ETF:CAPE | ETF Holdings | DoubleLine Shiller Cape U.S. Equities ETF

CAPE ETF holdings

Weights reproduce the dated portfolio and may not sum to exactly 100% because of cash, derivatives, rounding, liabilities, or other positions. Provenance stays internal.

Snapshot fieldReported value
FundDoubleLine Shiller Cape U.S. Equities ETF
Report date2026-03-31
Reported holdings194
SEC series IDS000074771

Positions 1–100 of 194

TickerIssuerWeightValue (USD)Balance
AMZNAmazon.com, Inc.5.66943%14,781,963.2570,975 NS
TSLATesla, Inc.4.702855%12,261,80232,984 NS
METAMeta Platforms, Inc.4.546433%11,853,961.4720,719 NS
LLYEli Lilly & Co.3.436292%8,959,479.579,741 NS
JNJJohnson & Johnson2.757521%7,189,713.7229,413 NS
GOOGAlphabet, Inc.2.597217%6,771,750.4423,549 NS
WELLWelltower, Inc.2.431233%6,338,978.0232,062 NS
Prologis, Inc.Prologis, Inc.2.285169%5,958,145.6845,076 NS
GOOGLAlphabet, Inc.2.071703%5,401,573.818,830 NS
ABBVAbbVie, Inc.1.795434%4,681,254.7621,524 NS
VZVerizon Communications, Inc.1.486317%3,875,289.477,197 NS
NFLXNetflix, Inc.1.483786%3,868,691.440,236 NS
HDHome Depot, Inc. (The)1.475098%3,846,039.6611,694 NS
AT&T, Inc.AT&T, Inc.1.404786%3,662,712.56126,344 NS
MRKMerck & Co., Inc.1.402294%3,656,214.5530,395 NS
TMUST-Mobile US, Inc.1.272435%3,317,633.8815,796 NS
McDonald's Corp.McDonald's Corp.1.237767%3,227,243.3610,384 NS
EQIXEquinix, Inc.1.237279%3,225,969.843,291 NS
CMCSAComcast Corp.1.236872%3,224,908.17112,327 NS
Electronic Arts, Inc.Electronic Arts, Inc.1.186481%3,093,523.3815,174 NS
Digital Realty Trust, Inc.Digital Realty Trust, Inc.1.158335%3,020,139.3916,759 NS
UNHUnitedHealth Group, Inc.1.154774%3,010,854.9311,127 NS
TJX Cos., Inc. (The)TJX Cos., Inc. (The)1.122789%2,927,460.718,331 NS
Simon Property Group, Inc.Simon Property Group, Inc.1.104524%2,879,836.6715,439 NS
ORealty Income Corp.1.102634%2,874,909.3846,991 NS
WBDWarner Bros Discovery, Inc.1.099975%2,867,977.32104,442 NS
AMTAmerican Tower Corp.1.075932%2,805,287.916,255 NS
DISWalt Disney Co. (The)1.043272%2,720,132.7428,223 NS
TTWOTake-Two Interactive Software, Inc.0.949963%2,476,847.512,541 NS
AMGNAmgen, Inc.0.885525%2,308,839.76,562 NS
TMOThermo Fisher Scientific, Inc.0.863421%2,251,207.44,580 NS
BKNGBooking Holdings, Inc.0.857466%2,235,679.92531 NS
Public StoragePublic Storage0.851399%2,219,861.68,195 NS
ABTAbbott Laboratories0.841187%2,193,236.5421,362 NS
Lowe's Cos., Inc.Lowe's Cos., Inc.0.835264%2,177,792.769,217 NS
OMCOmnicom Group, Inc.0.824008%2,148,443.6828,528 NS
LYVLive Nation Entertainment, Inc.0.822005%2,143,223.0314,053 NS
GILDGilead Sciences, Inc.0.81073%2,113,824.7915,167 NS
CBRECBRE Group, Inc.0.788505%2,055,876.4215,177 NS
ISRGIntuitive Surgical, Inc.0.766988%1,999,774.624,338 NS
VTRVentas, Inc.0.761495%1,985,454.8424,278 NS
PFEPfizer, Inc.0.750326%1,956,333.669,670 NS
CCICrown Castle, Inc.0.701484%1,828,987.1422,494 NS
Charter Communications, Inc.Charter Communications, Inc.0.653856%1,704,804.367,897 NS
SBUXStarbucks Corp.0.642037%1,673,989.1518,685 NS
IRMIron Mountain, Inc.0.598625%1,560,801.3415,281 NS
