DOUBLELINE SHILLER (CAPE) is held by 19 institutional investors that disclose positions via SEC 13F filings. The largest disclosed holder is UBS Group AG as of Q1 2026.

Are institutions buying or selling CAPE?

In Q1 2026, 9 institutions opened or increased positions in DOUBLELINE SHILLER while 5 reduced or exited — a net buying quarter.

What is the Smart Money Verdict on CAPE?

The Smart Money Verdict combines four independent sources (institutional 13F activity, insider trades, activist filings, and congressional trades) into a single assessment for DOUBLELINE SHILLER.

How many hedge funds hold CAPE?

19 institutional investors report holding DOUBLELINE SHILLER (CAPE) as of Q1 2026, based on SEC 13F filings.

Is institutional money flowing into CAPE?

As of Q1 2026, tracked institutions in DOUBLELINE SHILLER show 9 buyers versus 5 sellers — net inflows.

DOUBLELINE SHILLER

CAPE·25861R204·US·ETF·Unknown - Unknown-13D/G

Holders

Avg rating(3 Elite)

$26.2M

Total Value

64% (21)

Fund Consensus

9 buying - 5 selling

Smart Money Verdict

View all

Held by 19 funds

3 elite

Who's Trading

ActivistFIFOUNDATIONS INVESTMENT ADVISORS, LLC5.1%Nov 3, 2025

View all activist filings

13F: Mar 31, 2026Insider & Congress: Updated regularly

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
UBS Group AG	Increased	402,269(+9.3%)	$12.4M	0.0%	+21.17%	31
CITADEL ADVISORS LLC	Increased	133,323(+377.9%)	$4.1M	0.0%	-0.26%	43
BANK OF MONTREAL /CAN/	Decreased	119,230(-0.1%)	$3.7M	0.0%	+9.09%	0
JANE STREET GROUP, LLC	New	86,000	$2.7M	0.0%	-0.52%	36
KAKAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC	Unchanged	28,932	$893,586	0.0%	+64.08%	0
SUSQUEHANNA INTERNATIONAL GROUP, LLP	New	21,068	$650,011	0.0%	-0.52%	34
CIBC WORLD MARKET INC.	Decreased	14,250(-47.9%)	$439,613	0.0%	+17.12%	0
Corient Private Wealth LLC	Unchanged	8,902	$274,653	0.0%	+1.46%	0
AQR CAPITAL MANAGEMENT LLC	New	8,478	$261,572	0.0%	-0.52%	32
LPL Financial LLC	Decreased	7,596(-19.4%)	$234,348	0.0%	+3.88%	0
Kestra Advisory Services, LLC	Unchanged	6,806	$209,986	0.0%	+10.22%	0
GOLDMAN SACHS GROUP INC	New	6,614	$204,062	0.0%	-0.52%	35
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	Increased	3,227(+26.4%)	$99,563	0.0%	+2.00%	27
FIFTH THIRD BANCORP	New	3,122	$96,323	0.0%	-0.52%	30
NewEdge Advisors, LLC	Unchanged	500	$15,427	0.0%	+13.51%	0
MORGAN STANLEY	Unchanged	168	$5,203	0.0%	+10.78%	0
OSAIC HOLDINGS, INC.	Unchanged	139	$4,289	0.0%	+1.15%	0
Rockefeller Capital Management L.P.	Unchanged	73	$2,276	0.0%	+1.46%	0
HRT FINANCIAL LP	New	14,944	$461	0.0%	-0.52%	15
ASSETMARK, INC	Exited	0(-100.0%)	$4,674	0.0%	+4.97%	0