CAPE Institutional Ownership & Shareholders
DOUBLELINE SHILLER CAPE US (CAPE) is currently held by 42 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $136.86M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
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 $30.66M, representing an estimated loss of -0.34% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 92% 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
42
Total Reported Value
$136.86M
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 | $30,659,360 | -$104,050 | -0.34% | |
| Foundations Investment Advisors, Llc | 0.30% | 888,523 | $28,821,558 | $28,724,083 | -$97,475 | -0.34% | |
| Walled Lake Planning & Wealth Management, Llc | 6.02% | 819,109 | $25,310,700 | $26,480,074 | +$1,169,374 | +4.62% | |
| Ubs Group Ag | 0.00% | 412,233 | $13,372,014 | $13,326,627 | -$45,387 | -0.34% | |
| Waddell & Associates, Llc | 0.53% | 328,686 | $10,661,786 | $10,625,728 | -$36,058 | -0.34% | |
| Hf Advisory Group, Llc | 1.44% | 156,526 | $4,836,711 | $5,060,157 | +$223,446 | +4.62% | |
| Bank Of Montreal | 0.00% | 123,579 | $4,008,606 | $3,995,050 | -$13,556 | -0.34% | |
| Clear Point Advisors Inc. | 2.21% | 104,621 | $3,232,835 | $3,382,177 | +$149,342 | +4.62% | |
| Csenge Advisory Group | 0.12% | 88,446 | $2,868,966 | $2,859,273 | -$9,693 | -0.34% | |
| International Assets Investment Management, Llc | 0.13% | 73,299 | $2,246,614 | $2,369,603 | +$122,989 | +5.47% | |
| Socha Financial Group, Llc | 0.58% | 44,657 | $1,379,915 | $1,443,667 | +$63,752 | +4.62% | |
| Santori & Peters, Inc. | 0.30% | 36,501 | $1,127,897 | $1,180,001 | +$52,104 | +4.62% | |
| Southeast Asset Advisors, Llc | 0.11% | 33,516 | $1,087,179 | $1,083,502 | -$3,677 | -0.34% | |
| Kayne Anderson Rudnick Investment Management Llc | 0.00% | 28,849 | $934,400 | $932,628 | -$1,772 | -0.19% | |
| Capital Investment Advisors, Llc | 0.01% | 21,941 | $677,969 | $709,306 | +$31,337 | +4.62% | |
| Susquehanna International Group, Llp | 0.00% | 20,719 | $672,075 | $669,802 | -$2,273 | -0.34% | |
| Avaii Wealth Management, Llc | 0.19% | 21,267 | $655,240 | $687,517 | +$32,277 | +4.93% | |
| Hrt Financial Lp | 0.00% | 17,122 | $555,000 | $553,518 | -$1,482 | -0.27% | |
| Sepio Capital, Lp | 0.02% | 17,321 | $535,224 | $559,952 | +$24,728 | +4.62% | |
| Citadel Advisors Llc | 0.00% | 16,453 | $533,696 | $531,891 | -$1,805 | -0.34% | |
| United Advisor Group, Llc | 0.04% | 11,639 | $359,649 | $376,264 | +$16,615 | +4.62% | |
| Corient Private Wealth Llc | 0.00% | 8,902 | $288,760 | $287,783 | -$977 | -0.34% | |
| Aqr Capital Management Llc | 0.00% | 8,478 | $275,006 | $274,076 | -$930 | -0.34% | |
| Navis Wealth Advisors, Llc | 0.10% | 8,251 | $267,643 | $266,738 | -$905 | -0.34% | |
| Transcend Capital Advisors, Llc | 0.02% | 7,867 | $255,196 | $254,324 | -$872 | -0.34% | |
| Cibc World Market Inc. | 0.00% | 7,300 | $236,794 | $235,994 | -$800 | -0.34% | |
| Lpl Financial Llc | 0.00% | 6,791 | $220,271 | $219,539 | -$732 | -0.33% | |
| Kestra Advisory Services, Llc | 0.00% | 6,806 | $210,307 | $220,024 | +$9,717 | +4.62% | |
| Fifth Third Bancorp | 0.00% | 3,122 | $101,270 | $100,928 | -$342 | -0.34% | |
| Capital Analysts, Llc | 0.00% | 2,846 | $92,000 | $92,005 | +$5 | +0.01% | |
| Creative Financial Designs Inc | 0.00% | 990 | $32,113 | $32,005 | -$108 | -0.34% | |
| Hantz Financial Services, Inc. | 0.00% | 852 | $28,000 | $27,543 | -$457 | -1.63% | |
| Newedge Advisors, Llc | 0.00% | 500 | $16,219 | $16,164 | -$55 | -0.34% | |
| Creative Capital Management Investments Llc | 0.00% | 519 | $16,037 | $16,778 | +$741 | +4.62% | |
| Harbour Investments, Inc. | 0.00% | 400 | $12,975 | $12,931 | -$44 | -0.34% | |
| Wells Fargo & Company/Mn | 0.00% | 284 | $9,212 | $9,181 | -$31 | -0.34% | |
| Morgan Stanley | 0.00% | 169 | $5,482 | $5,463 | -$19 | -0.34% | |
| Osaic Holdings, Inc. | 0.00% | 139 | $4,509 | $4,494 | -$15 | -0.34% | |
| Jones Financial Companies Lllp | 0.00% | 107 | $3,506 | $3,459 | -$47 | -1.34% | |
| Rockefeller Capital Management L.P. | 0.00% | 73 | $2,399 | $2,360 | -$39 | -1.63% | |
| Imprint Wealth Llc | 0.00% | 36 | $1,168 | $1,164 | -$4 | -0.36% | |
| Cambridge Investment Research Advisors, Inc. | 0.00% | 36,412 | $1,125 | $1,177,123 | +$1,175,998 | +104533.20% |
Frequently asked questions about CAPE
Who are the largest institutional holders of CAPE?
The largest institutional holders of CAPE reported in the latest SEC Form 13F filings include Straightline Group Llc, Foundations Investment Advisors, Llc, Walled Lake Planning & Wealth Management, Llc, Ubs Group Ag, and Waddell & Associates, Llc. InsiderSet ranks institutional holders by their latest reported CAPE position.
What is CAPE institutional ownership?
This page tracks CAPE positions reported by institutional investment managers through SEC Form 13F. DOUBLELINE SHILLER CAPE US (CAPE) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own CAPE?
InsiderSet currently tracks 42 institutional managers reporting CAPE holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of CAPE shareholders.
How much CAPE stock do institutions own?
Institutional investment managers disclosed approximately $136.86M in CAPE holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was CAPE institutional ownership last updated?
The latest CAPE institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional CAPE holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its CAPE position after the reporting date.
Are institutions buying or selling CAPE?
Institutional buying and selling can be analyzed by comparing CAPE positions across consecutive 13F reporting periods. InsiderSet's CAPE Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View CAPE ownership changes.
How has CAPE institutional ownership changed over time?
InsiderSet tracks CAPE institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.