Doubleline Shiller Cape USCAPEETF
13F holders, Q2 2025 (June 30)42holders +2
3new positions
2sold out
1famous investor
$31.80avg. 13F price*
At the end of Q2 2025, 42 institutions reported holding Doubleline Shiller Cape US (CAPE) in their 13F filings, up 2 from Q1 2025. 3 opened new positions and 2 sold out. The largest holders were Waddell & Associates, LLC ($63.3M), Straightline Group LLC ($30.9M) and Walled Lake Planning & Wealth Management, LLC ($27.8M). 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 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 3 | $541K |
| Exits | 2 | $3.1M |
All 13F filers, Q1 2025 → Q2 2025: 173,620 shares bought and 223,861 shares sold, net −50,241 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 42 holders
| Waddell & Associates, LLC | 6.75% | Add +0.3% | 1,988,686 | $63.3M |
| Straightline Group LLC | 19.26% | Add +1.0% | 970,604 | $30.9M |
| Walled Lake Planning & Wealth Management, LLC | 9.07% | Add +0.6% | 872,962 | $27.8M |
| Evensky & Katz LLC | 1.07% | Reduce -0.7% | 551,666 | $17.5M |
| Foundations Investment Advisors, LLC | 0.18% | Add +23.5% | 352,924 | $11.2M |
| UBS Group AG | 0.00% | Add +7.8% | 334,130 | $10.6M |
| Santori & Peters, Inc. | 2.94% | Reduce -0.7% | 255,800 | $8.1M |
| Clear Point Advisors Inc. | 4.59% | Add +2.4% | 171,108 | $5.4M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +2.1% | 125,393 | $4.0M |
| HF Advisory Group, LLC | 1.51% | Add +5.4% | 120,089 | $3.8M |
| Csenge Advisory Group | 0.17% | Reduce -0.2% | 106,196 | $3.3M |
| Bank of Montreal | 0.00% | Add +0.0% | 100,735 | $3.2M |
| Main Street Financial Solutions, LLC | 0.23% | Reduce -11.4% | 99,646 | $3.2M |
| Socha Financial Group, LLC | 1.37% | Reduce -14.5% | 96,935 | $3.1M |
| Capital Investment Advisors, LLC | 0.05% | Add +10.9% | 93,602 | $3.0M |
| International Assets Investment Management, LLC | 0.20% | No change | 79,139 | $2.5M |
| Southeast Asset Advisors, LLC | 0.13% | No change | 33,597 | $1.1M |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | Add +0.1% | 28,845 | $917K |
| Cibc World Market Inc. | 0.00% | Add +7.6% | 28,441 | $905K |
| Avaii Wealth Management, LLC | 0.35% | Add +3.8% | 25,078 | $798K |
| Dana Investment Advisors, Inc. | 0.02% | Add +5.1% | 23,689 | $754K |
| Comerica Bank | 0.00% | Add +14.2% | 18,743 | $596K |
| Kingswood Wealth Advisors, LLC | 0.05% | Reduce -0.8% | 18,550 | $590K |
| Armor Investment Advisors, LLC | 0.20% | Add +8.4% | 17,022 | $541K |
| Citadel Advisors | 0.00% | Reduce -84.6% | 15,716 | $500K |
| Creative Financial Designs Inc. | 0.03% | Add +1080.4% | 14,755 | $469K |
| LPL Financial LLC | 0.00% | New | 8,217 | $261K |
| Transcend Capital Advisors, LLC | 0.02% | Add +0.2% | 7,661 | $244K |
| Commonwealth Equity Services, LLC | 0.00% | New | 7,373 | $235K |
| Kestra Advisory Services, LLC | 0.00% | No change | 6,806 | $216K |
| Osaic Holdings, Inc. | 0.00% | Add +26.9% | 3,999 | $127K |
| Legacy Investment Solutions, LLC | 0.05% | — | 3,178 | $101K |
| Legacy Wealth Managment, LLC | 0.05% | Reduce -25.6% | 3,178 | $101K |
| Capital Analysts, LLC | 0.00% | No change | 2,846 | $91K |
| TD Capital Management LLC | 0.01% | Add +0.3% | 2,118 | $67K |
| Northwestern Mutual Wealth Management Co. | 0.00% | New | 1,408 | $45K |
| Spire Wealth Management | 0.00% | No change | 500 | $16K |
| NewEdge Advisors, LLC | 0.00% | No change | 500 | $16K |
| Harbour Investments, Inc. | 0.00% | No change | 400 | $13K |
| AE Wealth Management LLC | 0.00% | Reduce -16.3% | 273 | $9K |
| Morgan Stanley | 0.00% | Add +0.6% | 169 | $5K |
| Assetmark, Inc. | 0.00% | Add +7150.0% | 145 | $5K |
"% of holder's portfolio" is CAPE's weight in each manager's 13F, not the share of Doubleline Shiller Cape US the manager owns.