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

Jones Financial Companies’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 		$3.51K Buy
+107
New +$3.45K ﹤0.01% 4253

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WA
Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return
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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

Jones Financial Companies's CAPE Position: Q2 2026 in Review

Jones Financial Companies opened a new position in DoubleLine Shiller CAPE US Equities ETF (CAPE) in Q2 2026: 107 shares worth $3.51K. The stake represents ﹤0.01% of the portfolio and ranks #4253 among its holdings.

47 funds tracked by Wall St. Rank hold CAPE as of Q2 2026.

  • Jones Financial Companies held 107 shares of DoubleLine Shiller CAPE US Equities ETF worth $3.51K as of Q2 2026.
  • DoubleLine Shiller CAPE US Equities ETF was a new Jones Financial Companies position in Q2 2026.
  • DoubleLine Shiller CAPE US Equities ETF made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #4253 holding.
  • 47 funds tracked by Wall St. Rank held DoubleLine Shiller CAPE US Equities ETF as of Q2 2026.

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