DoubleLine Shiller CAPE U.S. Equities ETF (CAPE)
ETF ยท NYSE Arca
DoubleLine Shiller CAPE U.S. Equities ETF (CAPE) is an exchange-traded fund listed on NYSE Arca, where it has traded since March 31, 2022.
- Type
- Exchange-traded fund
- Listed On
- NYSE Arca
- Listed Since
- March 31, 2022
Institutional ownership
In 13F filings for the quarter ended June 30, 2026, 47 institutions reported holding CAPE, with 4.6 million shares worth $150.2 million in aggregate. The largest reported holder was Straightline Group, with 948,387 shares worth $30.8 million. Of the 5 largest holders listed below, 3 added shares and 2 reduced their positions during the quarter.
| Institution | Shares | Value | Quarter change |
|---|---|---|---|
| Straightline Group | 948,387 | $31M | Added 1.3% |
| Foundations Investment Advisors | 888,523 | $29M | Added 21.32% |
| Walled Lake Planning & Wealth Management | 807,928 | $26M | Reduced 0.42% |
| UBS Group | 412,233 | $13M | Added 2.48% |
| Waddell & Associates | 328,686 | $11M | Reduced 1.58% |
Form 13F is a quarterly report that institutional investment managers with at least $100 million in qualifying securities file with the SEC. It lists long positions as of the last day of the quarter and is due within 45 days of quarter end, so these holdings describe that date rather than today.
Frequently asked questions
What is CAPE?
DoubleLine Shiller CAPE U.S. Equities ETF (CAPE) is an exchange-traded fund listed on NYSE Arca, where it has traded since March 31, 2022.
Who are the largest institutional holders of CAPE?
In 13F filings for the quarter ended June 30, 2026, the largest reported holders of CAPE were Straightline Group, Foundations Investment Advisors and Walled Lake Planning & Wealth Management.
How many institutions own CAPE?
47 institutions reported a position in CAPE for the quarter ended June 30, 2026, worth $150.2 million in total.
Did institutions buy or sell CAPE last quarter?
Of the 5 largest reported holders, 3 added shares and 2 reduced their positions during the quarter. Every reported holder and its change is on the SentiSense ownership page for CAPE.
Every reported institutional holder, plus insider and congressional trades in CAPE, on SentiSense.