Who Owns DoubleLine Shiller CAPE U.S. Equities ETF (CAPE)?Hedge Fund & Institutional Holders

$31.88+0.32 (+1.00%)Financial ServicesNYSE_ARCA

Institutional Holders

48

as of Q4 2025

Total Institutional Value

$6.700000033623e+208T

% of Float Held

—

QoQ Change in Holders

+10 / -0

Price History

$27.26$28.77$30.28$31.79$33.30Sep 24Jun 25Mar 26

CAPE — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
Armor Investment Advisors, LLCNew Position+222K+$7.2B
Clear Point Advisors Inc.New Position+147K+$4.7B
Csenge Advisory GroupNew Position+104K+$3.4B
Capital Investment Advisors, LLCNew Position+78K+$2.5B
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLCNew Position+74K+$2.4B
Socha Financial Group, LLCNew Position+60K+$1.9B
STRAIGHTLINE GROUP LLCIncreased+7K+$793.7M
AVAII WEALTH MANAGEMENT, LLCNew Position+24K+$758.0M
KINGSWOOD WEALTH ADVISORS, LLCNew Position+18K+$585.0M
Main Street Financial Solutions, LLCIncreased+16K+$462.4M
TRANSCEND CAPITAL ADVISORS, LLCNew Position+8K+$253.0M
HF Advisory Group, LLCIncreased+38K+$241.2M
WADDELL & ASSOCIATES, LLCIncreased+43K+$67.9M
United Advisor Group, LLCIncreased+1K+$35.1M
Spire Wealth ManagementNew Position+500+$16.0M

CAPE — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
CIBC WORLD MARKET INC.Decreased-291-$900.5M
LPL Financial LLCDecreased-335-$318.0M
ROYAL BANK OF CANADADecreased-7K-$231.0M
Dana Investment Advisors, Inc.Decreased-3K-$91.3M
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CODecreased-1K-$45.9M
CREATIVE FINANCIAL DESIGNS INC /ADVDecreased-675-$27.6M
COMERICA BANKDecreased-217-$14.6M
Cambridge Investment Research Advisors, Inc.Decreased-61K-$2.6M
Evensky & Katz LLCDecreased-5K-$359K

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1WADDELL & ASSOCIATES, LLC2,097,338$67.0B4.52%Share
2STRAIGHTLINE GROUP LLC1,020,759$33.6B18.38%Share
3WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC841,761$27.1B8.58%Share
4UBS Group AG367,903$11.9B1.92%Share
5Santori & Peters, Inc.252,817$8.1B2.78%Share
6Armor Investment Advisors, LLC222,419$7.2B2.64%Share
7Clear Point Advisors Inc.146,550$4.7B3.67%Share
8HF Advisory Group, LLC157,353$4.1B1.37%Share
9Main Street Financial Solutions, LLC126,347$4.1B0.30%Share
10Csenge Advisory Group104,475$3.4B0.15%Share
11BANK OF MONTREAL /CAN/119,400$3.0B1.04%Share
12Capital Investment Advisors, LLC78,137$2.5B38.35%Share
13INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC73,774$2.4B0.16%Share
14Socha Financial Group, LLC59,628$1.9B0.94%Share
15KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC28,932$932.0M2.50%Share
16AVAII WEALTH MANAGEMENT, LLC23,523$758.0M0.27%Share
17Dana Investment Advisors, Inc.20,938$674.0M0.02%Share
18KINGSWOOD WEALTH ADVISORS, LLC18,150$585.0M0.03%Share
19Sepio Capital, LP17,321$558.0M0.03%Share
20CREATIVE FINANCIAL DESIGNS INC /ADV15,580$502.0M0.03%Share
21COMERICA BANK15,404$496.0M1.98%Share
22TRANSCEND CAPITAL ADVISORS, LLC7,856$253.0M0.02%Share
23United Advisor Group, LLC7,381$237.0M0.03%Share
24Legacy Wealth Managment, LLC/ID3,215$103.0M0.05%Share
25COMERICA BANK3,122$100.0M0.40%Share
26Evensky & Katz LLC526,634$17.0M0.96%Share
27Spire Wealth Management500$16.0M0.00%Share
28Creative Capital Management Investments LLC519$16.0M0.00%Share
29ASSETMARK, INC145$4.0M0.01%Share
30Southeast Asset Advisors, LLC33,597$1.1M0.10%Share
31Cambridge Investment Research Advisors, Inc.49,455$1.0M0.00%Share
32Corient Private Wealth LLC8,902$286K0.00%Share
33Capital Analysts, LLC2,846$92K0.00%Share
34TD Capital Management LLC2,142$69K0.01%Share
35FOUNDATIONS INVESTMENT ADVISORS, LLC449,616$14K0.00%Share
36HARBOUR INVESTMENTS, INC.400$12K0.00%Share
37NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO80$7K0.00%Share
38FOUNDATIONS INVESTMENT ADVISORS, LLC122,334$3K0.00%Share
39Rockefeller Capital Management L.P.73$00.00%Share
40CITADEL ADVISORS LLC27,897$00.00%Share
41CIBC WORLD MARKET INC.27,350$00.00%Share
42NewEdge Advisors, LLC500$00.00%Share
43ROYAL BANK OF CANADA152$00.00%Share
44OSAIC HOLDINGS, INC.139$00.00%Share
45MORGAN STANLEY167$00.00%Share
46MORGAN STANLEY1$00.00%Share
47LPL Financial LLC9,426$00.00%Share
48Kestra Advisory Services, LLC6,806$00.00%Share

CAPE Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 202545$186.3B+13
Q3 202532$163.2B-3
Q2 202535$181.2B-5
Q1 202540$180.9B+5
Q4 202435$200.5B+10
Q3 202425$95.0B+1
Q2 202424$487.7B+1
Q1 202423$440.8B—

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As of Q4 2025, 48 institutional investors hold CAPE (DoubleLine Shiller CAPE U.S. Equities ETF). The largest holder is WADDELL & ASSOCIATES, LLC with $67.0B in shares. This quarter, 10 institutions opened new positions and 0 closed their positions.

Frequently Asked Questions

How many hedge funds own CAPE?

As of Q4 2025, 48 institutional investors report holding CAPE (DoubleLine Shiller CAPE U.S. Equities ETF) in their 13F filings.

Who is the largest institutional holder of CAPE?

The largest institutional holder of CAPE is WADDELL & ASSOCIATES, LLC with $67.0B in shares.

Is institutional ownership of CAPE increasing or decreasing?

This quarter, 10 institutions opened new positions in CAPE and 0 closed their positions.