DoubleLine Shiller CAPE U.S. Equities
CAPE • ARCA
DoubleLine Shiller CAPE U.S. Equities is an exchange-traded fund on ARCA. As of Q3 2025, 47 institutional investors hold shares in this ETF, with total holdings valued at $229.2M. WADDELL & ASSOCIATES, LLC is the largest holder with a position valued at $66.9M.
Overview
Overview of institutional ownership in CAPE as of Q3 2025
All Institutions
- Institutions
- 47
- Value Held
- $229.2M
- Shares Held
- 7.0M
- Avg Position
- $4.9M
- Median Position
- $610.6K
Hedge Funds
- Hedge Funds
- 0
- Value Held
- -
- Shares Held
- -
- Avg Position
- -
- Median Position
- -
Biggest Investors
Institutions with the largest positions in CAPE as of Q3 2025
| Institution | Position Value |
|---|---|
 WADDELL & ASSOCIATES, LLC RIA/Wealth | $66.9M 5.69% of portfolio |
 STRAIGHTLINE GROUP LLC RIA/Wealth | $32.8M 18.92% of portfolio |
$27.3M 8.98% of portfolio | |
 Evensky & Katz LLC RIA/Wealth | $17.3M 1.06% of portfolio |
 Foundations Investment Advisors, LLC RIA/Wealth | $16.8M 0.25% of portfolio |
 UBS Group AG Institution | $11.8M 0.00% of portfolio |
 Santori & Peters, Inc. RIA/Wealth | $8.2M 2.93% of portfolio |
 Armor Investment Advisors, LLC RIA/Wealth | $7.4M 2.35% of portfolio |
 Clear Point Advisors Inc. RIA/Wealth | $5.1M 4.05% of portfolio |
 HF Advisory Group, LLC RIA/Wealth | $3.9M 1.43% of portfolio |
Net Capital Flow
Institutional buying and selling activity for CAPE in Q3 2025
- Traded
- +$14.9M
- Buyers
- 23
- Sellers
- 15
- Total Bought
- +$18.9M
- Total Sold
- −$4.1M
- Avg Position
- $4.8M
Biggest Buyers
| Institution | Net Bought |
|---|---|
Armor Investment Advisors, LLC RIA/Wealth | +$6.8M +209.0K shares |
Foundations Investment Advisors, LLC RIA/Wealth | +$5.3M +161.6K shares |
WADDELL & ASSOCIATES, LLC RIA/Wealth | +$2.1M +65.7K shares |
STRAIGHTLINE GROUP LLC RIA/Wealth | +$1.4M +43.0K shares |
UBS Group AG Institution | +$957.7K +29.4K shares |
 Sepio Capital, LLC RIA/Wealth | +$564.3K +17.3K shares |
 Main Street Financial Solutions, LLC RIA/Wealth | +$363.1K +11.1K shares |
C CI Private Wealth, LLC RIA/Wealth | +$290.0K +8.9K shares |
 Pettinga Financial Advisors, LLC RIA/Wealth | +$264.8K +8.1K shares |
T Triad Wealth Partners, LLC RIA/Wealth | +$259.3K +8.0K shares |
Biggest Sellers
| Institution | Net Sold |
|---|---|
−$1.2M −36.3K shares | |
Evensky & Katz LLC RIA/Wealth | −$637.4K −19.6K shares |
 CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy | −$499.9K −15.7K shares |
−$482.9K −14.8K shares | |
Clear Point Advisors Inc. RIA/Wealth | −$443.7K −13.6K shares |
 Socha Financial Group, LLC RIA/Wealth | −$431.5K −13.2K shares |
 Capital Investment Advisors, LLC RIA/Wealth | −$159.2K −4.9K shares |
Santori & Peters, Inc. RIA/Wealth | −$118.1K −3.6K shares |
A AVAII WEALTH MANAGEMENT, LLC RIA/Wealth | −$31.2K −959.0 shares |
 Csenge Advisory Group RIA/Wealth | −$26.5K −812.0 shares |
Entry and Exit Activity
Institutions that initiated new positions or completely exited CAPE in Q3 2025
- New Positions
- 6
- New Value
- $1.5M
- Exited Positions
- 1
- Exited Value
- $499.9K
New Positions
| Institution | Position Value |
|---|---|
Sepio Capital, LLC RIA/Wealth | $564.3K 17.3K shares |
C CI Private Wealth, LLC RIA/Wealth | $290.0K 8.9K shares |
T Triad Wealth Partners, LLC RIA/Wealth | $259.3K 8.0K shares |
R ROYAL BANK OF CANADA Institution | $231.3K 7.1K shares |
 United Advisor Group, LLC RIA/Wealth | $201.9K 6.2K shares |
 Rockefeller Capital Management L.P. Long Only Manager | $2.4K 73.0 shares |
Exited Positions
| Institution | Previous Position |
|---|---|
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy | $499.9K 15.7K shares |
Options Activity
Institutions with the largest Call and Put options positions in CAPE as of Q3 2025
- Call Positions
- 0
- Call Value
- -
- Put Positions
- 0
- Put Value
- -
Call Positions
| Institution | Position Value |
|---|---|
| No call positions found | |
Put Positions
| Institution | Position Value |
|---|---|
| No put positions found | |
Most Committed Institutions
Institutions with CAPE as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
STRAIGHTLINE GROUP LLC RIA/Wealth | 18.92% $32.8M |
8.98% $27.3M | |
WADDELL & ASSOCIATES, LLC RIA/Wealth | 5.69% $66.9M |
Clear Point Advisors Inc. RIA/Wealth | 4.05% $5.1M |
Santori & Peters, Inc. RIA/Wealth | 2.93% $8.2M |
Armor Investment Advisors, LLC RIA/Wealth | 2.35% $7.4M |
HF Advisory Group, LLC RIA/Wealth | 1.43% $3.9M |
Socha Financial Group, LLC RIA/Wealth | 1.15% $2.7M |
Evensky & Katz LLC RIA/Wealth | 1.06% $17.3M |
A AVAII WEALTH MANAGEMENT, LLC RIA/Wealth | 0.30% $785.8K |