Doubleline Shiller Cape USCAPEETF
13F holders, Q1 2026 (March 31)At the end of Q1 2026, 49 institutions reported holding Doubleline Shiller Cape US (CAPE) in their 13F filings, up 3 from Q4 2025. 9 opened new positions and 5 sold out. The largest holders were Straightline Group LLC ($28.9M), Walled Lake Planning & Wealth Management, LLC ($25.0M) and Foundations Investment Advisors, LLC ($22.6M). 2 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- Doubleline Shiller Cape US
- CUSIP
- 25861R204
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 9 | $4.7M |
| Exits | 5 | $4.8M |
All 13F filers, Q4 2025 → Q1 2026: 466,153 shares bought and 2,336,801 shares sold, net −1,870,648 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 49 holders
| Straightline Group LLC | 14.36% | Reduce -8.3% | 936,206 | $28.9M |
| Walled Lake Planning & Wealth Management, LLC | 7.36% | Reduce -3.6% | 811,372 | $25.0M |
| Foundations Investment Advisors, LLC | 0.28% | Add +28.1% | 732,383 | $22.6M |
| Evensky & Katz LLC | 0.86% | Reduce -7.0% | 489,986 | $15.1M |
| UBS Group AG | 0.00% | Add +9.3% | 402,269 | $12.4M |
| Waddell & Associates, LLC | 0.58% | Reduce -84.1% | 333,950 | $10.3M |
| Santori & Peters, Inc. | 2.44% | Add +0.6% | 254,206 | $7.8M |
| HF Advisory Group, LLC | 1.45% | Add +8.1% | 137,689 | $4.2M |
| Citadel Advisors | 0.00% | Add +377.9% | 133,323 | $4.1M |
| Bank of Montreal | 0.00% | Reduce -0.1% | 119,230 | $3.7M |
| Csenge Advisory Group | 0.14% | Reduce -6.1% | 98,076 | $3.0M |
| Main Street Financial Solutions, LLC | 0.21% | Reduce -25.4% | 94,280 | $2.9M |
| Jane Street Group, LLC | 0.00% | New | 86,000 | $2.7M |
| International Assets Investment Management, LLC | 0.16% | No change | 73,774 | $2.3M |
| Capital Investment Advisors, LLC | 0.03% | Reduce -19.3% | 63,051 | $1.9M |
| Socha Financial Group, LLC | 0.81% | Reduce -13.1% | 51,802 | $1.6M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +2.4% | 50,643 | $1.6M |
| Southeast Asset Advisors, LLC | 0.11% | Reduce -0.2% | 33,516 | $1.0M |
| Armor Investment Advisors, LLC | 0.37% | Reduce -85.0% | 33,476 | $1.0M |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 28,932 | $894K |
| Avaii Wealth Management, LLC | 0.25% | Reduce -0.7% | 23,357 | $721K |
| Susquehanna International Group, LLP | 0.00% | New | 21,068 | $650K |
| Dana Investment Advisors, Inc. | 0.02% | No change | 20,938 | $646K |
| Sepio Capital, LP | 0.03% | No change | 17,321 | $534K |
| Creative Financial Designs Inc. | 0.03% | Reduce -1.0% | 15,430 | $476K |
| HRT Financial LP | 0.00% | New | 14,944 | $461K |
| Cibc World Market Inc. | 0.00% | Reduce -47.9% | 14,250 | $440K |
| Kingswood Wealth Advisors, LLC | 0.01% | Reduce -46.6% | 9,700 | $299K |
| Corient Private Wealth LP | 0.00% | No change | 8,902 | $275K |
| AQR Capital Management | 0.00% | New | 8,478 | $262K |
| United Advisor Group, LLC | 0.03% | Add +14.2% | 8,431 | $260K |
| Navis Wealth Advisors, LLC | 0.13% | New | 8,251 | $255K |
| Transcend Capital Advisors, LLC | 0.02% | No change | 7,856 | $242K |
| LPL Financial LLC | 0.00% | Reduce -19.4% | 7,596 | $234K |
| Kestra Advisory Services, LLC | 0.00% | No change | 6,806 | $210K |
| Goldman Sachs Group Inc. | 0.00% | New | 6,614 | $204K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +26.4% | 3,227 | $100K |
| Legacy Wealth Managment, LLC | 0.05% | No change | 3,215 | $99K |
| Fifth Third Bancorp | 0.00% | New | 3,122 | $96K |
| Capital Analysts, LLC | 0.00% | No change | 2,846 | $88K |
| TD Capital Management LLC | 0.01% | No change | 2,142 | $66K |
| Hantz Financial Services, Inc. | 0.00% | New | 1,781 | $55K |
| Root Financial Partners, LLC | 0.00% | New | 1,034 | $32K |
| Creative Capital Management Investments LLC | 0.00% | No change | 519 | $16K |
| NewEdge Advisors, LLC | 0.00% | No change | 500 | $15K |
| Harbour Investments, Inc. | 0.00% | No change | 400 | $12K |
| Morgan Stanley | 0.00% | No change | 168 | $5K |
| Osaic Holdings, Inc. | 0.00% | No change | 139 | $4K |
| Rockefeller Capital Management L.P. | 0.00% | No change | 73 | $2K |
"% of holder's portfolio" is CAPE's weight in each manager's 13F, not the share of Doubleline Shiller Cape US the manager owns.