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DoubleLine Shiller CAPE US Equities ETF

42 hedge funds and large institutions have $210M invested in DoubleLine Shiller CAPE US Equities ETF in 2025 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 22 increasing their positions, 9 reducing their positions, and 1 closing their positions.

Holders
42
Holders Change
+2
Holders Change %
+5%
% of All Funds
0.56%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
4
Increased
22
Reduced
9
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
WA
1
Waddell & Associates
Tennessee
$63.3M 1,988,686 +6,422 +0.3%
SG
2
Straightline Group
Michigan
$30.9M 970,604 +9,536 +1%
WLPWM
3
Walled Lake Planning & Wealth Management
Illinois
$27.8M 872,962 +5,009 +0.6%
EK
4
Evensky & Katz
Florida
$17.5M 551,666 -3,634 -0.7%
FIA
5
Foundations Investment Advisors
Arizona
$11.2M 352,924 +67,212 +24%
UBS Group
6
UBS Group
Switzerland
$10.6M 334,130 +24,238 +8%
SPI
7
Santori & Peters Inc
Pennsylvania
$8.14M 255,800 -1,890 -0.7%
CPA
8
Clear Point Advisors
New York
$5.44M 171,108 +4,000 +2%
Cambridge Investment Research Advisors
9
Cambridge Investment Research Advisors
Iowa
$3.99M 125,393 +2,579 +2%
HAG
10
HF Advisory Group
Maryland
$3.82M 120,089 +6,176 +5%
CAG
11
Csenge Advisory Group
Florida
$3.29M 106,196 -204 -0.2%
Bank of Montreal
12
Bank of Montreal
Ontario, Canada
$3.2M 100,735 +4 +0%
MSFS
13
Main Street Financial Solutions
Pennsylvania
$3.17M 99,646 -12,793 -11%
SFG
14
Socha Financial Group
New York
$3.08M 96,935 -16,412 -14%
CIA
15
Capital Investment Advisors
Georgia
$2.98M 93,602 +9,194 +11%
IAIM
16
International Assets Investment Management
Florida
$2.52M 79,139
SAA
17
Southeast Asset Advisors
Georgia
$1.07M 33,597
Kayne Anderson Rudnick Investment Management
18
Kayne Anderson Rudnick Investment Management
California
$917K 28,845 +21 +0.1%
CIBC World Market
19
CIBC World Market
Ontario, Canada
$905K 28,441 +2,000 +8%
AWM
20
Avaii Wealth Management
Wisconsin
$798K 25,078 +917 +4%
DIA
21
Dana Investment Advisors
Wisconsin
$754K 23,689 +1,159 +5%
Comerica Bank
22
Comerica Bank
Texas
$596K 18,743 +2,326 +14%
KWA
23
Kingswood Wealth Advisors
California
$590K 18,550 -150 -0.8%
AIA
24
Armor Investment Advisors
North Carolina
$541K 17,022 +1,313 +8%
Citadel Advisors
25
Citadel Advisors
Florida
$500K 15,716 -86,348 -85%