Who Owns CAPE?
DoubleLine Shiller CAPE U.S. Equities ETF — Institutional Ownership & 13F Holdings
$32.26
+0.29 (+0.92%)
Market Cap
$332.5M
Shares Outstanding
7,933,540
Institutional Holders
40
Total Inst. Value
$190.1M
% of Float Held
—
QoQ Holder Change
+17
Institutional data as of Q1 2025
New Positions
10
Closed Positions
5
Increased
9
Decreased
13
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | WADDELL & ASSOCIATES, LLC | $60.2M | 1,982,264 |
| 2 | STRAIGHTLINE GROUP LLC | $29.2M | 961,068 |
| 3 | WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC | $26.4M | 867,953 |
| 4 | Evensky & Katz LLC | $16.9M | 555,300 |
| 5 | UBS Group AG | $9.4M | 309,892 |
| 6 | Santori & Peters, Inc.New | $7.8M | 257,690 |
| 7 | Clear Point Advisors Inc.New | $5.1M | 167,108 |
| 8 | Cambridge Investment Research Advisors, Inc. | $3.7M | 122,814 |
| 9 | HF Advisory Group, LLCNew | $3.5M | 113,913 |
| 10 | Socha Financial Group, LLCNew | $3.4M | 113,347 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| WADDELL & ASSOCIATES, LLC | +13K | $60.2M |
| WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC | +2K | $26.4M |
| Santori & Peters, Inc.New | +258K | $7.8M |
| Clear Point Advisors Inc.New | +167K | $5.1M |
| Cambridge Investment Research Advisors, Inc. | +2K | $3.7M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| UBS Group AG | -2.0M | $9.4M |
| Csenge Advisory Group | -109K | $3.1M |
| STRAIGHTLINE GROUP LLC | -49K | $29.2M |
| Evensky & Katz LLC | -24K | $16.9M |
| Capital Investment Advisors, LLC | -7K | $2.6M |
Related Stocks
Frequently Asked Questions
How many institutional investors hold CAPE?
As of Q1 2025, 40 institutional investors report holding CAPE (DoubleLine Shiller CAPE U.S. Equities ETF) in their 13F filings.
Which hedge fund owns the most CAPE?
The largest institutional holder of CAPE is WADDELL & ASSOCIATES, LLC with $60.2M in shares.
Are institutions buying or selling CAPE?
This quarter, 10 institutions opened new positions in CAPE and 5 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.