DOUBLELINE SHILLER CAPE US (CAPE) Top 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 March 31, 2026. The institutional investors covered on this page collectively reported approximately $139.74M 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 $28.88M in its March 31, 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 $29.83M, representing an estimated gain of +3.27% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 87% of the total disclosed CAPE value among the investors covered in this analysis. Major shareholders include Straightline Group Llc, Walled Lake Planning & Wealth Management, Llc, Foundations Investment Advisors, 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
47
Total Reported Value
$139.74M
Largest Holder
Straightline Group Llc
Largest Position
$28.88M
Insider Transactions (90d)
0
Latest Filing Quarter
Q1 2026
New Institutional Positions
54
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Straightline Group Llc | 14.36% | 936,206 | $28,884,775 | $29,828,179 | +$943,404 | +3.27% | |
| Walled Lake Planning & Wealth Management, Llc | 7.36% | 811,372 | $25,033,255 | $25,850,880 | +$817,625 | +3.27% | |
| Foundations Investment Advisors, Llc | 0.28% | 732,383 | $22,596,202 | $23,334,235 | +$738,033 | +3.27% | |
| Ubs Group Ag | 0.00% | 402,269 | $12,411,205 | $12,816,572 | +$405,367 | +3.27% | |
| Waddell & Associates, Llc | 0.58% | 333,950 | $10,303,358 | $10,639,881 | +$336,523 | +3.27% | |
| Santori & Peters, Inc. | 2.44% | 254,206 | $7,843,017 | $8,099,181 | +$256,164 | +3.27% | |
| Hf Advisory Group, Llc | 1.45% | 137,689 | $4,248,119 | $4,386,868 | +$138,749 | +3.27% | |
| Citadel Advisors Llc | 0.00% | 133,323 | $4,113,415 | $4,247,764 | +$134,349 | +3.27% | |
| Bank Of Montreal | 0.00% | 119,230 | $3,678,603 | $3,798,751 | +$120,148 | +3.27% | |
| Csenge Advisory Group | 0.14% | 98,076 | $3,025,941 | $3,124,770 | +$98,829 | +3.27% | |
| Jane Street Group, Llc | 0.00% | 86,000 | $2,653,358 | $2,740,020 | +$86,662 | +3.27% | |
| International Assets Investment Management, Llc | 0.16% | 73,774 | $2,286,249 | $2,350,491 | +$64,242 | +2.81% | |
| Capital Investment Advisors, Llc | 0.03% | 63,051 | $1,945,305 | $2,008,849 | +$63,544 | +3.27% | |
| Socha Financial Group, Llc | 0.81% | 51,802 | $1,598,247 | $1,650,448 | +$52,201 | +3.27% | |
| Southeast Asset Advisors, Llc | 0.11% | 33,516 | $1,034,069 | $1,067,843 | +$33,774 | +3.27% | |
| Armor Investment Advisors, Llc | 0.37% | 33,476 | $1,032,842 | $1,066,569 | +$33,727 | +3.27% | |
| Kayne Anderson Rudnick Investment Management Llc | 0.00% | 28,932 | $893,586 | $921,794 | +$28,208 | +3.16% | |
| Avaii Wealth Management, Llc | 0.25% | 23,357 | $720,638 | $744,170 | +$23,532 | +3.27% | |
| Susquehanna International Group, Llp | 0.00% | 21,068 | $650,011 | $671,241 | +$21,230 | +3.27% | |
| Dana Investment Advisors, Inc. | 0.02% | 20,938 | $646,000 | $667,099 | +$21,099 | +3.27% | |
| Sepio Capital, Lp | 0.03% | 17,321 | $534,405 | $551,859 | +$17,454 | +3.27% | |
| Creative Financial Designs Inc | 0.03% | 15,430 | $476,062 | $491,611 | +$15,549 | +3.27% | |
| Cibc World Market Inc. | 0.00% | 14,250 | $439,613 | $454,015 | +$14,402 | +3.28% | |
| Kingswood Wealth Advisors, Llc | 0.01% | 9,700 | $299,274 | $309,049 | +$9,775 | +3.27% | |
| Corient Private Wealth Llc | 0.00% | 8,902 | $274,653 | $283,624 | +$8,971 | +3.27% | |
| Aqr Capital Management Llc | 0.00% | 8,478 | $261,572 | $270,115 | +$8,543 | +3.27% | |
| United Advisor Group, Llc | 0.03% | 8,431 | $260,122 | $268,618 | +$8,496 | +3.27% | |
| Navis Wealth Advisors, Llc | 0.13% | 8,251 | $254,568 | $262,883 | +$8,315 | +3.27% | |
| Transcend Capital Advisors, Llc | 0.02% | 7,856 | $242,388 | $250,298 | +$7,910 | +3.26% | |
| Lpl Financial Llc | 0.00% | 7,596 | $234,348 | $242,014 | +$7,666 | +3.27% | |
| Kestra Advisory Services, Llc | 0.00% | 6,806 | $209,986 | $216,844 | +$6,858 | +3.27% | |
| Goldman Sachs Group Inc | 0.00% | 6,614 | $204,062 | $210,727 | +$6,665 | +3.27% | |
| Northwestern Mutual Wealth Management Co | 0.00% | 3,227 | $99,563 | $102,814 | +$3,251 | +3.27% | |
| Legacy Wealth Managment, Llc/Id | 0.05% | 3,215 | $99,183 | $102,432 | +$3,249 | +3.28% | |
| Fifth Third Bancorp | 0.00% | 3,122 | $96,323 | $99,469 | +$3,146 | +3.27% | |
| Td Capital Management Llc | 0.01% | 2,142 | $66,094 | $68,246 | +$2,152 | +3.26% | |
| Root Financial Partners, Llc | 0.00% | 1,034 | $31,902 | $32,944 | +$1,042 | +3.27% | |
| Creative Capital Management Investments Llc | 0.00% | 519 | $16,013 | $16,536 | +$523 | +3.26% | |
| Evensky & Katz Llc | 0.86% | 489,986 | $15,118 | $15,611,297 | +$15,596,179 | +103162.98% | |
| Harbour Investments, Inc. | 0.00% | 400 | $12,341 | $12,744 | +$403 | +3.27% | |
| Morgan Stanley | 0.00% | 168 | $5,203 | $5,353 | +$150 | +2.88% | |
| Osaic Holdings, Inc. | 0.00% | 139 | $4,289 | $4,429 | +$140 | +3.26% | |
| Rockefeller Capital Management L.P. | 0.00% | 73 | $2,276 | $2,326 | +$50 | +2.19% | |
| Cambridge Investment Research Advisors, Inc. | 0.00% | 50,643 | $1,562 | $1,613,521 | +$1,611,959 | +103198.43% | |
| Hrt Financial Lp | 0.00% | 14,944 | $461 | $476,126 | +$475,665 | +103181.19% | |
| Capital Analysts, Llc | 0.00% | 2,846 | $88 | $90,676 | +$90,588 | +102940.40% | |
| Hantz Financial Services, Inc. | 0.00% | 1,781 | $55 | $56,744 | +$56,689 | +103070.74% |
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.