13F Insight
DOSSIER · 13F Holders · Q1 2026High-convictionMulti-bagger
CAPE

DOUBLELINE ETF TRUST

51 institutions still hold DOUBLELINE ETF TRUST as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 25861R204·51 13F holders·last filed Mar 31, 2026
Market cap
—
▲ 7.8%
vs prior quarter
13F value held
$136M
74.0% inst. owned
of float
Holders
51
+69 QoQ
filers reporting
Activity
+52 / −53
+898 added · −801 reduced
this quarter
Concentration
21.27%
STRAIGHTLINE GROUP LLC #1
top holder share
AI Holders Summary · Q1 2026

51 institutions reported CAPE in Q1 2026. STRAIGHTLINE GROUP LLC leads at 21.3% of the visible book. +69 net new institutions vs prior quarter — accumulation reading.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
STRAIGHTLINE GROUP LLC
CIK 0001444864
$29M936K14.36%Q1 202602
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC
CIK 0001812177
$25M811K7.36%Q1 202603
FOUNDATIONS INVESTMENT ADVISORS, LLC
CIK 0001743404
$23M732K0.28%Q1 202604
UBS Group AG
CIK 0001610520
$12M402K0.00%Q1 202605
WADDELL & ASSOCIATES, LLC
CIK 0001776757
$10M334K0.58%Q1 202606
Santori & Peters, Inc.
CIK 0001730959
$8M254K2.44%Q1 202607
HF Advisory Group, LLC
CIK 0001963169
$4M138K1.45%Q1 202608
Main Street Financial Solutions, LLC
CIK 0001763350
$4M126K0.30%Q4 202509
BANK OF MONTREAL /CAN/
CIK 0000927971
$4M119K0.00%Q1 202610
Csenge Advisory Group
CIK 0001715593
$3M98K0.14%Q1 202611
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$3M86K0.00%Q1 202612
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC
CIK 0001818604
$2M74K0.16%Q1 202613
Capital Investment Advisors, LLC
CIK 0001582732
$2M63K0.03%Q1 202614
Socha Financial Group, LLC
CIK 0001967966
$2M52K0.81%Q1 202615
Southeast Asset Advisors, LLC
CIK 0001390003
$1M34K0.11%Q1 202616
Armor Investment Advisors, LLC
CIK 0001694079
$1M33K0.37%Q1 202617
CITADEL ADVISORS LLC
CIK 0001423053
$899,28828K0.00%Q4 202518
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC
CIK 0001021223
$893,58629K0.00%Q1 202619
AVAII WEALTH MANAGEMENT, LLC
CIK 0001904431
$720,63823K0.25%Q1 202620
SUSQUEHANNA INTERNATIONAL GROUP, LLP
CIK 0001446194· Market maker
$650,01121K0.00%Q1 2026
Page 1 of 3
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