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DoubleLine Shiller CAPE US Equities ETF

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

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more funds holding

Funds holding:

more capital invested

Capital invested by funds: $ → $

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
Holders Change %
% of All Funds
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WA
1
Waddell & Associates
Tennessee
$66.9M
SG
2
Straightline Group
Michigan
$32.8M
WLPWM
3
Walled Lake Planning & Wealth Management
Illinois
$27.3M
EK
4
Evensky & Katz
Florida
$17.3M
FIA
5
Foundations Investment Advisors
Arizona
$16.8M
UBS Group
6
UBS Group
Switzerland
$11.8M
SPI
7
Santori & Peters Inc
Pennsylvania
$8.22M
AIA
8
Armor Investment Advisors
North Carolina
$7.36M
CPA
9
Clear Point Advisors
New York
$5.13M
HAG
10
HF Advisory Group
Maryland
$3.89M
MSFS
11
Main Street Financial Solutions
Pennsylvania
$3.61M
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$3.6M
CAG
13
Csenge Advisory Group
Florida
$3.43M
Bank of Montreal
14
Bank of Montreal
Ontario, Canada
$3.31M
CIA
15
Capital Investment Advisors
Georgia
$2.89M
SFG
16
Socha Financial Group
New York
$2.73M
IAIM
17
International Assets Investment Management
Florida
$2.52M
SAA
18
Southeast Asset Advisors
Georgia
$1.09M
Kayne Anderson Rudnick Investment Management
19
Kayne Anderson Rudnick Investment Management
California
$940K
CIBC World Market
20
CIBC World Market
Ontario, Canada
$901K
AWM
21
Avaii Wealth Management
Wisconsin
$786K
DIA
22
Dana Investment Advisors
Wisconsin
$765K
KWA
23
Kingswood Wealth Advisors
California
$653K
Comerica Bank
24
Comerica Bank
Texas
$611K
SC
25
Sepio Capital
Utah
$564K