DoubleLine Shiller CAPE U.S. Equities ETF (CAPE) Ownership & Trading Activity
Institutional holders, insider transactions, and congressional trades for CAPE. 13F holdings as of 2026-06-30.
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.
Top Institutional Holders
| Institution | Shares | Value | Change |
|---|---|---|---|
| Straightline Group | 948,387 | $31M | INCREASED |
| Foundations Investment Advisors | 888,523 | $29M | INCREASED |
| Walled Lake Planning & Wealth Management | 807,928 | $26M | DECREASED |
| UBS Group | 412,233 | $13M | INCREASED |
| Waddell & Associates | 328,686 | $11M | DECREASED |
Full institutional holdings, insider history, and congressional trades for DoubleLine Shiller CAPE U.S. Equities ETF on SentiSense.