Jeff Yass’s DoubleLine Shiller CAPE US Equities ETF CAPE Stock Holding History

Jeff Yass’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	$672K	Sell	20,719 -349	-2%	-$11.2K	﹤0.01%	9210
2026 Q1	$650K	Buy	+21,068	New	+$682K	﹤0.01%	8991
2025 Q2	–	Sell	-93,371	Closed	-$2.84M	–	12708
2025 Q1	$2.84M	Buy	93,371 +54,388	+140%	+$1.67M	﹤0.01%	4765
2024 Q4	$1.17M	Sell	38,983 -50,114	-56%	-$1.53M	﹤0.01%	6579
2024 Q3	$2.64M	Sell	89,097 -17,106	-16%	-$489K	﹤0.01%	4781
2024 Q2	$2.94M	Buy	+106,203	New	+$2.89M	﹤0.01%	4347

Other funds holding CAPE

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 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

Jeff Yass's CAPE Position: Q2 2026 in Review

Jeff Yass reduced its DoubleLine Shiller CAPE US Equities ETF (CAPE) stake by 1.7% in Q2 2026, selling an estimated $11.2K and leaving 20,719 shares worth $672K. The position accounts for ﹤0.01% of the portfolio, ranked #9210.

Jeff Yass first reported a position in CAPE in Q2 2024 and has held it in 6 quarters since. The position peaked at $2.94M in Q2 2024. 47 funds tracked by Wall St. Rank hold CAPE as of Q2 2026.

Jeff Yass held 20,719 shares of DoubleLine Shiller CAPE US Equities ETF worth $672K as of Q2 2026.
Jeff Yass sold 349 DoubleLine Shiller CAPE US Equities ETF shares in Q2 2026, an estimated $11.2K.
DoubleLine Shiller CAPE US Equities ETF made up ﹤0.01% of Jeff Yass's portfolio in Q2 2026, its #9210 holding.
Jeff Yass first reported a position in DoubleLine Shiller CAPE US Equities ETF in Q2 2024 and has held it in 6 quarters since.
Jeff Yass's DoubleLine Shiller CAPE US Equities ETF position peaked at $2.94M in Q2 2024.
47 funds tracked by Wall St. Rank held DoubleLine Shiller CAPE US Equities ETF as of Q2 2026.

Based on Susquehanna International Group's 13F filing for Q2 2026, filed 14 Aug 2026.