Doubleline Shiller Cape USCAPEETF
13F holders, Q1 2025 (March 31)40holders +1
5new positions
4sold out
1famous investor
$30.37avg. 13F price*
At the end of Q1 2025, 40 institutions reported holding Doubleline Shiller Cape US (CAPE) in their 13F filings, up 1 from Q4 2024. 5 opened new positions and 4 sold out. The largest holders were Waddell & Associates, LLC ($60.2M), Straightline Group LLC ($29.2M) and Walled Lake Planning & Wealth Management, LLC ($26.4M). 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 Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 5 | $3.9M |
| Exits | 4 | $1.4M |
All 13F filers, Q4 2024 → Q1 2025: 217,609 shares bought and 2,380,222 shares sold, net −2,162,613 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 40 holders
| Waddell & Associates, LLC | 7.31% | Add +0.7% | 1,982,264 | $60.2M |
| Straightline Group LLC | 18.88% | Reduce -4.8% | 961,068 | $29.2M |
| Walled Lake Planning & Wealth Management, LLC | 9.37% | Add +0.2% | 867,953 | $26.4M |
| Evensky & Katz LLC | 1.13% | Reduce -4.2% | 555,300 | $16.9M |
| UBS Group AG | 0.00% | Reduce -86.3% | 309,892 | $9.4M |
| Foundations Investment Advisors, LLC | 0.16% | Add +2.3% | 285,712 | $8.7M |
| Santori & Peters, Inc. | 3.16% | Reduce -3.9% | 257,690 | $7.8M |
| Clear Point Advisors Inc. | 4.57% | Reduce -19.7% | 167,108 | $5.1M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +2.1% | 122,814 | $3.7M |
| HF Advisory Group, LLC | 1.51% | Add +4.8% | 113,913 | $3.5M |
| Socha Financial Group, LLC | 1.68% | Reduce -50.4% | 113,347 | $3.4M |
| Main Street Financial Solutions, LLC | 0.30% | New | 112,439 | $3.4M |
| Citadel Advisors | 0.00% | Add +1.4% | 102,064 | $3.1M |
| Csenge Advisory Group | 0.18% | Reduce -50.6% | 106,400 | $3.1M |
| Bank of Montreal | 0.00% | Add +5.5% | 100,731 | $3.1M |
| Susquehanna International Group, LLP | 0.00% | Add +139.5% | 93,371 | $2.8M |
| Capital Investment Advisors, LLC | 0.05% | Reduce -8.1% | 84,408 | $2.6M |
| International Assets Investment Management, LLC | 0.21% | Reduce -2.5% | 79,139 | $2.4M |
| Southeast Asset Advisors, LLC | 0.13% | No change | 33,597 | $1.0M |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | Reduce -0.2% | 28,824 | $875K |
| Cibc World Market Inc. | 0.00% | Reduce -5.4% | 26,441 | $804K |
| Avaii Wealth Management, LLC | 0.39% | Reduce -0.1% | 24,161 | $734K |
| Dana Investment Advisors, Inc. | 0.02% | Reduce -1.2% | 22,530 | $685K |
| Kingswood Wealth Advisors, LLC | 0.05% | Reduce -36.0% | 18,700 | $568K |
| Comerica Bank | 0.00% | No change | 16,417 | $499K |
| Armor Investment Advisors, LLC | 0.20% | Add +3.7% | 15,709 | $477K |
| Arete Wealth Advisors, LLC | 0.02% | Reduce -19.4% | 7,913 | $240K |
| Transcend Capital Advisors, LLC | 0.02% | Reduce -6.8% | 7,649 | $232K |
| Kestra Advisory Services, LLC | 0.00% | New | 6,806 | $207K |
| Legacy Wealth Managment, LLC | 0.09% | New | 4,271 | $130K |
| Osaic Holdings, Inc. | 0.00% | New | 3,150 | $96K |
| Capital Analysts, LLC | 0.00% | Reduce -14.9% | 2,846 | $86K |
| TD Capital Management LLC | 0.01% | No change | 2,112 | $64K |
| Creative Financial Designs Inc. | 0.00% | No change | 1,250 | $38K |
| Spire Wealth Management | 0.00% | New | 500 | $15K |
| NewEdge Advisors, LLC | 0.00% | No change | 500 | $15K |
| Harbour Investments, Inc. | 0.00% | No change | 400 | $12K |
| AE Wealth Management LLC | 0.00% | No change | 326 | $10K |
| Morgan Stanley | 0.00% | No change | 168 | $5K |
| Assetmark, Inc. | 0.00% | Reduce -98.6% | 2 | $61 |
"% of holder's portfolio" is CAPE's weight in each manager's 13F, not the share of Doubleline Shiller Cape US the manager owns.