LPL Financial LLC
Position in CAPE — DoubleLine Shiller CAPE U.S. Equities ETF
CIK 1403438
FORT MILL, SC
Position in CAPE
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$234,359
-$69,497 QoQ
Shares Held
7,596
-19.4% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CAPE Over Time
Shares Held
Position Value (USD)
All Filings in CAPE
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $234,359 | 7,596 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $303,856 | 9,426 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $318,013 | 9,761 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $261,382 | 8,217 | Shares | Sole | 2025-08-12 | |
| No filing history on record for this holder in this stock. | ||||||