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Doubleline shares owned by United Advisor Group

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

Historical chart of United Advisor Group investment in Doubleline

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

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Quarterly reported holdings in Doubleline by United Advisor Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $202k 6.2k 32.58

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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