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DoubleLine Shiller CAPE U.S. Equities ETF(CAPE)
Closing price · checked 5:10 PM ESTAbout this dataData status
$32.35▲0.35 (1.09%)
Extended:$32.00-0.35 (-1.08%)

Institutional Ownership

Top 50 Institutional Holders
HolderSharesDateChange% Held
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC819.11KSep 30, 26+11.18K12.72%
Clear Point Advisors Inc.104.62KSep 30, 26-18.62K1.62%
Santori & Peters, Inc.36.50KSep 30, 26-198.20K0.57%
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC5.20KSep 30, 26-68.58K0.08%
Creative Capital Management Investments LLC519Sep 30, 26--0.01%
KINGSWOOD WEALTH ADVISORS, LLC--Sep 30, 26-7.90K--
Evensky & Katz LLC--Sep 30, 26-678--
STRAIGHTLINE GROUP LLC948.39KJun 30, 26+12.18K14.72%
FOUNDATIONS INVESTMENT ADVISORS, LLC888.52KJun 30, 26+156.14K13.79%
UBS Group AG412.23KJun 30, 26+9.96K6.40%
WADDELL & ASSOCIATES, LLC328.69KJun 30, 26-5.26K5.10%
BANK OF MONTREAL /CAN/123.58KJun 30, 26+4.35K1.92%
Main Street Financial Solutions, LLC99.55KJun 30, 26+5.27K1.55%
Csenge Advisory Group88.45KJun 30, 26-9.63K1.37%
Socha Financial Group, LLC47.24KJun 30, 26-4.56K0.73%
Cambridge Investment Research Advisors, Inc.36.72KJun 30, 26-13.93K0.57%
Southeast Asset Advisors, LLC33.52KJun 30, 26--0.52%
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC28.85KJun 30, 26-830.45%
SUSQUEHANNA INTERNATIONAL GROUP, LLP20.72KJun 30, 26-3490.32%
HRT FINANCIAL LP17.12KJun 30, 26+2.18K0.27%
CITADEL ADVISORS LLC16.45KJun 30, 26-116.87K0.26%
United Advisor Group, LLC10.78KJun 30, 26+2.35K0.17%
Corient Private Wealth LP8.90KJun 30, 26--0.14%
AQR CAPITAL MANAGEMENT LLC8.48KJun 30, 26--0.13%
Navis Wealth Advisors, LLC8.25KJun 30, 26--0.13%
TRANSCEND CAPITAL ADVISORS, LLC7.87KJun 30, 26+110.12%
CIBC WORLD MARKET INC.7.30KJun 30, 26-6.95K0.11%
Kestra Advisory Services, LLC6.81KJun 30, 26--0.11%
LPL Financial LLC6.79KJun 30, 26-8050.11%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO3.23KJun 30, 26--0.05%
FIFTH THIRD BANCORP3.12KJun 30, 26--0.05%
Capital Analysts, LLC2.85KJun 30, 26--0.04%
CREATIVE FINANCIAL DESIGNS INC /ADV990Jun 30, 26-14.44K0.02%
HANTZ FINANCIAL SERVICES, INC.852Jun 30, 26-9290.01%
AE Wealth Management LLC689Jun 30, 26+6890.01%
NewEdge Advisors, LLC500Jun 30, 26--0.01%
HARBOUR INVESTMENTS, INC.400Jun 30, 26--0.01%
WELLS FARGO & COMPANY/MN284Jun 30, 26+2840.00%
MORGAN STANLEY169Jun 30, 26+10.00%
OSAIC HOLDINGS, INC.139Jun 30, 26--0.00%
JONES FINANCIAL COMPANIES LLLP107Jun 30, 26+1070.00%
Rockefeller Capital Management L.P.73Jun 30, 26--0.00%
Imprint Wealth LLC36Jun 30, 26+360.00%
Dana Investment Advisors, Inc.--Jun 30, 26-20.94K--
GOLDMAN SACHS GROUP INC--Jun 30, 26-6.61K--
Legacy Wealth Managment, LLC/ID--Jun 30, 26-3.21K--
TD Capital Management LLC--Jun 30, 26-2.14K--
JANE STREET GROUP, LLC--Jun 30, 26-86.00K--
COMERICA BANK18.53KDec 31, 25-2170.29%
Legacy Investment Solutions, LLC3.18KJun 30, 25+3.18K0.05%

Latest holdings as of Funds file quarterly, up to 45 days after quarter end; this page refreshes weeklyAbout this data

Data is provided for informational purposes only and does not constitute investment advice. Past performance is not indicative of future results.