Doubleline Shiller Cape US (CAPE)

CUSIP: 25861R204 | NYSE | 83 institutional holders

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

Institutional Holders — Q3 2026

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Walled Lake Planning & Wealth Management, LLC819,109

6.0% of portfolio$25.3M

HF Advisory Group, LLC156,526

1.4% of portfolio$4.8M

Clear Point Advisors Inc.104,621

2.2% of portfolio$3.2M

Savant Capital, LLC89,314

0.0% of portfolio$2.8M

Csenge Advisory Group74,303

0.1% of portfolio$2.3M

International Assets Investment Management, LLC73,299

0.1% of portfolio$2.2M

Socha Financial Group, LLC44,657

0.6% of portfolio$1.4M

Santori & Peters, Inc.36,501

0.3% of portfolio$1.1M

Cambridge Investment Research Advisors, Inc.36,412

0.0% of portfolio$1.1M

Capital Investment Advisors, LLC21,941

0.0% of portfolio$678.0K

Avaii Wealth Management, LLC21,267

0.2% of portfolio$655.2K

Sepio Capital, LP17,321

0.0% of portfolio$535.2K

United Advisor Group, LLC11,639

0.0% of portfolio$359.6K

Kestra Advisory Services, LLC6,806

0.0% of portfolio$210.3K

Fifth Third Bancorp3,108

0.0% of portfolio$96.0K

Creative Financial Designs Inc815

0.0% of portfolio$25.2K

Creative Capital Management Investments LLC519

0.0% of portfolio$16.0K

				Style	Turnover	Location	Filed
Walled Lake Planning & Wealth Management, LLC	819,109	$25.3M	6.0%	ETF	Low	Highland Park, IL	2026-10-29
HF Advisory Group, LLC	156,526	$4.8M	1.4%	Value	Low	Annapolis, MD	2026-10-09
Clear Point Advisors Inc.	104,621	$3.2M	2.2%	ETF	Medium	Melville, NY	2026-10-30
Savant Capital, LLC	89,314	$2.8M	0.0%	Index	Very Low	Rockford, IL	2026-11-06
Csenge Advisory Group	74,303	$2.3M	0.1%	ETF	Medium	Clearwater, FL	2026-11-04
International Assets Investment Management, LLC	73,299	$2.2M	0.1%	Core	Very High	Orlando, FL	2026-11-02
Socha Financial Group, LLC	44,657	$1.4M	0.6%	ETF	Low	Corning, NY	2026-11-03
Santori & Peters, Inc.	36,501	$1.1M	0.3%	Growth	Very Low	Canonsburg, PA	2026-10-26
Cambridge Investment Research Advisors, Inc.	36,412	$1.1M	0.0%	ETF	Low	Fairfield, IA	2026-11-02
Capital Investment Advisors, LLC	21,941	$678.0K	0.0%	Core	Low	Atlanta, GA	2026-10-22
Avaii Wealth Management, LLC	21,267	$655.2K	0.2%	ETF	Medium	Appleton, WI	2026-10-09
Sepio Capital, LP	17,321	$535.2K	0.0%	ETF	Low	Salt Lake City, UT	2026-10-22
United Advisor Group, LLC	11,639	$359.6K	0.0%	ETF	Low	Cincinnati, OH	2026-11-03
Kestra Advisory Services, LLC	6,806	$210.3K	0.0%	Core	Low	Austin, TX	2026-11-02
Fifth Third Bancorp	3,108	$96.0K	0.0%	Index	Very Low	Cincinnati, OH	2026-11-05
Creative Financial Designs Inc	815	$25.2K	0.0%	ETF	Medium	Kokomo, IN	2026-11-04
Creative Capital Management Investments LLC	519	$16.0K	0.0%	ETF	Low	San Diego, CA	2026-10-28