DOUBLELINE ETF TRUST (CAPE) is held by 20 institutional investors that disclose positions via SEC 13F filings. The largest disclosed holder is UBS Group AG as of Q2 2026.

Are institutions buying or selling CAPE?

In Q2 2026, 7 institutions opened or increased positions in DOUBLELINE ETF TRUST while 7 reduced or exited — a balanced quarter.

What is the Smart Money Verdict on CAPE?

HoldingsIntel scores DOUBLELINE ETF TRUST across four independent sources (institutional 13F activity, insider trades, activist filings, and congressional trades) — with 2 of the 4 carrying data for CAPE. In Q2 2026, the institutional leg showed balanced flow: 7 buying versus 7 selling.

How many hedge funds hold CAPE?

20 institutional investors report holding DOUBLELINE ETF TRUST (CAPE) as of Q2 2026, based on SEC 13F filings.

Is institutional money flowing into CAPE?

As of Q2 2026, tracked institutions in DOUBLELINE ETF TRUST show 7 buyers versus 7 sellers — balanced flow.

DOUBLELINE ETF TRUST

CAPE·25861R204·US·ETF·Unknown - Unknown-13D/G

Holders

(3 Elite)

$21M

Total Value

50% (14)

Consensus

7 buying - 7 selling

13F: Jun 30, 2026Insider & Congress: Updated regularly

Smart Money Verdict

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Held by 20 funds

3 elite

Who's Trading

Source dates: Price Aug 28, 2026 · Insiders none · Activists Nov 3, 2025 · Congress none

ActivistFIFOUNDATIONS INVESTMENT ADVISORS, LLC5.1%Nov 3, 2025

View all activist filings

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Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
UBS Group AG	Increased	412,233(+2.5%)	$13.4M	0.0%	+23.44%	29
BANK OF MONTREAL /CAN/	Increased	123,579(+3.6%)	$4M	0.0%	+11.36%	28
KAKAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC	Decreased	28,849(-0.3%)	$934,400	0.0%	+67.96%	0
SUSQUEHANNA INTERNATIONAL GROUP, LLP	Decreased	20,719(-1.7%)	$672,075	0.0%	+1.84%	0
CITADEL ADVISORS LLC	Decreased	16,453(-87.7%)	$533,696	0.0%	+2.10%	0
Corient Private Wealth LP	Unchanged	8,902	$288,760	0.0%	+3.48%	0
AQR CAPITAL MANAGEMENT LLC	Unchanged	8,478	$275,006	0.0%	+1.84%	0
CIBC WORLD MARKET INC.	Decreased	7,300(-48.8%)	$236,794	0.0%	+19.89%	0
Kestra Advisory Services, LLC	Unchanged	6,806	$220,770	0.0%	+12.83%	0
LPL Financial LLC	Decreased	6,791(-10.6%)	$220,271	0.0%	+6.33%	0
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	Unchanged	3,227	$104,676	0.0%	+4.41%	0
FIFTH THIRD BANCORP	Unchanged	3,122	$101,270	0.0%	+1.84%	0
AE Wealth Management LLC	New	689	$22,350	0.0%	+3.49%	26
NewEdge Advisors, LLC	Unchanged	500	$16,219	0.0%	+15.60%	0
WELLS FARGO & COMPANY/MN	New	284	$9,212	0.0%	+3.49%	26
MORGAN STANLEY	Increased	169(+0.6%)	$5,482	0.0%	+13.33%	10
OSAIC HOLDINGS, INC.	Unchanged	139	$4,509	0.0%	+3.54%	0
JONES FINANCIAL COMPANIES LLLP	New	107	$3,506	0.0%	+3.49%	21
Rockefeller Capital Management L.P.	Unchanged	73	$2,399	0.0%	+3.86%	0
HRT FINANCIAL LP	Increased	17,122(+14.6%)	$555	0.0%	+2.04%	13

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High Conviction Moves-Smart Money Convergence-Fund Consensus-Double-Down Detection

Data sourced from four public-disclosure sources: SEC 13F, Form 4, 13D/13G, and House/Senate STOCK Act disclosures. Not financial advice. Full disclaimer

DOUBLELINE ETF TRUST

Smart Money Verdict

Who's Trading

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