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 🔒

2026Q1 买入最多

Foundations Investment Advisors, LLC加仓$494.98万
CITADEL ADVISORS LLC加仓$325.27万
JANE STREET GROUP, LLC新建仓$265.34万
UBS Group AG加仓$106.03万
SUSQUEHANNA INTERNATIONAL GROUP, LLP新建仓$65.00万
HRT FINANCIAL LP新建仓$46.10万
HF Advisory Group, LLC加仓$31.89万
AQR CAPITAL MANAGEMENT LLC新建仓$26.16万
Navis Wealth Advisors, LLC新建仓$25.46万
GOLDMAN SACHS GROUP INC新建仓$20.41万
FIFTH THIRD BANCORP新建仓$9.63万
HANTZ FINANCIAL SERVICES, INC.新建仓$5.50万
Santori & Peters, Inc.加仓$4.29万
Cambridge Investment Research Advisors, Inc.加仓$3.66万
United Advisor Group, LLC加仓$3.24万
Root Financial Partners, LLC新建仓$3.19万
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO加仓$2.08万

2026Q1 卖出最多

WADDELL & ASSOCIATES, LLC减仓-$5,440.58万
Armor Investment Advisors, LLC减仓-$582.95万
STRAIGHTLINE GROUP LLC减仓-$260.87万
Evensky & Katz LLC减仓-$113.07万
Main Street Financial Solutions, LLC减仓-$98.94万
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC减仓-$93.76万
Capital Investment Advisors, LLC减仓-$46.54万
CIBC WORLD MARKET INC.减仓-$40.41万
Corient Private Wealth LP减仓-$27.47万
KINGSWOOD WEALTH ADVISORS, LLC减仓-$26.07万
Socha Financial Group, LLC减仓-$24.15万
Csenge Advisory Group减仓-$19.74万
LPL Financial LLC减仓-$5.65万
Spire Wealth Management清仓-$1.61万
Estate Planners Group, LLC清仓-$6,717
BANK OF MONTREAL /CAN/减仓-$5,245
AVAII WEALTH MANAGEMENT, LLC减仓-$5,122
ROYAL BANK OF CANADA清仓-$5,000
ASSETMARK, INC清仓-$4,674
CREATIVE FINANCIAL DESIGNS INC /ADV减仓-$4,628

2026Q1 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 LLC936,206$2,888.48万14.36%-84,553减仓
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC811,372$2,503.33万7.36%-30,389减仓
Foundations Investment Advisors, LLC732,383$2,259.62万0.28%160,433加仓
Evensky & Katz LLC489,986$1,511.80万0.86%-36,648减仓
UBS Group AG402,269$1,241.12万0.00%34,366加仓
WADDELL & ASSOCIATES, LLC333,950$1,030.34万0.58%-1,763,388减仓
Santori & Peters, Inc.254,206$784.30万2.44%1,389加仓
HF Advisory Group, LLC137,689$424.81万1.45%10,336加仓
CITADEL ADVISORS LLC133,323$411.34万0.00%105,426加仓
BANK OF MONTREAL /CAN/119,230$367.86万0.00%-170减仓
Csenge Advisory Group98,076$302.59万0.14%-6,399减仓
Main Street Financial Solutions, LLC94,280$290.88万0.21%-32,067减仓
JANE STREET GROUP, LLC86,000$265.34万0.00%86,000新建仓
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC73,774$228.62万0.05%0不变
Capital Investment Advisors, LLC63,051$194.53万0.03%-15,086减仓
Socha Financial Group, LLC51,802$159.82万0.81%-7,826减仓
Cambridge Investment Research Advisors, Inc.50,643$156.20万0.00%1,188加仓
Southeast Asset Advisors, LLC33,516$103.41万0.11%-81减仓
Armor Investment Advisors, LLC33,476$103.28万0.37%-188,943减仓
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC28,932$89.36万0.00%0不变
AVAII WEALTH MANAGEMENT, LLC23,357$72.06万0.25%-166减仓
SUSQUEHANNA INTERNATIONAL GROUP, LLP21,068$65.00万0.00%21,068新建仓
Dana Investment Advisors, Inc.20,938$64.60万0.02%0不变
Sepio Capital, LP17,321$53.44万0.03%0不变
CREATIVE FINANCIAL DESIGNS INC /ADV15,430$47.61万0.03%-150减仓
HRT FINANCIAL LP14,944$46.10万0.00%14,944新建仓
CIBC WORLD MARKET INC.14,250$43.96万0.00%-13,100减仓
KINGSWOOD WEALTH ADVISORS, LLC9,700$29.93万0.01%-8,450减仓
Corient Private Wealth LP8,902$27.47万0.00%-8,902减仓
AQR CAPITAL MANAGEMENT LLC8,478$26.16万0.00%8,478新建仓
United Advisor Group, LLC8,431$26.01万0.03%1,050加仓
Navis Wealth Advisors, LLC8,251$25.46万0.13%8,251新建仓
TRANSCEND CAPITAL ADVISORS, LLC7,856$24.24万0.02%0不变
LPL Financial LLC7,596$23.43万0.00%-1,830减仓
Kestra Advisory Services, LLC6,806$21.00万0.00%0不变
GOLDMAN SACHS GROUP INC6,614$20.41万0.00%6,614新建仓
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO3,227$9.96万0.00%673加仓
Legacy Wealth Managment, LLC/ID3,215$9.92万0.05%0不变
FIFTH THIRD BANCORP3,122$9.63万0.00%3,122新建仓
Capital Analysts, LLC2,846$8.80万0.00%0不变
TD Capital Management LLC2,142$6.61万0.01%0不变
HANTZ FINANCIAL SERVICES, INC.1,781$5.50万0.00%1,781新建仓
Root Financial Partners, LLC1,034$3.19万0.00%1,034新建仓
Creative Capital Management Investments LLC519$1.60万0.00%0不变
NewEdge Advisors, LLC500$1.54万0.00%0不变
HARBOUR INVESTMENTS, INC.400$1.23万0.00%0不变
MORGAN STANLEY168$5,2030.00%0不变
OSAIC HOLDINGS, INC.139$4,2890.00%0不变
Rockefeller Capital Management L.P.73$2,2760.00%0不变

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