Royal Bank of Canada
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Royal Bank of Canada’s DoubleLine Shiller CAPE US Equities ETF CAPE Stock Holding History

Royal Bank of Canada’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 		– Sell
-152
Closed -$5K – 7161
2025
Q4 		$5K Sell
152
-6,948
-98% -$223K ﹤0.01% 6694
2025
Q3 		$231K Buy
+7,100
New +$228K ﹤0.01% 5006

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 $396M AUM 17.09% 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 $1.94B AUM 22.01% 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 $355M AUM 27.18% 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

Royal Bank of Canada's CAPE Position: Q1 2026 in Review

Royal Bank of Canada sold out of DoubleLine Shiller CAPE US Equities ETF (CAPE) in Q1 2026, closing a stake of 152 shares — an estimated $5K sold.

Royal Bank of Canada first reported a position in CAPE in Q3 2025 and held it in 2 quarters. The position peaked at $231K in Q3 2025. 49 funds tracked by Wall St. Rank hold CAPE as of Q1 2026.

  • Royal Bank of Canada reported no remaining DoubleLine Shiller CAPE US Equities ETF position as of Q1 2026 after selling out during the quarter.
  • Royal Bank of Canada sold 152 DoubleLine Shiller CAPE US Equities ETF shares in Q1 2026, an estimated $5K.
  • Royal Bank of Canada first reported a position in DoubleLine Shiller CAPE US Equities ETF in Q3 2025 and held it in 2 quarters.
  • Royal Bank of Canada's DoubleLine Shiller CAPE US Equities ETF position peaked at $231K in Q3 2025.
  • 49 funds tracked by Wall St. Rank held DoubleLine Shiller CAPE US Equities ETF as of Q1 2026.

Based on Royal Bank of Canada's 13F filing for Q1 2026, filed 15 May 2026.