DOUBLELINE SHILLER CAPE US CAPE
$32.97
+1.2% 52w: $29.89 – $33.10
Latest 13F among current holders filed 32 days ago (Jun 3, 2026)
Price — last 12 months
research preview data29.8931.5033.10
Jun 20, 2025 Jul 2, 2026
Institutional holders
48
+2 QoQ
13F value
$157.0M
-31.4% QoQ
Smart-money holders
1
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns CAPE?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| STRAIGHTLINE GROUP LLC | Wealth advisor | 936.2K | $28.9M | 14.4% | -8.3% |
| WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC | Wealth advisor | 811.4K | $25.0M | 7.4% | -3.6% |
| Foundations Investment Advisors, LLC | Wealth advisor | 732.4K | $22.6M | 0.3% | +28.1% |
| Evensky & Katz LLC | Wealth advisor | 490.0K | $15.1M | 0.9% | -7.0% |
| UBS Group AG | Bank broker | 402.3K | $12.4M | 0.0% | +9.3% |
| WADDELL & ASSOCIATES, LLC | Wealth advisor | 333.9K | $10.3M | 0.6% | -84.1% |
| Santori & Peters, Inc. | Other | 254.2K | $7.8M | 2.4% | +0.5% |
| HF Advisory Group, LLC | Other | 137.7K | $4.2M | 1.4% | +8.1% |
| CITADEL ADVISORS LLC | Multistrat pod | 133.3K | $4.1M | 0.0% | +377.9% |
| BANK OF MONTREAL /CAN/ | Bank broker | 119.2K | $3.7M | 0.0% | -0.1% |
| Csenge Advisory Group | Wealth advisor | 98.1K | $3.0M | 0.1% | -6.1% |
| JANE STREET GROUP, LLC | Market maker | 86.0K | $2.7M | 0.0% | New |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | Diversified mechanical | 73.8K | $2.3M | 0.2% | Held |
| Capital Investment Advisors, LLC | Wealth advisor | 63.1K | $1.9M | 0.0% | -19.3% |
| Socha Financial Group, LLC | Wealth advisor | 51.8K | $1.6M | 0.8% | -13.1% |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 50.6K | $1.6M | 0.0% | +2.4% |
| Southeast Asset Advisors, LLC ★2 | Fundamental diversified | 33.5K | $1.0M | 0.1% | -0.2% |
| Armor Investment Advisors, LLC | Wealth advisor | 33.5K | $1.0M | 0.4% | -84.9% |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | Other | 28.9K | $894K | 0.0% | Held |
| AVAII WEALTH MANAGEMENT, LLC | Wealth advisor | 23.4K | $721K | 0.3% | -0.7% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Market maker | 21.1K | $650K | 0.0% | New |
| Dana Investment Advisors, Inc. | Other | 20.9K | $646K | 0.0% | Held |
| Sepio Capital, LP | Wealth advisor | 17.3K | $534K | 0.0% | Held |
| CREATIVE FINANCIAL DESIGNS INC /ADV | Wealth advisor | 15.4K | $476K | 0.0% | -1.0% |
| HRT FINANCIAL LP | Diversified mechanical | 14.9K | $461K | 0.0% | New |
| CIBC WORLD MARKET INC. | Diversified mechanical | 14.3K | $440K | 0.0% | -47.9% |
| KINGSWOOD WEALTH ADVISORS, LLC | Wealth advisor | 9.7K | $299K | 0.0% | -46.6% |
| Corient Private Wealth LLC | Diversified mechanical | 8.9K | $275K | 0.0% | -50.0% |
| AQR CAPITAL MANAGEMENT LLC | Quant stat arb | 8.5K | $262K | 0.0% | New |
| United Advisor Group, LLC | Wealth advisor | 8.4K | $260K | 0.0% | +14.2% |
| Navis Wealth Advisors, LLC | Wealth advisor | 8.3K | $255K | 0.1% | New |
| TRANSCEND CAPITAL ADVISORS, LLC | Other | 7.9K | $242K | 0.0% | Held |
| LPL Financial LLC | Bank broker | 7.6K | $234K | 0.0% | -19.4% |
| Kestra Advisory Services, LLC | Wealth advisor | 6.8K | $210K | 0.0% | Held |
| GOLDMAN SACHS GROUP INC | Bank broker | 6.6K | $204K | 0.0% | New |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | Insurance | 3.2K | $100K | 0.0% | +26.4% |
| Legacy Wealth Managment, LLC/ID | Wealth advisor | 3.2K | $99K | 0.0% | Held |
| FIFTH THIRD BANCORP | Diversified mechanical | 3.1K | $96K | 0.0% | New |
| Capital Analysts, LLC | Wealth advisor | 2.8K | $88K | 0.0% | Held |
| TD Capital Management LLC | Wealth advisor | 2.1K | $66K | 0.0% | Held |
| HANTZ FINANCIAL SERVICES, INC. | Wealth advisor | 1.8K | $55K | 0.0% | New |
| Root Financial Partners, LLC | Wealth advisor | 1.0K | $32K | 0.0% | New |
| Creative Capital Management Investments LLC | Wealth advisor | 519 | $16K | 0.0% | Held |
| NewEdge Advisors, LLC | Diversified mechanical | 500 | $15K | 0.0% | Held |
| HARBOUR INVESTMENTS, INC. | Wealth advisor | 400 | $12K | 0.0% | Held |
| MORGAN STANLEY | Bank broker | 168 | $5K | 0.0% | Held |
| OSAIC HOLDINGS, INC. | Wealth advisor | 139 | $4K | 0.0% | Held |
| Rockefeller Capital Management L.P. | Diversified mechanical | 73 | $2K | 0.0% | Held |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.