Capital Investment Advisors, LLC
Position in CAPE — DoubleLine Shiller CAPE U.S. Equities ETF
CIK 1582732
ATLANTA, GA
Position in CAPE
as of Mar 31, 2026
· filed Apr 17, 2026
Position Value
$1,945,312
-$573,512 QoQ
Shares Held
63,051
-19.3% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
14 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CAPE Over Time
Shares Held
Position Value (USD)
All Filings in CAPE
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,945,312 | 63,051 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $2,518,824 | 78,137 | Shares | Sole | 2026-01-13 | |
| 2025-09-30 | $2,890,367 | 88,716 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $2,977,479 | 93,602 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $2,565,159 | 84,408 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $2,751,629 | 91,822 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $2,603,979 | 88,002 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $2,480,585 | 89,484 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $2,635,696 | 94,132 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $1,897,399 | 71,519 | Shares | Sole | 2024-01-05 | |
| 2023-09-30 | $1,333,425 | 56,334 | Shares | Sole | 2023-10-16 | |
| 2023-06-30 | $1,169,715 | 47,763 | Shares | Sole | 2023-07-11 | |
| 2023-03-31 | $1,000,223 | 44,121 | Shares | Sole | 2023-04-10 | |
| 2022-12-31 | $822,982 | 39,171 | Shares | Sole | 2023-01-05 | |
| No filing history on record for this holder in this stock. | ||||||