Corient Private Wealth
CAPE icon

Corient Private Wealth’s DoubleLine Shiller CAPE US Equities ETF CAPE Stock Holding History

Corient Private Wealth’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
Q2 		$289K Hold
8,902
– – ﹤0.01% 2590
2026
Q1 		$275K Hold
8,902
– – ﹤0.01% 2367
2025
Q4 		$287K Hold
8,902
– – ﹤0.01% 2200
2025
Q3 		$290K Buy
+8,902
New +$286K ﹤0.01% 2141

Other funds holding CAPE

SG
Straightline Group Troy, Michigan $212M AUM 7.27% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $9.72B AUM 29.41% 1-Year Est. Return
WLPWM
Walled Lake Planning & Wealth Management Winnetka, Illinois $396M AUM 17.09% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
WA
Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return
SPI
Santori & Peters Inc Canonsburg, Pennsylvania $355M AUM 27.18% 1-Year Est. Return
HAG
HF Advisory Group Annapolis, Maryland $323M AUM 17.8% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
CPA
Clear Point Advisors Melville, New York $113M AUM 15% 1-Year Est. Return
MSFS
Main Street Financial Solutions Newtown, Pennsylvania $1.56B AUM 24.84% 1-Year Est. Return

Corient Private Wealth's CAPE Position: Q2 2026 in Review

Corient Private Wealth held its DoubleLine Shiller CAPE US Equities ETF (CAPE) position steady in Q2 2026 at 8,902 shares worth $289K. The position accounts for ﹤0.01% of the portfolio, ranked #2590.

Corient Private Wealth first reported a position in CAPE in Q3 2025 and has held it in 4 quarters since. The position peaked at $290K in Q3 2025. 47 funds tracked by Wall St. Rank hold CAPE as of Q2 2026.

  • Corient Private Wealth held 8,902 shares of DoubleLine Shiller CAPE US Equities ETF worth $289K as of Q2 2026.
  • Corient Private Wealth left its DoubleLine Shiller CAPE US Equities ETF share count unchanged in Q2 2026.
  • DoubleLine Shiller CAPE US Equities ETF made up ﹤0.01% of Corient Private Wealth's portfolio in Q2 2026, its #2590 holding.
  • Corient Private Wealth first reported a position in DoubleLine Shiller CAPE US Equities ETF in Q3 2025 and has held it in 4 quarters since.
  • Corient Private Wealth's DoubleLine Shiller CAPE US Equities ETF position peaked at $290K in Q3 2025.
  • 47 funds tracked by Wall St. Rank held DoubleLine Shiller CAPE US Equities ETF as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.