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Capital Analysts LLC’s DoubleLine Shiller CAPE US Equities ETF CAPE Stock Holding History

Capital Analysts LLC’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 		$88K Hold
2,846
– – ﹤0.01% 825
2025
Q4 		$92K Hold
2,846
– – ﹤0.01% 782
2025
Q3 		$93K Hold
2,846
– – ﹤0.01% 749
2025
Q2 		$91K Hold
2,846
– – ﹤0.01% 691
2025
Q1 		$86K Sell
2,846
-500
-15% -$15.3K ﹤0.01% 672
2024
Q4 		$100K Sell
3,346
-140
-4% -$4.27K ﹤0.01% 612
2024
Q3 		$103K Hold
3,486
– – ﹤0.01% 582
2024
Q2 		$97K Hold
3,486
– – ﹤0.01% 579
2024
Q1 		$98K Hold
3,486
– – ﹤0.01% 555
2023
Q4 		$92K Hold
3,486
– – ﹤0.01% 542
2023
Q3 		$83K Hold
3,486
– – ﹤0.01% 519
2023
Q2 		$85K Hold
3,486
– – ﹤0.01% 492
2023
Q1 		$79K Hold
3,486
– – ﹤0.01% 512
2022
Q4 		$73K Buy
3,486
+861
+33% +$18.3K ﹤0.01% 556
2022
Q3 		$53K Hold
2,625
– – ﹤0.01% 554
2022
Q2 		$55K Buy
+2,625
New +$59.8K ﹤0.01% 540

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

Capital Analysts LLC's CAPE Position: Q1 2026 in Review

Capital Analysts LLC held its DoubleLine Shiller CAPE US Equities ETF (CAPE) position steady in Q1 2026 at 2,846 shares worth $88K. The position accounts for ﹤0.01% of the portfolio, ranked #825.

Capital Analysts LLC first reported a position in CAPE in Q2 2022 and has held it in 16 quarters since. The position peaked at $103K in Q3 2024. 48 funds tracked by Wall St. Rank hold CAPE as of Q1 2026.

  • Capital Analysts LLC held 2,846 shares of DoubleLine Shiller CAPE US Equities ETF worth $88K as of Q1 2026.
  • Capital Analysts LLC left its DoubleLine Shiller CAPE US Equities ETF share count unchanged in Q1 2026.
  • DoubleLine Shiller CAPE US Equities ETF made up ﹤0.01% of Capital Analysts LLC's portfolio in Q1 2026, its #825 holding.
  • Capital Analysts LLC first reported a position in DoubleLine Shiller CAPE US Equities ETF in Q2 2022 and has held it in 16 quarters since.
  • Capital Analysts LLC's DoubleLine Shiller CAPE US Equities ETF position peaked at $103K in Q3 2024.
  • 48 funds tracked by Wall St. Rank held DoubleLine Shiller CAPE US Equities ETF as of Q1 2026.

Based on Capital Analysts LLC's 13F filing for Q1 2026, filed 14 May 2026.