Doubleline Shiller Cape US (CAPE)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

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

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Walled Lake Planning & Wealth Management, LLC

INCREASED

Shares819,109 from 807,928

Change+11,181 (+1%)

Value$25.3M (-$896.6K)

Filed 2026-10-29

HF Advisory Group, LLC

INCREASED

Shares156,526 from 149,640

Change+6,886 (+5%)

Value$4.8M (-$17.2K)

Filed 2026-10-09

Bank of Montreal

INCREASED

Shares124,147 from 123,579

Change+568 (+0%)

Value$3.8M (-$172.4K)

Filed 2026-11-09

Clear Point Advisors Inc.

DECREASED

Shares104,621 from 123,241

Change-18,620 (-15%)

Value$3.2M (-$764.8K)

Filed 2026-10-30

Savant Capital, LLC

NEW

Shares89,314

Change+89,314

Value$2.8M

Filed 2026-11-06

Csenge Advisory Group

DECREASED

Shares74,303 from 88,446

Change-14,143 (-16%)

Value$2.3M (-$573.0K)

Filed 2026-11-04

International Assets Investment Management, LLC

DECREASED

Shares73,299 from 73,774

Change-475 (-1%)

Value$2.2M (-$155.5K)

Filed 2026-11-02

Socha Financial Group, LLC

DECREASED

Shares44,657 from 47,241

Change-2,584 (-5%)

Value$1.4M (-$152.5K)

Filed 2026-11-03

Santori & Peters, Inc.

DECREASED

Shares36,501 from 234,697

Change-198,196 (-84%)

Value$1.1M (-$6.5M)

Filed 2026-10-26

Cambridge Investment Research Advisors, Inc.

DECREASED

Shares36,412 from 36,716

Change-304 (-1%)

Value$1.1M (-$66.0K)

Filed 2026-11-02

Capital Investment Advisors, LLC

DECREASED

Shares21,941 from 22,683

Change-742 (-3%)

Value$678.0K (-$57.8K)

Filed 2026-10-22

Avaii Wealth Management, LLC

DECREASED

Shares21,267 from 22,882

Change-1,615 (-7%)

Value$655.2K (-$87.0K)

Filed 2026-10-09

Sepio Capital, LP

UNCHANGED

Shares17,321 from 17,321

Change0 (0%)

Value$535.2K (-$26.6K)

Filed 2026-10-22

United Advisor Group, LLC

INCREASED

Shares11,639 from 10,777

Change+862 (+8%)

Value$359.6K (+$10.1K)

Filed 2026-11-03

Kestra Advisory Services, LLC

UNCHANGED

Shares6,806 from 6,806

Change0 (0%)

Value$210.3K (-$10.5K)

Filed 2026-11-02

LPL Financial LLC

DECREASED

Shares6,651 from 6,791

Change-140 (-2%)

Value$205.5K (-$14.8K)

Filed 2026-11-06

Fifth Third Bancorp

DECREASED

Shares3,108 from 3,122

Change-14 (0%)

Value$96.0K (-$5.2K)

Filed 2026-11-05

Hantz Financial Services, Inc.

UNCHANGED

Shares852 from 852

Change0 (0%)

Value$26.0K (+$26.0K)

Filed 2026-11-09

Creative Financial Designs Inc

DECREASED

Shares815 from 990

Change-175 (-18%)

Value$25.2K (-$6.9K)

Filed 2026-11-04

Creative Capital Management Investments LLC

UNCHANGED

Shares519 from 519

Change0 (0%)

Value$16.0K (-$798)

Filed 2026-10-28

Harbour Investments, Inc.

