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DoubleLine Shiller CAPE US Equities ETF

35 hedge funds and large institutions have $273M invested in DoubleLine Shiller CAPE US Equities ETF in 2024 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 16 increasing their positions, 11 reducing their positions, and 2 closing their positions.

Holders
35
Holders Change
+2
Holders Change %
+6.06%
% of All Funds
0.51%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
4
Increased
16
Reduced
11
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
UBS Group
1
UBS Group
Switzerland
$67.1M 2,266,510 +66,056 +3%
WA
2
Waddell & Associates
Tennessee
$58.4M 1,973,909 +20,954 +1%
SFG
3
Socha Financial Group
New York
$54.8M 1,851,841 -7,976 -0.4%
WLPWM
4
Walled Lake Planning & Wealth Management
Illinois
$25.3M 853,639 +308 +0%
EK
5
Evensky & Katz
Florida
$17.5M 591,164 -2,581 -0.4%
SPI
6
Santori & Peters Inc
Pennsylvania
$7.84M 264,802 -14,624 -5%
CPA
7
Clear Point Advisors
New York
$6.43M 217,180 -1,942 -0.9%
CAG
8
Csenge Advisory Group
Florida
$6.36M 216,298 +136 +0.1%
FIA
9
Foundations Investment Advisors
Arizona
$4.15M 140,309 +88,755 +172%
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$3.38M 114,275 +5,760 +5%
HAG
11
HF Advisory Group
Maryland
$3.12M 105,481 +1,550 +1%
MSFS
12
Main Street Financial Solutions
Pennsylvania
$2.99M 101,061 +26,546 +36%
Bank of Montreal
13
Bank of Montreal
Ontario, Canada
$2.86M 96,765 +1,754 +2%
Susquehanna International Group
14
Susquehanna International Group
Pennsylvania
$2.64M 89,097 -17,106 -16%
CIA
15
Capital Investment Advisors
Georgia
$2.6M 88,002 -1,482 -2%
SAA
16
Southeast Asset Advisors
Georgia
$994K 33,597
Kayne Anderson Rudnick Investment Management
17
Kayne Anderson Rudnick Investment Management
California
$856K 28,864 -20,625 -42%
AWM
18
Avaii Wealth Management
Wisconsin
$712K 24,056 +683 +3%
Citadel Advisors
19
Citadel Advisors
Florida
$636K 21,502 -25,009 -54%
ONB
20
Old National Bancorp
Indiana
$621K 20,984 +20,984 New
DIA
21
Dana Investment Advisors
Wisconsin
$614K 20,746 +600 +3%
CIBC World Market
22
CIBC World Market
Ontario, Canada
$569K 19,241 +3,149 +20%
Comerica Bank
23
Comerica Bank
Texas
$450K 15,217 +4,940 +48%
AIA
24
Armor Investment Advisors
North Carolina
$444K 15,008 +2,385 +19%
TCA
25
Transcend Capital Advisors
New Jersey
$398K 13,445 -208 -2%