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DoubleLine Shiller CAPE US Equities ETF
CAPE
CAPE
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SFG
1
Socha Financial Group
Corning,
New York
| $29.6M | +$32.4M | +1,424,786 | New |
|
2
Cambridge Investment Research Advisors
Fairfield,
Iowa
| $1.43M | +$1.57M | +68,998 | New |
|
3
Bank of Montreal
Toronto,
Ontario, Canada
| $1.01M | +$1.01M | +44,390 | New |
|
4
Citadel Advisors
Miami,
Florida
| $454K | +$497K | +21,830 | New |
|
|
TWM
5
TMD Wealth Management
Scottsdale,
Arizona
| $412K | +$451K | +19,824 | New |
|
|
WA
6
Waddell & Associates
Memphis,
Tennessee
| $260K | +$284K | +12,487 | New |
|
|
CAL
7
Capital Analysts LLC
Fort Washington,
Pennsylvania
| $55K | +$59.8K | +2,625 | New |
|
8
JP Morgan Chase
New York
| $22K | +$24.2K | +1,063 | New |
|
9
Bank of America
Charlotte,
North Carolina
| $8K | +$8.88K | +390 | New |
|
|
HI
10
Harbour Investments
Madison,
Wisconsin
| $8K | +$9.11K | +400 | New |
|