We are live on ! Find out more
CAPE icon

DoubleLine Shiller CAPE US Equities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WA
1
Waddell & Associates
Tennessee
$67.6M +$1.38M +42,940 +2%
SG
2
Straightline Group
Michigan
$33.6M +$231K +7,196 +0.7%
WLPWM
3
Walled Lake Planning & Wealth Management
Illinois
$27.1M +$165K +5,140 +0.6%
FIA
4
Foundations Investment Advisors
Arizona
$18.4M +$1.84M +57,451 +11%
EK
5
Evensky & Katz
Florida
$17M -$175K -5,468 -1%
UBS Group
6
UBS Group
Switzerland
$11.9M +$140K +4,378 +1%
SPI
7
Santori & Peters Inc
Pennsylvania
$8.15M +$20.6K +643 +0.3%
AIA
8
Armor Investment Advisors
North Carolina
$7.17M -$114K -3,557 -2%
CPA
9
Clear Point Advisors
New York
$4.72M -$351K -10,940 -7%
HAG
10
HF Advisory Group
Maryland
$4.11M +$251K +7,838 +7%
MSFS
11
Main Street Financial Solutions
Pennsylvania
$4.07M +$499K +15,556 +14%
Bank of Montreal
12
Bank of Montreal
Ontario, Canada
$3.85M +$570K +17,775 +17%
CAG
13
Csenge Advisory Group
Florida
$3.37M -$29.1K -909 -0.9%
CIA
14
Capital Investment Advisors
Georgia
$2.52M -$339K -10,579 -12%
IAIM
15
International Assets Investment Management
Florida
$2.38M -$172K -5,365 -7%
SFG
16
Socha Financial Group
New York
$1.92M -$771K -24,062 -29%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$1.59M -$1.96M -61,117 -55%
SAA
18
Southeast Asset Advisors
Georgia
$1.08M
Kayne Anderson Rudnick Investment Management
19
Kayne Anderson Rudnick Investment Management
California
$932K +$1.99K +62 +0.2%
Citadel Advisors
20
Citadel Advisors
Florida
$899K +$894K +27,897 New
CIBC World Market
21
CIBC World Market
Ontario, Canada
$882K -$9.33K -291 -1%
AWM
22
Avaii Wealth Management
Wisconsin
$758K -$19.1K -596 -2%
DIA
23
Dana Investment Advisors
Wisconsin
$675K -$81.8K -2,553 -11%
Comerica Bank
24
Comerica Bank
Texas
$597K -$6.96K -217 -1%
KWA
25
Kingswood Wealth Advisors
California
$585K -$60.9K -1,900 -9%