How many shares of CAPE does OSAIC HOLDINGS, INC. own?

As of 2026-Q2, OSAIC HOLDINGS, INC. holds 139 shares of CAPE (DOUBLELINE ETF TRUST).

What is OSAIC HOLDINGS, INC.'s CAPE position worth?

As of 2026-Q2, OSAIC HOLDINGS, INC.'s CAPE position is worth $4,509.

Based on available 13F filings, OSAIC HOLDINGS, INC. first reported a position in CAPE in 2022-Q4. They have held the position across 15 quarters.

Position history for OSAIC HOLDINGS, INC.'s holdings in DOUBLELINE ETF TRUST

Current Value

$4,509

Current Shares

139

Total Value Change

-$130,491

Total Shares Change

-6,300

Quarter-by-Quarter History

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Unchanged	139	0.0%	$4,509	0.0%	$32.33	0
2026-Q1	Unchanged	139	0.0%	$4,289	0.0%	$32.85	0
2025-Q4	Increased	139	+1637.5%	$4,481	0.0%	$32.45	16
2025-Q3	Decreased	8	-99.8%	$259	0.0%	$32.21	0
2025-Q2	Increased	3,999	+26.9%	$127,193	0.0%	$31.32	27
2025-Q1	New	3,150	-	$95,729	0.0%	$29.65	30
2024-Q4	Exited	0	-100.0%	$0	0.0%	$29.49	0
2024-Q3	New	379	-	$11,214	0.0%	$28.94	27
2024-Q2	Exited	0	-100.0%	$0	0.0%	$27.06	0
2024-Q1	Increased	511	+137.7%	$14,308	0.0%	$27.26	20
2023-Q4	Decreased	215	-96.3%	$5,703	0.0%	$25.83	0
2023-Q3	Increased	5,874	+70.4%	$139,036	0.0%	$22.90	33
2023-Q2	Decreased	3,448	-3.7%	$84,441	0.0%	$23.36	0
2023-Q1	Decreased	3,579	-44.4%	$81,133	0.0%	$21.44	0
2022-Q4	New	6,439	-	$135,000	0.0%	$20.23	31

Other major holders of CAPE: UBS Group AG