Doubleline Shiller Cape USCAPEETF
13F holders, Q1 2024 (March 31)33holders
1famous investor
$28.00avg. 13F price*
At the end of Q1 2024, 33 institutions reported holding Doubleline Shiller Cape US (CAPE) in their 13F filings. The largest holders were UBS Group AG ($62.1M), Waddell & Associates, LLC ($54.7M) and Socha Financial Group, LLC ($53.5M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Doubleline Shiller Cape US
- CUSIP
- 25861R204
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $1.9M |
| Exits | 1 | $6K |
Ownership 33 holders
| UBS Group AG | 0.02% | Add +4.1% | 2,218,363 | $62.1M |
| Waddell & Associates, LLC | 7.40% | Reduce -2.5% | 1,953,979 | $54.7M |
| Socha Financial Group, LLC | 23.46% | Reduce -0.3% | 1,910,318 | $53.5M |
| Walled Lake Planning & Wealth Management, LLC | 9.79% | Add +0.6% | 851,103 | $23.8M |
| Evensky & Katz LLC | 1.20% | Reduce -1.6% | 606,677 | $17.0M |
| Santori & Peters, Inc. | 3.46% | Reduce -0.6% | 285,807 | $8.0M |
| Clear Point Advisors Inc. | 6.10% | Reduce -1.1% | 264,850 | $7.4M |
| Csenge Advisory Group | 0.33% | Add +9.0% | 211,928 | $5.9M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Reduce -73.3% | 142,735 | $4.0M |
| HF Advisory Group, LLC | 1.52% | Add +0.7% | 96,828 | $2.7M |
| Capital Investment Advisors, LLC | 0.06% | Add +31.6% | 94,132 | $2.6M |
| Bank of Montreal | 0.00% | Add +17.3% | 90,785 | $2.5M |
| Transform Wealth, LLC | 0.23% | Reduce -36.1% | 86,165 | $2.4M |
| International Assets Investment Management, LLC | 0.24% | Reduce -0.3% | 81,199 | $2.3M |
| Citadel Advisors | 0.00% | New | 68,605 | $1.9M |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | Reduce -56.9% | 57,752 | $1.6M |
| Southeast Asset Advisors, LLC | 0.11% | No change | 33,597 | $941K |
| Arete Wealth Advisors, LLC | 0.07% | Reduce -7.1% | 27,743 | $777K |
| Avaii Wealth Management, LLC | 0.36% | Add +6.7% | 21,850 | $612K |
| Dana Investment Advisors, Inc. | 0.02% | Reduce -2.5% | 21,020 | $589K |
| StoneX Group Inc. | 0.05% | Reduce -60.4% | 20,433 | $572K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -54.0% | 13,129 | $368K |
| Transcend Capital Advisors, LLC | 0.03% | Add +14.5% | 12,499 | $350K |
| Kingswood Wealth Advisors, LLC | 0.04% | Add +33.3% | 12,400 | $347K |
| Comerica Bank | 0.00% | Add +9.3% | 10,169 | $285K |
| Cibc World Market Inc. | 0.00% | Add +9.2% | 9,674 | $271K |
| Regal Investment Advisors LLC | 0.02% | Reduce -0.5% | 9,609 | $269K |
| Capital Analysts, LLC | 0.00% | No change | 3,486 | $98K |
| TD Capital Management LLC | 0.01% | No change | 2,085 | $58K |
| Osaic Holdings, Inc. | 0.00% | Add +137.7% | 511 | $14K |
| UMB Bank, n.a. | 0.00% | No change | 500 | $14K |
| Harbour Investments, Inc. | 0.00% | No change | 400 | $11K |
| Morgan Stanley | 0.00% | Reduce -50.0% | 1 | $32 |
"% of holder's portfolio" is CAPE's weight in each manager's 13F, not the share of Doubleline Shiller Cape US the manager owns.