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

Foundations Investment 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 Q2	$28.8M	Buy	888,523 +156,140	+21%	+$5.03M	0.3%	76
2026 Q1	$22.6M	Buy	732,383 +160,433	+28%	+$5.19M	0.28%	86
2025 Q4	$18.4M	Buy	571,950 +57,451	+11%	+$1.84M	0.24%	92
2025 Q3	$16.8M	Buy	514,499 +161,575	+46%	+$5.2M	0.24%	96
2025 Q2	$11.2M	Buy	352,924 +67,212	+24%	+$2.04M	0.18%	127
2025 Q1	$8.68M	Buy	285,712 +6,412	+2%	+$196K	0.16%	137
2024 Q4	$8.37M	Buy	279,300 +138,991	+99%	+$4.24M	0.16%	128
2024 Q3	$4.15M	Buy	140,309 +88,755	+172%	+$2.54M	0.09%	197
2024 Q2	$1.43M	Buy	+51,554	New	+$1.4M	0.03%	282

Other funds holding CAPE

Straightline Group Troy, Michigan $212M AUM 7.27% 1-Year Est. Return

WLPWM

Walled Lake Planning & Wealth Management Winnetka, Illinois $396M AUM 17.09% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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 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

CAG

Csenge Advisory Group Clearwater, Florida $2.47B AUM 24.93% 1-Year Est. Return

Foundations Investment Advisors's CAPE Position: Q2 2026 in Review

Foundations Investment Advisors increased its DoubleLine Shiller CAPE US Equities ETF (CAPE) stake by 21% in Q2 2026, buying an estimated $5.03M and bringing the position to 888,523 shares worth $28.8M. The position accounts for 0.3% of the portfolio, ranked #76.

Foundations Investment Advisors first reported a position in CAPE in Q2 2024 and has held it in 9 quarters since. 47 funds tracked by Wall St. Rank hold CAPE as of Q2 2026.

Foundations Investment Advisors held 888,523 shares of DoubleLine Shiller CAPE US Equities ETF worth $28.8M as of Q2 2026.
Foundations Investment Advisors bought 156,140 DoubleLine Shiller CAPE US Equities ETF shares in Q2 2026, an estimated $5.03M.
DoubleLine Shiller CAPE US Equities ETF made up 0.3% of Foundations Investment Advisors's portfolio in Q2 2026, its #76 holding.
Foundations Investment Advisors first reported a position in DoubleLine Shiller CAPE US Equities ETF in Q2 2024 and has held it in 9 quarters since.
47 funds tracked by Wall St. Rank held DoubleLine Shiller CAPE US Equities ETF as of Q2 2026.

Based on Foundations Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.