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DoubleLine Shiller CAPE US Equities ETF
CAPE

Name Holding Trade Value Shares
Change 		Change in
Stake
WA
1
Waddell & Associates
Tennessee
$47.4M +$1.43M +67,244 +3%
SFG
2
Socha Financial Group
New York
$36.1M +$2.17M +101,891 +6%
EK
3
Evensky & Katz
Florida
$16.7M +$16.4M +768,562 +3,121%
TW
4
Transform Wealth
Colorado
$5.45M +$5.52M +259,548 New
UBS Group
5
UBS Group
Switzerland
$4.74M +$4.8M +225,527 New
KAS
6
Kestra Advisory Services
Texas
$4.6M +$4.65M +218,740 New
SPI
7
Santori & Peters Inc
Pennsylvania
$4.42M +$4.48M +210,421 New
CAG
8
Csenge Advisory Group
Florida
$4.25M +$2.16M +101,296 +100%
Citadel Advisors
9
Citadel Advisors
Florida
$3.04M +$3.08M +144,801 New
IAIM
10
International Assets Investment Management
Florida
$2.82M +$1.78M +83,450 +164%
Kayne Anderson Rudnick Investment Management
11
Kayne Anderson Rudnick Investment Management
California
$2.63M +$294K +13,833 +12%
HAG
12
HF Advisory Group
Maryland
$2.42M +$2.45M +115,298 New
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$1.68M +$57.9K +2,721 +4%
SG
14
StoneX Group
New York
$1.46M +$1.48M +69,518 New
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$1.39M +$1.4M +66,004 New
Bank of Montreal
16
Bank of Montreal
Ontario, Canada
$1.01M +$53.5K +2,515 +6%
CIA
17
Capital Investment Advisors
Georgia
$823K +$834K +39,171 New
AWA
18
Arete Wealth Advisors
Illinois
$759K +$290K +13,632 +61%
SAA
19
Southeast Asset Advisors
Georgia
$706K +$715K +33,597 New
ATC
20
Argent Trust Co
Tennessee
$371K – – –
Osaic Holdings
21
Osaic Holdings
Arizona
$135K +$137K +6,439 New
CAL
22
Capital Analysts LLC
Pennsylvania
$73K +$18.3K +861 +33%
HI
23
Harbour Investments
Wisconsin
$8.4K – – –
TWM
24
TMD Wealth Management
Arizona
– -$434K -21,710 Closed
Bank of America
25
Bank of America
North Carolina
– -$3K -167 Closed