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DoubleLine Shiller CAPE US Equities ETF
CAPE

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
SG
1
Straightline Group
Michigan
USD 30.8 M +USD 392 k +12,181 +1%
Foundations Investment Advisors
2
Foundations Investment Advisors
Arizona
USD 28.8 M +USD 5.03 M +156,140 +21%
WLPWM
3
Walled Lake Planning & Wealth Management
Illinois
USD 26.2 M -USD 111 k -3,444 -0.4%
UBS Group
4
UBS Group
Switzerland
USD 13.4 M +USD 321 k +9,964 +2%
Waddell & Associates
5
Waddell & Associates
Tennessee
USD 10.7 M -USD 170 k -5,264 -2%
SPI
6
Santori & Peters Inc
Pennsylvania
USD 7.61 M -USD 628 k -19,509 -8%
HAG
7
HF Advisory Group
Maryland
USD 4.85 M +USD 385 k +11,951 +9%
Bank of Montreal
8
Bank of Montreal
Ontario, Canada
USD 4.01 M +USD 140 k +4,349 +4%
CPA
9
Clear Point Advisors
New York
USD 4 M +USD 3.97 M +123,241 Nuevas
Main Street Financial Solutions
10
Main Street Financial Solutions
Pennsylvania
USD 3.23 M +USD 170 k +5,269 +6%
Csenge Advisory Group
11
Csenge Advisory Group
Florida
USD 2.87 M -USD 310 k -9,630 -10%
IAIM
12
International Assets Investment Management
Florida
USD 2.4 M – – –
SFG
13
Socha Financial Group
New York
USD 1.53 M -USD 147 k -4,561 -9%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
USD 1.19 M -USD 449 k -13,927 -28%
Southeast Asset Advisors
15
Southeast Asset Advisors
Georgia
USD 1.09 M – – –
Kayne Anderson Rudnick Investment Management
16
Kayne Anderson Rudnick Investment Management
California
USD 934 k -USD 2.67 k -83 -0.3%
AWM
17
Avaii Wealth Management
Wisconsin
USD 742 k -USD 15.3 k -475 -2%
Capital Investment Advisors
18
Capital Investment Advisors
Georgia
USD 736 k -USD 1.3 M -40,368 -64%
Susquehanna International Group
19
Susquehanna International Group
Pennsylvania
USD 672 k -USD 11.2 k -349 -2%
Sepio Capital
20
Sepio Capital
Utah
USD 562 k – – –
HRT Financial
21
HRT Financial
New York
USD 555 k +USD 70.1 k +2,178 +15%
Citadel Advisors
22
Citadel Advisors
Florida
USD 534 k -USD 3.76 M -116,870 -88%
UAG
23
United Advisor Group
Ohio
USD 350 k +USD 75.6 k +2,346 +28%
Corient Private Wealth
24
Corient Private Wealth
Florida
USD 289 k – – –
AQR Capital Management
25
AQR Capital Management
Connecticut
USD 275 k – – –
1
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