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DoubleLine Shiller CAPE US Equities ETF
CAPE

47 hedge funds and large institutions have $229M invested in DoubleLine Shiller CAPE US Equities ETF in 2025 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 15 increasing their positions, 15 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

600% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 1

17% more funds holding in top 10

Funds holding in top 10: 6 → 7 (+1)

12% more funds holding

Funds holding: 42 → 47 (+5)

9% more capital invested

Capital invested by funds: $210M → $229M (+$19.5M)

2.03% more ownership

Funds ownership: 67.26% → 69.29% (+2%)

0% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 15

Holders
47
Holders Change
+5
Holders Change %
+11.9%
% of All Funds
0.62%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.09%
New
7
Increased
15
Reduced
15
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
AIA
Armor Investment Advisors
North Carolina
+$6.72M
2
FIA
Foundations Investment Advisors
Arizona
+$5.2M
3
WA
Waddell & Associates
Tennessee
+$2.11M
4
SG
Straightline Group
Michigan
+$1.38M
5
UBS Group
UBS Group
Switzerland
+$946K

Top Sellers

Rank Fund Capital Flow
1
WLPWM
Walled Lake Planning & Wealth Management
Illinois
-$1.17M
2
EK
Evensky & Katz
Florida
-$629K
3
Citadel Advisors
Citadel Advisors
Florida
-$500K
4
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$477K
5
CPA
Clear Point Advisors
New York
-$438K
Name Holding Trade Value Shares
Change 		Change in
Stake
CFD
26
Creative Financial Designs
Indiana
$530K +$48.3K +1,500 +10%
LPL Financial
27
LPL Financial
California
$318K +$49.7K +1,544 +19%
Corient Private Wealth
28
Corient Private Wealth
Florida
$290K +$286K +8,902 New
PFA
29
Pettinga Financial Advisors
Indiana
$265K +$262K +8,128 New
TWP
30
Triad Wealth Partners
Kansas
$259K +$256K +7,959 New
TCA
31
Transcend Capital Advisors
New Jersey
$257K +$6.92K +215 +3%
Commonwealth Equity Services
32
Commonwealth Equity Services
Massachusetts
$240K -$64 -2 -0%
Royal Bank of Canada
33
Royal Bank of Canada
Ontario, Canada
$231K +$228K +7,100 New
KAS
34
Kestra Advisory Services
Texas
$222K – – –
UAG
35
United Advisor Group
Ohio
$202K +$199K +6,197 New
LWMI
36
Legacy Wealth Management (Idaho)
Idaho
$104K +$354 +11 +0.3%
CAL
37
Capital Analysts LLC
Pennsylvania
$93K – – –
TCM
38
TD Capital Management
Tennessee
$69.2K +$225 +7 +0.3%
Northwestern Mutual Wealth Management
39
Northwestern Mutual Wealth Management
Wisconsin
$45.9K – – –
NA
40
NewEdge Advisors
Louisiana
$16.3K – – –
SWM
41
Spire Wealth Management
Virginia
$16.3K – – –
HI
42
Harbour Investments
Wisconsin
$13K – – –
AWM
43
AE Wealth Management
Kansas
$8.93K +$32 +1 +0.4%
Morgan Stanley
44
Morgan Stanley
New York
$5.5K -$32 -1 -0.6%
AssetMark Inc
45
AssetMark Inc
California
$4.72K – – –
Rockefeller Capital Management
46
Rockefeller Capital Management
New York
$2.38K +$2.35K +73 New
Osaic Holdings
47
Osaic Holdings
Arizona
$259 -$128K -3,991 -100%
Citadel Advisors
48
Citadel Advisors
Florida
– -$500K -15,716 Closed
1
2

CAPE Hedge Fund Activity: Q3 2025 in Review

47 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in DoubleLine Shiller CAPE US Equities ETF (CAPE) for Q3 2025, worth a combined $229M — up 9.3% from $210M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new CAPE positions and 1 closed out — a net gain of 6 holders — while 15 added to existing stakes and 15 trimmed.

The largest buyer was Armor Investment Advisors, adding an estimated $6.72M. The largest seller was Walled Lake Planning & Wealth Management, cutting an estimated $1.17M.

  • 47 institutional investors held DoubleLine Shiller CAPE US Equities ETF (CAPE) as of Q3 2025, up from 42 in Q2 2025.
  • Funds reported $229M of DoubleLine Shiller CAPE US Equities ETF stock for Q3 2025, up 9.3% quarter-over-quarter.
  • 7 funds opened new DoubleLine Shiller CAPE US Equities ETF positions in Q3 2025 and 1 closed out, a net change of +6 holders.
  • The largest DoubleLine Shiller CAPE US Equities ETF buyer in Q3 2025 was Armor Investment Advisors, an estimated $6.72M added.
  • The largest DoubleLine Shiller CAPE US Equities ETF seller in Q3 2025 was Walled Lake Planning & Wealth Management, an estimated $1.17M sold.

Based on aggregated 13F filings for Q3 2025.