TRANSCEND CAPITAL ADVISORS, LLC
Position in CAPE — DoubleLine Shiller CAPE U.S. Equities ETF
CIK 1776082
MADISON, NJ
Position in CAPE
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$255,189
+$12,808 QoQ
Shares Held
7,867
+0.1% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#18
of 33 holders
Holding Since
Sep 2023
12 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
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $255,189 | 7,867 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $242,381 | 7,856 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $253,246 | 7,856 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $256,600 | 7,876 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $243,696 | 7,661 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $232,453 | 7,649 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $245,909 | 8,206 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $397,837 | 13,445 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $378,474 | 13,653 | Shares | Sole | 2024-07-02 | |
| 2024-03-31 | $349,972 | 12,499 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $289,628 | 10,917 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $202,331 | 8,548 | Shares | Sole | 2023-10-31 | |
| No filing history on record for this holder in this stock. | ||||||