Rockefeller Capital Management
CAPE icon

Rockefeller Capital Management’s DoubleLine Shiller CAPE US Equities ETF CAPE Stock Holding History

Rockefeller Capital Management’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 		$2.28K Hold
73
– – ﹤0.01% 4395
2025
Q4 		$2.38K Hold
73
– – ﹤0.01% 4274
2025
Q3 		$2.38K Buy
+73
New +$2.35K ﹤0.01% 4054

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

Rockefeller Capital Management's CAPE Position: Q1 2026 in Review

Rockefeller Capital Management held its DoubleLine Shiller CAPE US Equities ETF (CAPE) position steady in Q1 2026 at 73 shares worth $2.28K. The position accounts for ﹤0.01% of the portfolio, ranked #4395.

Rockefeller Capital Management first reported a position in CAPE in Q3 2025 and has held it in 3 quarters since. The position peaked at $2.38K in Q3 2025. 48 funds tracked by Wall St. Rank hold CAPE as of Q1 2026.

  • Rockefeller Capital Management held 73 shares of DoubleLine Shiller CAPE US Equities ETF worth $2.28K as of Q1 2026.
  • Rockefeller Capital Management 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 Rockefeller Capital Management's portfolio in Q1 2026, its #4395 holding.
  • Rockefeller Capital Management first reported a position in DoubleLine Shiller CAPE US Equities ETF in Q3 2025 and has held it in 3 quarters since.
  • Rockefeller Capital Management's DoubleLine Shiller CAPE US Equities ETF position peaked at $2.38K in Q3 2025.
  • 48 funds tracked by Wall St. Rank held DoubleLine Shiller CAPE US Equities ETF as of Q1 2026.

Based on Rockefeller Capital Management's 13F filing for Q1 2026, filed 14 May 2026.