DoubleLine ETF Trust DoubleLine

Historical 13F Holders

Symbol
CAPE
CUSIP
25861R204
All holders as of
Q2 2026
Type
Equity
Class
SHILLER CAPE U S
Reported Value, Excluding Options
Total Filings

13D/G Filers

Investors who own more than 5% of a class must file a Schedule 13D or 13G. Each filer's latest filing for 25861R204 since 12/18/2024, largest first.

Filer % of Class Filed
Foundations Investment Advisors, LLC 13G 5.1% 11/3/2025
Event 9/30/2025

13F Holders by Quarter

Period Filings Shares, Excl. Options Value, Excl. Options
2026 Q3 13 1.35 M $41.7 M
2026 Q2 48 4.67 M $151 M
2026 Q1 49 5.18 M $160 M
2025 Q4 47 7.08 M $229 M
2025 Q3 47 7.04 M $229 M
2025 Q2 43 6.59 M $210 M
2025 Q1 41 6.64 M $202 M
2024 Q4 40 8.80 M $264 M
2024 Q3 37 11.6 M $355 M
2024 Q2 35 9.20 M $255 M
2024 Q1 36 9.22 M $241 M
2023 Q4 36 9.65 M $256 M
2023 Q3 29 7.65 M $167 M
2023 Q2 27 7.51 M $184 M
2023 Q1 29 7.37 M $167 M
2022 Q4 24 6.80 M $901 M
2022 Q3 15 4.28 M $85.8 M
2022 Q2 11 1.60 M $33.3 M