CAPE — Doubleline ETF Trust Institutional Holders · Q3 2026
Who owns Doubleline ETF Trust (CAPE)? 2 institutions reported holding $5.49M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: HF Advisory Group, LLC ($4.8M), Avaii Wealth Management, LLC ($655,240).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | HF Advisory Group, LLC | $4.8M | 156,526 | Added |
| 2 | AVAII WEALTH MANAGEMENT, LLC | $655,240 | 21,267 | Trimmed |
Source: SEC Form 13F filings · as of 2026-09-30