Capital Analysts, LLC
Position in CAPE — DoubleLine Shiller CAPE U.S. Equities ETF
CIK 1624758
FORT WASHINGTON, PA
Position in CAPE
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$92,318
+$4,511 QoQ
Shares Held
2,846
0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#23
of 33 holders
Holding Since
Jun 2022
17 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
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $92,318 | 2,846 | Shares | Defined | 2026-08-05 | |
| 2026-03-31 | $87,807 | 2,846 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $91,743 | 2,846 | Shares | Defined | 2026-05-15 | |
| 2025-09-30 | $92,722 | 2,846 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $90,531 | 2,846 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $86,489 | 2,846 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $100,269 | 3,346 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $103,150 | 3,486 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $96,635 | 3,486 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $97,608 | 3,486 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $92,483 | 3,486 | Shares | Defined | 2024-01-30 | |
| 2023-09-30 | $82,513 | 3,486 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $85,372 | 3,486 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $79,027 | 3,486 | Shares | Defined | 2023-05-05 | |
| 2022-12-31 | $73,240 | 3,486 | Shares | Defined | 2023-02-08 | |
| 2022-09-30 | $52,500 | 2,625 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $54,573 | 2,625 | Shares | Defined | 2022-08-12 | |
| No filing history on record for this holder in this stock. | ||||||