UNCHANGED

Shares400 from 400

Change0 (0%)

Value$12.4K (-$615)

Filed 2026-11-09

Kingswood Wealth Advisors, LLC

CLOSED

Shares0 from 7,900

Change-7,900 (-100%)

Value$0 (-$256.3K)

Filed 2026-10-23

Evensky & Katz LLC

CLOSED

Shares0 from 678

Change-678 (-100%)

Value$0 (-$22.0K)

Filed 2026-10-27

Straightline Group LLC

N/A

Shares— from 948,387

Change-948,387 (-100%)

Value—

Foundations Investment Advisors, LLC

N/A

Shares— from 888,523

Change-888,523 (-100%)

Value—

UBS Group AG

N/A

Shares— from 412,233

Change-412,233 (-100%)

Value—

Waddell & Associates, LLC

N/A

Shares— from 328,686

Change-328,686 (-100%)

Value—

Main Street Financial Solutions, LLC

N/A

Shares— from 99,549

Change-99,549 (-100%)

Value—

Southeast Asset Advisors, LLC

N/A

Shares— from 33,516

Change-33,516 (-100%)

Value—

Kayne Anderson Rudnick Investment Management LLC

N/A

Shares— from 28,849

Change-28,849 (-100%)

Value—

Susquehanna International Group, LLP

N/A

Shares— from 20,719

Change-20,719 (-100%)

Value—

HRT Financial LP

N/A

Shares— from 17,122

Change-17,122 (-100%)

Value—

Citadel Advisors LLC

N/A

Shares— from 16,453

Change-16,453 (-100%)

Value—

AQR Capital Management LLC

N/A

Shares— from 8,478

Change-8,478 (-100%)

Value—

Navis Wealth Advisors, LLC

N/A

Shares— from 8,251

Change-8,251 (-100%)

Value—

Transcend Capital Advisors, LLC

N/A

Shares— from 7,867

Change-7,867 (-100%)

Value—

CIBC World Market Inc.

N/A

Shares— from 7,300

Change-7,300 (-100%)

Value—

Northwestern Mutual Wealth Management Co

N/A

Shares— from 3,227

Change-3,227 (-100%)

Value—

Capital Analysts, LLC

N/A

Shares— from 2,846

Change-2,846 (-100%)

Value—

AE Wealth Management LLC

N/A

Shares— from 689

Change-689 (-100%)

Value—

NewEdge Advisors, LLC

N/A

Shares— from 500

Change-500 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 284

Change-284 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 169

Change-169 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 139

Change-139 (-100%)

Value—

Jones Financial Companies Lllp

N/A

Shares— from 107

Change-107 (-100%)

Value—

Rockefeller Capital Management L.P.

N/A

Shares— from 73

Change-73 (-100%)

Value—

Imprint Wealth LLC

N/A

Shares— from 36

Change-36 (-100%)

