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Get Institutions for : 
Doubleline Shiller Cape Us Equities Etf (CAPE)  
$27.51 0.04 (0.16%) as of 4:30 Fri 6/7


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 34    5
Total shares held : 
 9,377,669  
% of shares held : 
 10.42%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   8  
Amount of shares held : 
 1,723,740  
% of shares held change : 
   1.92%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $26.51  
Last Quarter's Ending Price : 
 $28.00  
Last Quarter's Average Price : 
 $26.87  
Change from last quarter's     
avg. price to the last closing  : 
0.64 (2.37%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
6
 30,144
 0.32%
 
Increased Positions :
13
 2,025,142
 21.6%
 
Unchanged Positions :
5
 37,983
 0.41%
 
Decreased Positions :
10
-330,546
-3.52%
 
Closed Positions :
1
-1,000
-0.01%
 
Guru Positions :
0
 0%
 
View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for period: 12-31-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   WADDELL & ASSOCIATES LLC 5 - 2024-03-31 1,953,979 $54,711,000 -49,698
   Socha Financial Group LLC 2 - 2024-03-31 1,910,318 $53,489,000 -5,089
   EVENSKY & KATZ INC 18 - 2024-03-31 606,677 $16,987,000 -9,891
   Santori & Peters Inc. 5 - 2024-03-31 285,807 $8,003,000 -1,625
   Clear Point Advisors Inc. 2 - 2024-03-31 264,850 $7,416,000 -2,815
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 870 - 2024-03-31 142,735 $3,997,000 -391,307
   Carnick & Kubik Group LLC 88 - 2024-03-31 86,165 $2,413,000 -48,587
   INTERNATIONAL ASSETS INVESTMENT MANAGEMENT LLC 89 - 2024-03-31 81,199 $2,253,000 -200
   KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 346 - 2024-03-31 57,752 $1,615,000 -76,310
   Arete Wealth Advisors LLC 243 - 2024-03-31 27,743 $777,000 -2,127
   DANA INVESTMENT ADVISORS INC 423 - 2024-03-31 21,020 $589,000 -528
   INTL FCSTONE INC. 205 - 2024-03-31 20,433 $572,000 -31,188
   ENVESTNET ASSET MANAGEMENT INC 3583 - 2024-03-31 13,129 $368,000 -15,419
   Golden State Equity Partners 257 - 2023-12-31 12,588 $334,000 -46
   REGAL INVESTMENT ADVISORS, LLC 479 - 2024-03-31 9,609 $269,000 -49
   MORGAN STANLEY 7798 - 2024-03-31 1 $0 -1
  16 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results

  
    
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