LPL Financial
CAPE icon

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

LPL 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 		$220K Sell
6,791
-805
-11% -$25.9K ﹤0.01% 5694
2026
Q1 		$234K Sell
7,596
-1,830
-19% -$59.3K ﹤0.01% 5380
2025
Q4 		$304K Sell
9,426
-335
-3% -$10.7K ﹤0.01% 5137
2025
Q3 		$318K Buy
9,761
+1,544
+19% +$49.7K ﹤0.01% 5007
2025
Q2 		$261K Buy
+8,217
New +$249K ﹤0.01% 4874

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

LPL Financial's CAPE Position: Q2 2026 in Review

LPL Financial reduced its DoubleLine Shiller CAPE US Equities ETF (CAPE) stake by 11% in Q2 2026, selling an estimated $25.9K and leaving 6,791 shares worth $220K. The position accounts for ﹤0.01% of the portfolio, ranked #5694.

LPL Financial first reported a position in CAPE in Q2 2025 and has held it in 5 quarters since. The position peaked at $318K in Q3 2025. 47 funds tracked by Wall St. Rank hold CAPE as of Q2 2026.

  • LPL Financial held 6,791 shares of DoubleLine Shiller CAPE US Equities ETF worth $220K as of Q2 2026.
  • LPL Financial sold 805 DoubleLine Shiller CAPE US Equities ETF shares in Q2 2026, an estimated $25.9K.
  • DoubleLine Shiller CAPE US Equities ETF made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #5694 holding.
  • LPL Financial first reported a position in DoubleLine Shiller CAPE US Equities ETF in Q2 2025 and has held it in 5 quarters since.
  • LPL Financial's DoubleLine Shiller CAPE US Equities ETF position peaked at $318K in Q3 2025.
  • 47 funds tracked by Wall St. Rank held DoubleLine Shiller CAPE US Equities ETF as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.