6.6k | $204k |
| Legacy Wealth Managment | Mar 2026 | 3.2k | $99k |
| TD Capital Management | Mar 2026 | 2.1k | $66k |
| Root Financial Partners | Mar 2026 | 1.0k | $32k |