Value—

	Status
Walled Lake Planning & Wealth Management, LLC	INCREASED	819,109	807,928	+11,181	+1%	$26.2M	$25.3M	-$896.6K	2026-10-29
HF Advisory Group, LLC	INCREASED	156,526	149,640	+6,886	+5%	$4.9M	$4.8M	-$17.2K	2026-10-09
Bank of Montreal	INCREASED	124,147	123,579	+568	+0%	$4.0M	$3.8M	-$172.4K	2026-11-09
Clear Point Advisors Inc.	DECREASED	104,621	123,241	-18,620	-15%	$4.0M	$3.2M	-$764.8K	2026-10-30
Savant Capital, LLC	NEW	89,314	—	+89,314	—	—	$2.8M	—	2026-11-06
Csenge Advisory Group	DECREASED	74,303	88,446	-14,143	-16%	$2.9M	$2.3M	-$573.0K	2026-11-04
International Assets Investment Management, LLC	DECREASED	73,299	73,774	-475	-1%	$2.4M	$2.2M	-$155.5K	2026-11-02
Socha Financial Group, LLC	DECREASED	44,657	47,241	-2,584	-5%	$1.5M	$1.4M	-$152.5K	2026-11-03
Santori & Peters, Inc.	DECREASED	36,501	234,697	-198,196	-84%	$7.6M	$1.1M	-$6.5M	2026-10-26
Cambridge Investment Research Advisors, Inc.	DECREASED	36,412	36,716	-304	-1%	$1.2M	$1.1M	-$66.0K	2026-11-02
Capital Investment Advisors, LLC	DECREASED	21,941	22,683	-742	-3%	$735.8K	$678.0K	-$57.8K	2026-10-22
Avaii Wealth Management, LLC	DECREASED	21,267	22,882	-1,615	-7%	$742.3K	$655.2K	-$87.0K	2026-10-09
Sepio Capital, LP	UNCHANGED	17,321	17,321	0	0%	$561.9K	$535.2K	-$26.6K	2026-10-22
United Advisor Group, LLC	INCREASED	11,639	10,777	+862	+8%	$349.6K	$359.6K	+$10.1K	2026-11-03
Kestra Advisory Services, LLC	UNCHANGED	6,806	6,806	0	0%	$220.8K	$210.3K	-$10.5K	2026-11-02
LPL Financial LLC	DECREASED	6,651	6,791	-140	-2%	$220.3K	$205.5K	-$14.8K	2026-11-06
Fifth Third Bancorp	DECREASED	3,108	3,122	-14	0%	$101.3K	$96.0K	-$5.2K	2026-11-05
Hantz Financial Services, Inc.	UNCHANGED	852	852	0	0%	$28	$26.0K	+$26.0K	2026-11-09
Creative Financial Designs Inc	DECREASED	815	990	-175	-18%	$32.1K	$25.2K	-$6.9K	2026-11-04
Creative Capital Management Investments LLC	UNCHANGED	519	519	0	0%	$16.8K	$16.0K	-$798	2026-10-28
Harbour Investments, Inc.	UNCHANGED	400	400	0	0%	$13.0K	$12.4K	-$615	2026-11-09
Kingswood Wealth Advisors, LLC	CLOSED	0	7,900	-7,900	-100%	$256.3K	$0	-$256.3K	2026-10-23
Evensky & Katz LLC	CLOSED	0	678	-678	-100%	$22.0K	$0	-$22.0K	2026-10-27
Straightline Group LLC	N/A	—	948,387	-948,387	-100%	$30.8M	—	—	—
Foundations Investment Advisors, LLC	N/A	—	888,523	-888,523	-100%	$28.8M	—	—	—
UBS Group AG	N/A	—	412,233	-412,233	-100%	$13.4M	—	—	—
Waddell & Associates, LLC	N/A	—	328,686	-328,686	-100%	$10.7M	—	—	—
Main Street Financial Solutions, LLC	N/A	—	99,549	-99,549	-100%	$3.2M	—	—	—
Southeast Asset Advisors, LLC	N/A	—	33,516	-33,516	-100%	$1.1M	—	—	—
Kayne Anderson Rudnick Investment Management LLC	N/A	—	28,849	-28,849	-100%	$934.4K	—	—	—
Susquehanna International Group, LLP	N/A	—	20,719	-20,719	-100%	$672.1K	—	—	—
HRT Financial LP	N/A	—	17,122	-17,122	-100%	$555.0K	—	—	—
Citadel Advisors LLC	N/A	—	16,453	-16,453	-100%	$533.7K	—	—	—
AQR Capital Management LLC	N/A	—	8,478	-8,478	-100%	$275.0K	—	—	—
Navis Wealth Advisors, LLC	N/A	—	8,251	-8,251	-100%	$267.6K	—	—	—
Transcend Capital Advisors, LLC	N/A	—	7,867	-7,867	-100%	$255.2K	—	—	—
CIBC World Market Inc.	N/A	—	7,300	-7,300	-100%	$236.8K	—	—	—
Northwestern Mutual Wealth Management Co	N/A	—	3,227	-3,227	-100%	$104.7K	—	—	—
Capital Analysts, LLC	N/A	—	2,846	-2,846	-100%	$92.0K	—	—	—
AE Wealth Management LLC	N/A	—	689	-689	-100%	$22.4K	—	—	—
NewEdge Advisors, LLC	N/A	—	500	-500	-100%	$16.2K	—	—	—
Wells Fargo & Company	N/A	—	284	-284	-100%	$9.2K	—	—	—
Morgan Stanley	N/A	—	169	-169	-100%	$5.5K	—	—	—
Osaic Holdings, Inc.	N/A	—	139	-139	-100%	$4.5K	—	—	—
Jones Financial Companies Lllp	N/A	—	107	-107	-100%	$3.5K	—	—	—
Rockefeller Capital Management L.P.	N/A	—	73	-73	-100%	$2.4K	—	—	—
Imprint Wealth LLC	N/A	—	36	-36	-100%	$1.2K	—	—	—

Showing 47 of 47 institutions