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Legacy Investment Solutions’s DoubleLine Shiller CAPE US Equities ETF CAPE Stock Holding History

Legacy Investment Solutions’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
2025
Q2 		$101K Buy
+3,178
New +$96.5K 0.05% 109

Other funds holding CAPE

WA
Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return
SG
Straightline Group Troy, Michigan $201M AUM 8.48% 1-Year Est. Return
WLPWM
Walled Lake Planning & Wealth Management Winnetka, Illinois $396M AUM 17.09% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SPI
Santori & Peters Inc Canonsburg, Pennsylvania $321M AUM 27.58% 1-Year Est. Return
CPA
Clear Point Advisors Melville, New York $129M AUM 12.02% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
HAG
HF Advisory Group Annapolis, Maryland $323M AUM 17.8% 1-Year Est. Return

Legacy Investment Solutions's CAPE Position: Q2 2025 in Review

Legacy Investment Solutions opened a new position in DoubleLine Shiller CAPE US Equities ETF (CAPE) in Q2 2025: 3,178 shares worth $101K. The stake represents 0.05% of the portfolio and ranks #109 among its holdings.

42 funds tracked by Wall St. Rank hold CAPE as of Q2 2025.

  • Legacy Investment Solutions held 3,178 shares of DoubleLine Shiller CAPE US Equities ETF worth $101K as of Q2 2025.
  • DoubleLine Shiller CAPE US Equities ETF was a new Legacy Investment Solutions position in Q2 2025.
  • DoubleLine Shiller CAPE US Equities ETF made up 0.05% of Legacy Investment Solutions's portfolio in Q2 2025, its #109 holding.
  • 42 funds tracked by Wall St. Rank held DoubleLine Shiller CAPE US Equities ETF as of Q2 2025.

Based on Legacy Investment Solutions's 13F filing for Q2 2025, filed 6 Aug 2025.