DOUBLELINE ETF TRUST

$CAPE
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Institutional coverage

48 13F filers hold $CAPE.

13F holders
48
Insider buys · 90d
0
Congress · 90d
0

Smart Money · top-200 alpha cohort

No exposure this quarter

No top-200 alpha managers currently hold $CAPE. The institutional holders table below shows the broader 13F picture.

Institutional holders

Top 10 of 48 · Source: 13F-HR
01
USAdvisors Wealth Management, LLC
0.28% of portfolio
1,174,584 sh
02
Dana Investment Advisors, Inc.
14.36% of portfolio
936,206 sh
03
Procyon Advisors, LLC
7.36% of portfolio
811,372 sh
04
Clark Capital Management Group, Inc.
0.86% of portfolio
489,986 sh
05
Meridian Wealth Advisors, LLC
0.58% of portfolio
333,950 sh
06
Conrad N. Hilton Foundation
2.44% of portfolio
254,206 sh
07
Integrated Wealthcare, LLC
1.46% of portfolio
137,689 sh
08
Solus Alternative Asset Management LP
—
133,323 sh
09
Camelot Capital Partners, LLC
0.30% of portfolio
126,347 sh
10
Godsey & Gibb, Inc.
—
119,230 sh
See all 48 13F holders · Pro →

Insider activity · last 90 days

No insider activity

No Form 4 filings on record for $CAPE in the recent window.

Congress trades · last 90 days

No Congress trades

No STOCK Act filings reference $CAPE in the recent window.

Source data: SEC EDGAR · 13F-HR · Form 4 · U.S. House Clerk PTR (disclosures-clerk.house.gov) · Senate eFD (senate.gov) · Last refreshed 10:03 UTC.