HI
CAPE icon

Harbour Investments’s DoubleLine Shiller CAPE US Equities ETF CAPE Stock Holding History

Harbour Investments’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 		$12.3K Hold
400
– – ﹤0.01% 3151
2025
Q4 		$12.9K Hold
400
– – ﹤0.01% 2621
2025
Q3 		$13K Hold
400
– – ﹤0.01% 2552
2025
Q2 		$12.7K Hold
400
– – ﹤0.01% 2446
2025
Q1 		$12.2K Hold
400
– – ﹤0.01% 2430
2024
Q4 		$12K Hold
400
– – ﹤0.01% 2363
2024
Q3 		$11.8K Hold
400
– – ﹤0.01% 2282
2024
Q2 		$11.1K Hold
400
– – ﹤0.01% 2210
2024
Q1 		$11.2K Hold
400
– – ﹤0.01% 2181
2023
Q4 		$10.6K Hold
400
– – ﹤0.01% 2122
2023
Q3 		$9.47K Hold
400
– – ﹤0.01% 2048
2023
Q2 		$9.8K Hold
400
– – ﹤0.01% 2037
2023
Q1 		$9.07K Hold
400
– – ﹤0.01% 2046
2022
Q4 		$8.4K Hold
400
– – ﹤0.01% 2022
2022
Q3 		$8K Hold
400
– – ﹤0.01% 2008
2022
Q2 		$8K Buy
+400
New +$9.11K ﹤0.01% 2008

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

Harbour Investments's CAPE Position: Q1 2026 in Review

Harbour Investments held its DoubleLine Shiller CAPE US Equities ETF (CAPE) position steady in Q1 2026 at 400 shares worth $12.3K. The position accounts for ﹤0.01% of the portfolio, ranked #3151.

Harbour Investments first reported a position in CAPE in Q2 2022 and has held it in 16 quarters since. The position peaked at $13K in Q3 2025. 48 funds tracked by Wall St. Rank hold CAPE as of Q1 2026.

  • Harbour Investments held 400 shares of DoubleLine Shiller CAPE US Equities ETF worth $12.3K as of Q1 2026.
  • Harbour Investments 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 Harbour Investments's portfolio in Q1 2026, its #3151 holding.
  • Harbour Investments first reported a position in DoubleLine Shiller CAPE US Equities ETF in Q2 2022 and has held it in 16 quarters since.
  • Harbour Investments's DoubleLine Shiller CAPE US Equities ETF position peaked at $13K in Q3 2025.
  • 48 funds tracked by Wall St. Rank held DoubleLine Shiller CAPE US Equities ETF as of Q1 2026.

Based on Harbour Investments's 13F filing for Q1 2026, filed 15 May 2026.