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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 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
42
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
6
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
$63.3M
SG
2
Straightline Group
Michigan
$30.9M
WLPWM
3
Walled Lake Planning & Wealth Management
Illinois
$27.8M
EK
4
Evensky & Katz
Florida
$17.5M
FIA
5
Foundations Investment Advisors
Arizona
$11.2M
UBS Group
6
UBS Group
Switzerland
$10.6M
SPI
7
Santori & Peters Inc
Pennsylvania
$8.14M
CPA
8
Clear Point Advisors
New York
$5.44M
Cambridge Investment Research Advisors
9
Cambridge Investment Research Advisors
Iowa
$3.99M
HAG
10
HF Advisory Group
Maryland
$3.82M
CAG
11
Csenge Advisory Group
Florida
$3.29M
Bank of Montreal
12
Bank of Montreal
Ontario, Canada
$3.2M
MSFS
13
Main Street Financial Solutions
Pennsylvania
$3.17M
SFG
14
Socha Financial Group
New York
$3.08M
CIA
15
Capital Investment Advisors
Georgia
$2.98M
IAIM
16
International Assets Investment Management
Florida
$2.52M
SAA
17
Southeast Asset Advisors
Georgia
$1.07M
Kayne Anderson Rudnick Investment Management
18
Kayne Anderson Rudnick Investment Management
California
$917K
CIBC World Market
19
CIBC World Market
Ontario, Canada
$905K
AWM
20
Avaii Wealth Management
Wisconsin
$798K
DIA
21
Dana Investment Advisors
Wisconsin
$754K
Comerica Bank
22
Comerica Bank
Texas
$596K
KWA
23
Kingswood Wealth Advisors
California
$590K
AIA
24
Armor Investment Advisors
North Carolina
$541K
Citadel Advisors
25
Citadel Advisors
Florida
$500K