Cambridge Investment Research Advisors
CAPE icon

Cambridge Investment Research Advisors’s DoubleLine Shiller CAPE US Equities ETF CAPE Stock Holding History

Cambridge Investment Research Advisors’s Portfolio CAPE Stock Details CAPE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.56M Buy
50,643
+1,188
+2% +$38.5K ﹤0.01% 1805
2025
Q4 		$1.59M Sell
49,455
-61,117
-55% -$1.96M ﹤0.01% 1728
2025
Q3 		$3.6M Sell
110,572
-14,821
-12% -$477K 0.01% 1096
2025
Q2 		$3.99M Buy
125,393
+2,579
+2% +$78.3K 0.01% 973
2025
Q1 		$3.73M Buy
122,814
+2,486
+2% +$76.2K 0.01% 956
2024
Q4 		$3.61M Buy
120,328
+6,053
+5% +$185K 0.01% 982
2024
Q3 		$3.38M Buy
114,275
+5,760
+5% +$165K 0.01% 1010
2024
Q2 		$3.01M Sell
108,515
-34,220
-24% -$932K 0.01% 1035
2024
Q1 		$4M Sell
142,735
-391,307
-73% -$10.5M 0.02% 874
2023
Q4 		$14.2M Buy
534,042
+9,160
+2% +$226K 0.06% 305
2023
Q3 		$12.4M Buy
524,882
+136,659
+35% +$3.37M 0.06% 312
2023
Q2 		$9.51M Buy
388,223
+5,058
+1% +$116K 0.04% 400
2023
Q1 		$8.69M Buy
383,165
+303,039
+378% +$6.78M 0.04% 411
2022
Q4 		$1.68M Buy
80,126
+2,721
+4% +$57.9K 0.01% 1178
2022
Q3 		$1.55M Buy
77,405
+8,407
+12% +$188K 0.01% 1188
2022
Q2 		$1.43M Buy
+68,998
New +$1.57M 0.01% 1225

Other funds holding CAPE

SG
Straightline Group Troy, Michigan $201M AUM 8.48% 1-Year Est. Return
WLPWM
Walled Lake Planning & Wealth Management Winnetka, Illinois $340M AUM 14.34% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.76B AUM 18.21% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
WA
Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return
SPI
Santori & Peters Inc Canonsburg, Pennsylvania $321M AUM 27.58% 1-Year Est. Return
HAG
HF Advisory Group Annapolis, Maryland $323M AUM 17.8% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Cambridge Investment Research Advisors's CAPE Position: Q1 2026 in Review

Cambridge Investment Research Advisors increased its DoubleLine Shiller CAPE US Equities ETF (CAPE) stake by 2.4% in Q1 2026, buying an estimated $38.5K and bringing the position to 50,643 shares worth $1.56M. The position accounts for ﹤0.01% of the portfolio, ranked #1805.

Cambridge Investment Research Advisors first reported a position in CAPE in Q2 2022 and has held it in 16 quarters since. The position peaked at $14.2M in Q4 2023. 48 funds tracked by Wall St. Rank hold CAPE as of Q1 2026.

  • Cambridge Investment Research Advisors held 50,643 shares of DoubleLine Shiller CAPE US Equities ETF worth $1.56M as of Q1 2026.
  • Cambridge Investment Research Advisors bought 1,188 DoubleLine Shiller CAPE US Equities ETF shares in Q1 2026, an estimated $38.5K.
  • DoubleLine Shiller CAPE US Equities ETF made up ﹤0.01% of Cambridge Investment Research Advisors's portfolio in Q1 2026, its #1805 holding.
  • Cambridge Investment Research Advisors first reported a position in DoubleLine Shiller CAPE US Equities ETF in Q2 2022 and has held it in 16 quarters since.
  • Cambridge Investment Research Advisors's DoubleLine Shiller CAPE US Equities ETF position peaked at $14.2M in Q4 2023.
  • 48 funds tracked by Wall St. Rank held DoubleLine Shiller CAPE US Equities ETF as of Q1 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.