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Get Institutions for : 
Doubleline Shiller Cape Us Equities Etf (CAPE)  
$27.45 0.11 (0.4%) as of 4:30 Thu 5/16


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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  : 
2.82 (11.45%)  




 
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

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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
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 870 - 2024-03-31 142,735 $3,997,000 -391,307
   KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 308 - 2023-12-31 134,062 $3,552,000 -12,771
   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
   INTL FCSTONE INC. 205 - 2024-03-31 20,433 $572,000 -31,188
   Golden State Equity Partners 257 - 2023-12-31 12,588 $334,000 -46

  10 Records found
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