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

Savant Capital’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 Q3	$2.76M	Buy	+89,314	New	+$2.91M	0.01%	686

Other funds holding CAPE

Straightline Group Troy, Michigan $139M AUM 2.92% 1-Year Est. Return

Walled Lake Planning & Wealth Management Winnetka, Illinois $420M AUM 13.89% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

HF Advisory Group Annapolis, Maryland $336M AUM 14.9% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Clear Point Advisors Melville, New York $146M AUM 10.14% 1-Year Est. Return

Csenge Advisory Group Clearwater, Florida $2.53B AUM 18.15% 1-Year Est. Return

IAIM

International Assets Investment Management Orlando, Florida $1.67B AUM 22.25% 1-Year Est. Return

Socha Financial Group Corning, New York $240M AUM 22.86% 1-Year Est. Return

Santori & Peters Inc Canonsburg, Pennsylvania $372M AUM 30.83% 1-Year Est. Return

Savant Capital's CAPE Position: Q3 2026 in Review

Savant Capital opened a new position in DoubleLine Shiller CAPE US Equities ETF (CAPE) in Q3 2026: 89,314 shares worth $2.76M. The stake represents 0.01% of the portfolio and ranks #686 among its holdings.

24 funds tracked by Wall St. Rank hold CAPE as of Q3 2026.

Savant Capital held 89,314 shares of DoubleLine Shiller CAPE US Equities ETF worth $2.76M as of Q3 2026.
DoubleLine Shiller CAPE US Equities ETF was a new Savant Capital position in Q3 2026.
DoubleLine Shiller CAPE US Equities ETF made up 0.01% of Savant Capital's portfolio in Q3 2026, its #686 holding.
24 funds tracked by Wall St. Rank held DoubleLine Shiller CAPE US Equities ETF as of Q3 2026.

Based on Savant Capital's 13F filing for Q3 2026, filed 6 Nov 2026.