18 institutions reported holding $59.9M of DOUBLELINE SHILLER CAPE U.S. EQUITIES ETF (CAPE) in SEC 13F filings for 2026-06-30. Largest institutional holders: WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC ($26.2M), WADDELL & ASSOCIATES, LLC ($10.7M), Santori & Peters, Inc. ($7.6M), HF Advisory Group, LLC ($4.9M), Clear Point Advisors Inc. ($4.0M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC | $26.2M | 807,928 | Trimmed |
| 2 | WADDELL & ASSOCIATES, LLC | $10.7M | 328,686 | Trimmed |
| 3 | Santori & Peters, Inc. | $7.6M | 234,697 | Trimmed |
| 4 | HF Advisory Group, LLC | $4.9M | 149,640 | Added |
| 5 | Clear Point Advisors Inc. | $4.0M | 123,241 | New |
| 6 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $2.4M | 73,774 | Hold |
| 7 | Cambridge Investment Research Advisors, Inc. | $2.4M | 73,432 | Added |
| 8 | Sepio Capital, LP | $561,852 | 17,321 | Hold |
| 9 | United Advisor Group, LLC | $349,580 | 10,777 | Added |
| 10 | KINGSWOOD WEALTH ADVISORS, LLC | $256,257 | 7,900 | Trimmed |
| 11 | TRANSCEND CAPITAL ADVISORS, LLC | $255,196 | 7,867 | Added |
| 12 | Kestra Advisory Services, LLC | $220,770 | 6,806 | Hold |
| 13 | CREATIVE FINANCIAL DESIGNS INC /ADV | $32,113 | 990 | Trimmed |
| 14 | AE Wealth Management LLC | $22,350 | 689 | New |
| 15 | Evensky & Katz LLC | $22,000 | 678 | Trimmed |
| 16 | Creative Capital Management Investments LLC | $16,835 | 519 | Hold |
| 17 | Armor Investment Advisors, LLC | $0 | 0 | Exited |
| 18 | Root Financial Partners, LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30