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CAPE icon

NewEdge Advisors’s DoubleLine Shiller CAPE US Equities ETF CAPE Stock Holding History

NewEdge Advisors’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
Q1 		$15.4K Hold
500
– – ﹤0.01% 3276
2025
Q4 		$16.1K Hold
500
– – ﹤0.01% 3319
2025
Q3 		$16.3K Hold
500
– – ﹤0.01% 3187
2025
Q2 		$15.9K Hold
500
– – ﹤0.01% 3032
2025
Q1 		$15.2K Hold
500
– – ﹤0.01% 2955
2024
Q4 		$15K Hold
500
– – ﹤0.01% 2896
2024
Q3 		$14.8K Buy
+500
New +$14.3K ﹤0.01% 2816

Other funds holding CAPE

SG
Straightline Group Troy, Michigan $201M AUM 8.48% 1-Year Est. Return
WLPWM
Walled Lake Planning & Wealth Management Winnetka, Illinois $340M AUM 14.34% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.76B AUM 18.21% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
WA
Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return
SPI
Santori & Peters Inc Canonsburg, Pennsylvania $321M AUM 27.58% 1-Year Est. Return
HAG
HF Advisory Group Annapolis, Maryland $323M AUM 17.8% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

NewEdge Advisors's CAPE Position: Q1 2026 in Review

NewEdge Advisors held its DoubleLine Shiller CAPE US Equities ETF (CAPE) position steady in Q1 2026 at 500 shares worth $15.4K. The position accounts for ﹤0.01% of the portfolio, ranked #3276.

NewEdge Advisors first reported a position in CAPE in Q3 2024 and has held it in 7 quarters since. The position peaked at $16.3K in Q3 2025. 48 funds tracked by Wall St. Rank hold CAPE as of Q1 2026.

  • NewEdge Advisors held 500 shares of DoubleLine Shiller CAPE US Equities ETF worth $15.4K as of Q1 2026.
  • NewEdge Advisors left its DoubleLine Shiller CAPE US Equities ETF share count unchanged in Q1 2026.
  • DoubleLine Shiller CAPE US Equities ETF made up ﹤0.01% of NewEdge Advisors's portfolio in Q1 2026, its #3276 holding.
  • NewEdge Advisors first reported a position in DoubleLine Shiller CAPE US Equities ETF in Q3 2024 and has held it in 7 quarters since.
  • NewEdge Advisors's DoubleLine Shiller CAPE US Equities ETF position peaked at $16.3K in Q3 2025.
  • 48 funds tracked by Wall St. Rank held DoubleLine Shiller CAPE US Equities ETF as of Q1 2026.

Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.