DOUBLELINE SHILLER CAPE US (CAPE) Institutional Ownership and Insiders Activity
DOUBLELINE SHILLER CAPE US (CAPE) is widely held by institutional investors, with 42 firms reporting positions valued at approximately $136.86M based on SEC Form 13F filings for the quarter ended June 30, 2026.
Straightline Group Llc is the largest disclosed holder, reporting approximately $30.76M in CAPE holdings in its latest filing.
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
44
Funds Exiting Positions
1
Top Institutional Owners
View allInvestorReported Balance
- Straightline Group Llc$30.76M
- Foundations Investment Advisors, Llc$28.82M
- Walled Lake Planning & Wealth Management, Llc$25.31M
- Ubs Group Ag$13.37M
- Waddell & Associates, Llc$10.66M
CAPE News
All news- Straightline Group Llc Portfolio Changes in Q2 2026
Aug 20, 2026 · valut.ai
- Walled Lake Planning & Wealth Management Portfolio Changes in Q2 2026
Jul 21, 2026 · valut.ai