Who owns CAPE?
DoubleLine Shiller CAPE U.S. Equities ETF · DoubleLine
47 institutions reported holding CAPE, worth $151.4M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of CAPE
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Straightline Group LLC | Troy, MI | $30.8M | 948,387 | +12,181 shares |
| Foundations Investment Advisors, LLC | Phoenix, AZ | $28.8M | 888,523 | +156,140 shares |
| Walled Lake Planning & Wealth Management, LLC | Highland Park, IL | $26.2M | 807,928 | −3,444 shares |
| UBS Group AG | Zurich, Switzerland | $13.4M | 412,233 | +9,964 shares |
| Waddell & Associates, LLC | Memphis, TN | $10.7M | 328,686 | −5,264 shares |
| Santori & Peters, Inc. | Canonsburg, PA | $7.6M | 234,697 | −19,509 shares |
| HF Advisory Group, LLC | Annapolis, MD | $4.9M | 149,640 | +11,951 shares |
| Bank of Montreal | Toronto, Ontario, Canada | $4.0M | 123,579 | +4,349 shares |
| Clear Point Advisors Inc. | Melville, NY | $4.0M | 123,241 | New position |
| Main Street Financial Solutions, LLC | Newtown, PA | $3.2M | 99,549 | New position |
From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns CAPE?
47 institutional managers reported holding CAPE in Form 13F filings for June 30, 2026, worth $151.4M in total. The largest reported position was held by Straightline Group LLC, at $30.8M.
Did institutions buy or sell CAPE last quarter?
Reported 13F value fell 3.6% from March 31, 2026, which includes price moves as well as buying and selling. 7 firms reported a new position and 7 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is CAPE ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.