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DoubleLine Shiller CAPE US Equities ETF

40 hedge funds and large institutions have $202M invested in DoubleLine Shiller CAPE US Equities ETF in 2025 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 9 increasing their positions, 18 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
40
Holders Change
+1
Holders Change %
+2.56%
% of All Funds
0.54%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
5
Increased
9
Reduced
18
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
WA
1
Waddell & Associates
Tennessee
$60.2M +$394K +12,975 +0.7%
SG
2
Straightline Group
Michigan
$29.2M -$1.48M -48,850 -5%
WLPWM
3
Walled Lake Planning & Wealth Management
Illinois
$26.4M +$52.9K +1,742 +0.2%
EK
4
Evensky & Katz
Florida
$16.9M -$732K -24,090 -4%
UBS Group
5
UBS Group
Switzerland
$9.42M -$59.5M -1,958,997 -86%
FIA
6
Foundations Investment Advisors
Arizona
$8.68M +$195K +6,412 +2%
SPI
7
Santori & Peters Inc
Pennsylvania
$7.83M -$315K -10,353 -4%
CPA
8
Clear Point Advisors
New York
$5.08M -$1.24M -40,907 -20%
Cambridge Investment Research Advisors
9
Cambridge Investment Research Advisors
Iowa
$3.73M +$75.5K +2,486 +2%
HAG
10
HF Advisory Group
Maryland
$3.46M +$158K +5,215 +5%
SFG
11
Socha Financial Group
New York
$3.44M -$3.49M -114,978 -50%
MSFS
12
Main Street Financial Solutions
Pennsylvania
$3.42M +$3.42M +112,439 New
Citadel Advisors
13
Citadel Advisors
Florida
$3.1M +$43K +1,415 +1%
CAG
14
Csenge Advisory Group
Florida
$3.09M -$3.17M -109,169 -51%
Bank of Montreal
15
Bank of Montreal
Ontario, Canada
$3.06M +$160K +5,251 +5%
Susquehanna International Group
16
Susquehanna International Group
Pennsylvania
$2.84M +$1.65M +54,388 +140%
CIA
17
Capital Investment Advisors
Georgia
$2.57M -$225K -7,414 -8%
IAIM
18
International Assets Investment Management
Florida
$2.41M -$62.6K -2,060 -3%
SAA
19
Southeast Asset Advisors
Georgia
$1.02M
Kayne Anderson Rudnick Investment Management
20
Kayne Anderson Rudnick Investment Management
California
$875K -$1.43K -47 -0.2%
CIBC World Market
21
CIBC World Market
Ontario, Canada
$804K -$45.6K -1,500 -5%
AWM
22
Avaii Wealth Management
Wisconsin
$734K -$1.12K -37 -0.2%
DIA
23
Dana Investment Advisors
Wisconsin
$685K -$8.63K -284 -1%
KWA
24
Kingswood Wealth Advisors
California
$568K -$319K -10,500 -36%
Comerica Bank
25
Comerica Bank
Texas
$499K