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Get Institutions for : 
Doubleline Shiller Cape Us Equities Etf (CAPE)  
$27.46 0.21 (0.76%) as of 4:30 Mon 5/20


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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 : 
 $23.64  
Last Quarter's Ending Price : 
 $26.53  
Last Quarter's Average Price : 
 $24.63  
Change from last quarter's     
avg. price to the last closing  : 
2.83 (11.49%)  




 
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%
 
            Charting Not Avaliable

  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
   UBS Group AG 656 - 2024-03-31 2,218,363 $62,114,000 86,583
   WALLED LAKE PLANNING & WEALTH MANAGEMENT LLC 1 - 2024-03-31 851,103 $23,831,000 5,321
   Csenge Advisory Group 57 - 2024-03-31 211,928 $5,934,000 17,441
   HF Advisory Group LLC 9 - 2024-03-31 96,828 $2,711,000 695
   Capital Investment Advisors LLC 165 - 2024-03-31 94,132 $2,636,000 22,613
   BANK OF MONTREAL /CAN/ 1270 - 2024-03-31 90,785 $2,544,000 13,364
   AVAII WEALTH MANAGEMENT LLC 48 - 2024-03-31 21,850 $612,000 1,380
   TRANSCEND WEALTH COLLECTIVE LLC 382 - 2024-03-31 12,499 $350,000 1,582
   KINGSWOOD WEALTH ADVISORS LLC 434 - 2024-03-31 12,400 $347,000 3,100
   COMERICA BANK 2137 - 2024-03-31 10,169 $285,000 865
   CIBC WORLD MARKETS INC. 1069 - 2024-03-31 9,674 $271,000 811
   Advisor Group Holdings Inc. 5450 - 2024-03-31 511 $14,000 296
  12 Records found
  1    
  Page 1 of 1
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