13F 机构持仓

CAPE DOUBLELINE ETF TRUST

SHILLER CAPE U S

持有机构数472026Q2
26Q126Q2
机构合计持股(股)4,666,6042026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

历季机构持有情况

季度持有机构机构总持股申报市值新建仓加仓减仓清仓估算净买入
2026Q2474,666,604$1.51亿 411167-$2,127.57万
2026Q1495,183,272$1.60亿 98174-$5,346.98万
付费方案可看全部 11 个季度 🔒
2026Q22026Q1 更早 9 个季度 🔒

2026Q2 买入最多

Foundations Investment Advisors, LLC加仓$506.48万
Cambridge Investment Research Advisors, Inc.加仓$73.92万
STRAIGHTLINE GROUP LLC加仓$39.51万
HF Advisory Group, LLC加仓$38.77万
UBS Group AG加仓$32.32万
Main Street Financial Solutions, LLC加仓$17.09万
BANK OF MONTREAL /CAN/加仓$14.11万
United Advisor Group, LLC加仓$7.61万
HRT FINANCIAL LP加仓$7.06万
AE Wealth Management LLC新建仓$2.23万
WELLS FARGO & COMPANY/MN新建仓$9,212
JONES FINANCIAL COMPANIES LLLP新建仓$3,506
Imprint Wealth LLC新建仓$1,168
TRANSCEND CAPITAL ADVISORS, LLC加仓$357
MORGAN STANLEY加仓$32

2026Q2 卖出最多

Evensky & Katz LLC减仓-$1,587.73万
CITADEL ADVISORS LLC减仓-$379.10万
JANE STREET GROUP, LLC清仓-$265.34万
Capital Investment Advisors, LLC减仓-$130.94万
Armor Investment Advisors, LLC清仓-$103.28万
Clear Point Advisors Inc.重新持有-$75.61万
Dana Investment Advisors, Inc.清仓-$64.60万
Santori & Peters, Inc.减仓-$63.28万
CREATIVE FINANCIAL DESIGNS INC /ADV减仓-$46.84万
Csenge Advisory Group减仓-$31.24万
CIBC WORLD MARKET INC.减仓-$22.54万
GOLDMAN SACHS GROUP INC清仓-$20.41万
WADDELL & ASSOCIATES, LLC减仓-$17.08万
Socha Financial Group, LLC减仓-$14.79万
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC减仓-$11.17万
Legacy Wealth Managment, LLC/ID清仓-$9.92万
TD Capital Management LLC清仓-$6.61万
KINGSWOOD WEALTH ADVISORS, LLC减仓-$5.84万
Root Financial Partners, LLC清仓-$3.19万
HANTZ FINANCIAL SERVICES, INC.减仓-$3.05万

2026Q2 最大持有机构

导出全部持有机构 CSV 🔒
机构持股市值占该机构组合变动股数操作
STRAIGHTLINE GROUP LLC948,387$3,076.34万14.51%12,181加仓
Foundations Investment Advisors, LLC888,523$2,882.16万0.30%156,140加仓
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC807,928$2,620.73万6.61%-3,444减仓
UBS Group AG412,233$1,337.20万0.00%9,964加仓
WADDELL & ASSOCIATES, LLC328,686$1,066.18万0.53%-5,264减仓
Santori & Peters, Inc.234,697$761.30万2.15%-19,509减仓
HF Advisory Group, LLC149,640$485.40万1.50%11,951加仓
BANK OF MONTREAL /CAN/123,579$400.86万0.00%4,349加仓
Clear Point Advisors Inc.123,241$399.76万3.54%-23,309重新持有
Main Street Financial Solutions, LLC99,549$322.91万0.21%5,269加仓
Csenge Advisory Group88,446$286.90万0.12%-9,630减仓
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC73,774$240.21万0.08%0不变
Cambridge Investment Research Advisors, Inc.73,432$238.20万0.00%22,789加仓
Socha Financial Group, LLC47,241$153.24万0.62%-4,561减仓
Southeast Asset Advisors, LLC33,516$108.72万0.11%0不变
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC28,849$93.44万0.00%-83减仓
AVAII WEALTH MANAGEMENT, LLC22,882$74.23万0.22%-475减仓
Capital Investment Advisors, LLC22,683$73.58万0.01%-40,368减仓
SUSQUEHANNA INTERNATIONAL GROUP, LLP20,719$67.21万0.00%-349减仓
Sepio Capital, LP17,321$56.19万0.03%0不变
HRT FINANCIAL LP17,122$55.50万0.00%2,178加仓
CITADEL ADVISORS LLC16,453$53.37万0.00%-116,870减仓
United Advisor Group, LLC10,777$34.96万0.04%2,346加仓
Corient Private Wealth LP8,902$28.88万0.00%0不变
AQR CAPITAL MANAGEMENT LLC8,478$27.50万0.00%0不变
Navis Wealth Advisors, LLC8,251$26.76万0.10%0不变
KINGSWOOD WEALTH ADVISORS, LLC7,900$25.63万0.01%-1,800减仓
TRANSCEND CAPITAL ADVISORS, LLC7,867$25.52万0.02%11加仓
CIBC WORLD MARKET INC.7,300$23.68万0.00%-6,950减仓
Kestra Advisory Services, LLC6,806$22.08万0.00%0不变
LPL Financial LLC6,791$22.03万0.00%-805减仓
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO3,227$10.47万0.00%0不变
FIFTH THIRD BANCORP3,122$10.13万0.00%0不变
Capital Analysts, LLC2,846$9.20万0.00%0不变
CREATIVE FINANCIAL DESIGNS INC /ADV990$3.21万0.00%-14,440减仓
HANTZ FINANCIAL SERVICES, INC.852$2.80万0.00%-929减仓
AE Wealth Management LLC689$2.23万0.00%689新建仓
Evensky & Katz LLC678$2.20万0.00%-489,308减仓
Creative Capital Management Investments LLC519$1.68万0.00%0不变
NewEdge Advisors, LLC500$1.62万0.00%0不变
HARBOUR INVESTMENTS, INC.400$1.30万0.00%0不变
WELLS FARGO & COMPANY/MN284$9,2120.00%284新建仓
MORGAN STANLEY169$5,4820.00%1加仓
OSAIC HOLDINGS, INC.139$4,5090.00%0不变
JONES FINANCIAL COMPANIES LLLP107$3,5060.00%107新建仓
Rockefeller Capital Management L.P.73$2,3990.00%0不变
Imprint Wealth LLC36$1,1680.00%36新建仓

内部人交易(Form 4)

CAPE 董事、高管和大股东的最新买卖申报。专业版可看 🔒