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

TD 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	$66.1K	Hold	2,142	–	–	0.01%	211
2025 Q4	$69.1K	Buy	2,142 +17	+0.8%	+$545	0.01%	202
2025 Q3	$69.2K	Buy	2,125 +7	+0.3%	+$225	0.01%	192
2025 Q2	$67.4K	Buy	2,118 +6	+0.3%	+$182	0.01%	194
2025 Q1	$64.2K	Hold	2,112	–	–	0.01%	176
2024 Q4	$63.3K	Buy	2,112 +15	+0.7%	+$458	0.01%	174
2024 Q3	$62.1K	Buy	2,097 +6	+0.3%	+$171	0.01%	176
2024 Q2	$58K	Buy	2,091 +6	+0.3%	+$163	0.01%	172
2024 Q1	$58.4K	Hold	2,085	–	–	0.01%	172
2023 Q4	$55.3K	Buy	+2,085	New	+$51.3K	0.01%	170

Other funds holding CAPE

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

Evensky & Katz Coral Gables, Florida $1.76B AUM 18.21% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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 Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

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

TD Capital Management held its DoubleLine Shiller CAPE US Equities ETF (CAPE) position steady in Q1 2026 at 2,142 shares worth $66.1K. The position accounts for 0.01% of the portfolio, ranked #211.

TD Capital Management first reported a position in CAPE in Q4 2023 and has held it in 10 quarters since. The position peaked at $69.2K in Q3 2025. 48 funds tracked by Wall St. Rank hold CAPE as of Q1 2026.

TD Capital Management held 2,142 shares of DoubleLine Shiller CAPE US Equities ETF worth $66.1K as of Q1 2026.
TD 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 TD Capital Management's portfolio in Q1 2026, its #211 holding.
TD Capital Management first reported a position in DoubleLine Shiller CAPE US Equities ETF in Q4 2023 and has held it in 10 quarters since.
TD Capital Management's DoubleLine Shiller CAPE US Equities ETF position peaked at $69.2K in Q3 2025.
48 funds tracked by Wall St. Rank held DoubleLine Shiller CAPE US Equities ETF as of Q1 2026.

Based on TD Capital Management's 13F filing for Q1 2026, filed 11 May 2026.