HRT Financial’s DoubleLine Shiller CAPE US Equities ETF CAPE Stock Holding History

HRT Financial’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	$461K	Buy	+14,944	New	+$484K	﹤0.01%	2590

Other funds holding CAPE

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

Evensky & Katz Coral Gables, Florida $1.76B AUM 18.21% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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 Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

HRT Financial's CAPE Position: Q1 2026 in Review

HRT Financial opened a new position in DoubleLine Shiller CAPE US Equities ETF (CAPE) in Q1 2026: 14,944 shares worth $461K. The stake represents ﹤0.01% of the portfolio and ranks #2590 among its holdings.

48 funds tracked by Wall St. Rank hold CAPE as of Q1 2026.

HRT Financial held 14,944 shares of DoubleLine Shiller CAPE US Equities ETF worth $461K as of Q1 2026.
DoubleLine Shiller CAPE US Equities ETF was a new HRT Financial position in Q1 2026.
DoubleLine Shiller CAPE US Equities ETF made up ﹤0.01% of HRT Financial's portfolio in Q1 2026, its #2590 holding.
48 funds tracked by Wall St. Rank held DoubleLine Shiller CAPE US Equities ETF as of Q1 2026.

Based on HRT Financial's 13F filing for Q1 2026, filed 14 May 2026.