Dana Investment Advisors, Inc.
Position in CAPE — DoubleLine Shiller CAPE U.S. Equities ETF
CIK 1427514
BROOKFIELD, WI
Position in CAPE
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$646,000
-$28,957 QoQ
Shares Held
20,938
0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2023
12 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CAPE Over Time
Shares Held
Position Value (USD)
All Filings in CAPE
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $646,000 | 20,938 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $674,957 | 20,938 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $765,336 | 23,491 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $753,547 | 23,689 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $684,686 | 22,530 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $683,667 | 22,814 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $613,874 | 20,746 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $558,467 | 20,146 | Shares | Sole | 2024-08-27 | |
| 2024-03-31 | $588,560 | 21,020 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $571,668 | 21,548 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $493,282 | 20,840 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $422,525 | 17,253 | Shares | Sole | 2023-08-15 | |
| No filing history on record for this holder in this stock. | ||||||