HF
CAPE icon

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
Q2 		$555K Buy
17,122
+2,178
+15% +$70.1K ﹤0.01% 2568
2026
Q1 		$461K Buy
+14,944
New +$484K ﹤0.01% 2590

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

HRT Financial's CAPE Position: Q2 2026 in Review

HRT Financial increased its DoubleLine Shiller CAPE US Equities ETF (CAPE) stake by 15% in Q2 2026, buying an estimated $70.1K and bringing the position to 17,122 shares worth $555K. The position accounts for ﹤0.01% of the portfolio, ranked #2568.

HRT Financial first reported a position in CAPE in Q1 2026 and has held it in 2 quarters since. 47 funds tracked by Wall St. Rank hold CAPE as of Q2 2026.

  • HRT Financial held 17,122 shares of DoubleLine Shiller CAPE US Equities ETF worth $555K as of Q2 2026.
  • HRT Financial bought 2,178 DoubleLine Shiller CAPE US Equities ETF shares in Q2 2026, an estimated $70.1K.
  • DoubleLine Shiller CAPE US Equities ETF made up ﹤0.01% of HRT Financial's portfolio in Q2 2026, its #2568 holding.
  • HRT Financial first reported a position in DoubleLine Shiller CAPE US Equities ETF in Q1 2026 and has held it in 2 quarters since.
  • 47 funds tracked by Wall St. Rank held DoubleLine Shiller CAPE US Equities ETF as of Q2 2026.

Based on HRT Financial's 13F filing for Q2 2026, filed 14 Aug 2026.