DOUBLELINE SHILLER CAPE US (CAPE) Institutional Shareholders
DOUBLELINE SHILLER CAPE US (CAPE) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $141.62M in CAPE holdings during the latest filing period.
Straightline Group Llc is currently the largest disclosed institutional shareholder of CAPE tracked by InsiderSet, reporting ownership valued at approximately $30.76M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $30.27M, representing an estimated loss of -1.60% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 93% of the total disclosed CAPE value among the investors covered in this analysis. Major shareholders include Straightline Group Llc, Foundations Investment Advisors, Llc, Walled Lake Planning & Wealth Management, Llc, and several other long-term asset managers with concentrated positions in DOUBLELINE SHILLER CAPE US (CAPE).
This page ranks the largest institutional CAPE shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
43
Total Reported Value
$141.62M
Largest Holder
Straightline Group Llc
Largest Position
$30.76M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
57
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Straightline Group Llc | 14.51% | 948,387 | $30,763,410 | $30,272,513 | -$490,897 | -1.60% | |
| Foundations Investment Advisors, Llc | 0.30% | 888,523 | $28,821,558 | $28,361,654 | -$459,904 | -1.60% | |
| Walled Lake Planning & Wealth Management, Llc | 6.61% | 807,928 | $26,207,257 | $25,789,062 | -$418,195 | -1.60% | |
| Ubs Group Ag | 0.00% | 412,233 | $13,372,014 | $13,158,477 | -$213,537 | -1.60% | |
| Waddell & Associates, Llc | 0.53% | 328,686 | $10,661,786 | $10,491,657 | -$170,129 | -1.60% | |
| Santori & Peters, Inc. | 2.15% | 234,697 | $7,613,020 | $7,491,528 | -$121,492 | -1.60% | |
| Hf Advisory Group, Llc | 1.50% | 149,640 | $4,853,957 | $4,776,509 | -$77,448 | -1.60% | |
| Bank Of Montreal | 0.00% | 123,579 | $4,008,606 | $3,944,642 | -$63,964 | -1.60% | |
| Csenge Advisory Group | 0.12% | 88,446 | $2,868,966 | $2,823,196 | -$45,770 | -1.60% | |
| International Assets Investment Management, Llc | 0.14% | 73,774 | $2,402,104 | $2,354,866 | -$47,238 | -1.97% | |
| Socha Financial Group, Llc | 0.62% | 47,241 | $1,532,385 | $1,507,933 | -$24,452 | -1.60% | |
| Southeast Asset Advisors, Llc | 0.11% | 33,516 | $1,087,179 | $1,069,831 | -$17,348 | -1.60% | |
| Kayne Anderson Rudnick Investment Management Llc | 0.00% | 28,849 | $934,400 | $920,860 | -$13,540 | -1.45% | |
| Avaii Wealth Management, Llc | 0.22% | 22,882 | $742,252 | $730,393 | -$11,859 | -1.60% | |
| Capital Investment Advisors, Llc | 0.01% | 22,683 | $735,773 | $724,041 | -$11,732 | -1.59% | |
| Susquehanna International Group, Llp | 0.00% | 20,719 | $672,075 | $661,350 | -$10,725 | -1.60% | |
| Sepio Capital, Lp | 0.03% | 17,321 | $561,852 | $552,886 | -$8,966 | -1.60% | |
| Hrt Financial Lp | 0.00% | 17,122 | $555,000 | $546,534 | -$8,466 | -1.53% | |
| Citadel Advisors Llc | 0.00% | 16,453 | $533,696 | $525,180 | -$8,516 | -1.60% | |
| United Advisor Group, Llc | 0.04% | 10,777 | $349,580 | $344,002 | -$5,578 | -1.60% | |
| Corient Private Wealth Llc | 0.00% | 8,902 | $288,760 | $284,152 | -$4,608 | -1.60% | |
| Aqr Capital Management Llc | 0.00% | 8,478 | $275,006 | $270,618 | -$4,388 | -1.60% | |
| Navis Wealth Advisors, Llc | 0.10% | 8,251 | $267,643 | $263,372 | -$4,271 | -1.60% | |
| Kingswood Wealth Advisors, Llc | 0.01% | 7,900 | $256,257 | $252,168 | -$4,089 | -1.60% | |
| Transcend Capital Advisors, Llc | 0.02% | 7,867 | $255,196 | $251,115 | -$4,081 | -1.60% | |
| Cibc World Market Inc. | 0.00% | 7,300 | $236,794 | $233,016 | -$3,778 | -1.60% | |
| Kestra Advisory Services, Llc | 0.00% | 6,806 | $220,770 | $217,248 | -$3,522 | -1.60% | |
| Lpl Financial Llc | 0.00% | 6,791 | $220,271 | $216,769 | -$3,502 | -1.59% | |
| Fifth Third Bancorp | 0.00% | 3,122 | $101,270 | $99,654 | -$1,616 | -1.60% | |
| Capital Analysts, Llc | 0.00% | 2,846 | $92,000 | $90,844 | -$1,156 | -1.26% | |
| Creative Financial Designs Inc | 0.00% | 990 | $32,113 | $31,601 | -$512 | -1.59% | |
| Hantz Financial Services, Inc. | 0.00% | 852 | $28,000 | $27,196 | -$804 | -2.87% | |
| Creative Capital Management Investments Llc | 0.00% | 519 | $16,835 | $16,566 | -$269 | -1.60% | |
| Newedge Advisors, Llc | 0.00% | 500 | $16,219 | $15,960 | -$259 | -1.60% | |
| Harbour Investments, Inc. | 0.00% | 400 | $12,975 | $12,768 | -$207 | -1.60% | |
| Wells Fargo & Company/Mn | 0.00% | 284 | $9,212 | $9,065 | -$147 | -1.59% | |
| Morgan Stanley | 0.00% | 169 | $5,482 | $5,394 | -$88 | -1.60% | |
| Osaic Holdings, Inc. | 0.00% | 139 | $4,509 | $4,437 | -$72 | -1.60% | |
| Jones Financial Companies Lllp | 0.00% | 107 | $3,506 | $3,415 | -$91 | -2.58% | |
| Rockefeller Capital Management L.P. | 0.00% | 73 | $2,399 | $2,330 | -$69 | -2.87% | |
| Cambridge Investment Research Advisors, Inc. | 0.00% | 36,716 | $1,191 | $1,171,975 | +$1,170,784 | +98302.58% | |
| Imprint Wealth Llc | 0.00% | 36 | $1,168 | $1,149 | -$19 | -1.62% | |
| Evensky & Katz Llc | 0.00% | 678 | $22 | $21,642 | +$21,620 | +98271.64% |
Frequently asked questions about CAPE
Who owns the most CAPE stock?
The largest holders of CAPE are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for DOUBLELINE SHILLER CAPE US (CAPE).
Is CAPE widely held by superinvestors?
Many widely followed stocks like CAPE appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly CAPE is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.