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Doubleline shares owned by Assetmark

Quarter-by-quarter ownership of Doubleline (CAPE) shares owned by Assetmark from 13F filings

Historical chart of Assetmark investment in Doubleline

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All positions including Doubleline held by Assetmark consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Doubleline by Assetmark

Quarter filed Position value Share count Share price at filing
2025-09-30 $4.7k 145 32.58
2025-06-30 $4.6k 145 31.81
2025-03-31 $61 2 30.50
2024-12-31 $4.3k 145 29.97

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Top funds holding Doubleline

Waddell & Associates
Straightline Group
Walled Lake Planning & Wealth Management
Evensky & Katz
Foundations Investment Advisors
UBS Group
Santori & Peters
Armor Investment Advisors
Clear Point Advisors
HF Advisory Group
Main Street Financial Solutions
Cambridge Investment Research Advisors
Csenge Advisory Group
Bank Of Montreal
Capital Investment Advisors

View all funds holding Doubleline