Bristol-Myers Squibb Co.Bristol-Myers Squibb Co.0.581887%1,517,159.7525,015 NS
VICIVICI Properties, Inc.0.580085%1,512,462.5255,361 NS
DHRDanaher Corp.0.556661%1,451,3887,655 NS
EXRExtra Space Storage, Inc.0.554332%1,445,314.8611,022 NS
SYKStryker Corp.0.534478%1,393,550.194,241 NS
VRTXVertex Pharmaceuticals, Inc.0.531263%1,385,167.083,102 NS
MDTMedtronic plc0.521732%1,360,318.3515,699 NS
MCKMcKesson Corp.0.502825%1,311,020.41,515 NS
ORLYO'Reilly Automotive, Inc.0.490597%1,279,139.6713,857 NS
AvalonBay Communities, Inc.AvalonBay Communities, Inc.0.459293%1,197,518.857,331 NS
MARMarriott International, Inc.0.457743%1,193,478.433,649 NS
TKOTKO Group Holdings, Inc.0.452672%1,180,257.455,853 NS
ROSTRoss Stores, Inc.0.445422%1,161,353.435,361 NS
HLTHilton Worldwide Holdings, Inc.0.444461%1,158,848.883,811 NS
RCLRoyal Caribbean Cruises Ltd.0.440953%1,149,702.044,178 NS
GMGeneral Motors Co.0.436375%1,137,76415,272 NS
BSXBoston Scientific Corp.0.436286%1,137,53218,128 NS
CVSCVS Health Corp.0.429629%1,120,176.5415,597 NS
Fox Corp.Fox Corp.0.414732%1,081,334.418,516 NS
Equity ResidentialEquity Residential0.406582%1,060,086.317,922 NS
NKENIKE, Inc.0.39512%1,030,201.2819,504 NS
REGNRegeneron Pharmaceuticals, Inc.0.365382%952,665.121,233 NS
SBACSBA Communications Corp.0.365038%951,768.35,530 NS
DASHDoorDash, Inc.0.355722%927,476.556,177 NS
HCAHCA Healthcare, Inc.0.355024%925,657.441,956 NS
WYWeyerhaeuser Co.0.352708%919,618.4937,643 NS
AZOAutoZone, Inc.0.351081%915,378.38271 NS
TTDTrade Desk, Inc. (The)0.341885%891,399.3439,286 NS
CSGPCoStar Group, Inc.0.341697%890,908.922,085 NS
ABNBAirbnb, Inc.0.339564%885,349.087,011 NS
CICigna Group (The)0.334856%873,072.753,273 NS
News Corp.News Corp.0.319567%833,210.4633,422 NS
ESSEssex Property Trust, Inc.0.309727%807,5543,337 NS
ELVElevance Health, Inc.0.305627%796,865.52,722 NS
Kimco Realty Corp.Kimco Realty Corp.0.302245%788,045.3735,071 NS
WP Carey, Inc.WP Carey, Inc.0.296022%771,821.7211,357 NS
SUISun Communities, Inc.0.290683%757,901.326,017 NS
JLLJones Lang LaSalle, Inc.0.287593%749,844.482,464 NS
Annaly Capital Management, Inc.Annaly Capital Management, Inc.0.286541%747,102.635,324 NS
Ford Motor Co.Ford Motor Co.0.28562%744,699.2864,532 NS
CORCencora, Inc.0.284945%742,941.12,365 NS
Mid-America Apartment Communities, Inc.Mid-America Apartment Communities, Inc.0.283835%740,047.26,060 NS
INVHInvitation Homes, Inc.0.279417%728,527.4529,317 NS
CVNACarvana Co.0.277205%722,759.622,299 NS
YUMYum! Brands, Inc.0.272758%711,165.524,574 NS
Fox Corp.Fox Corp.0.268645%700,442.113,191 NS
CMGChipotle Mexican Grill, Inc.0.267418%697,241.8221,782 NS
EBAYeBay, Inc.0.257877%672,364.747,387 NS
OHIOmega Healthcare Investors, Inc.0.257359%671,015.6615,313 NS
MTCHMatch Group, Inc.0.249915%651,604.7821,218 NS
Gaming and Leisure Properties, Inc.Gaming and Leisure Properties, Inc.0.249732%651,129.7514,675 NS
Regency Centers Corp.Regency Centers Corp.0.246976%643,942.268,511 NS
ZTSZoetis, Inc.0.24614%641,762.095,429 NS
HSTHost Hotels & Resorts, Inc.0.24423%636,782.633,235 NS

Research interface only. Not investment advice. Prices are a checked-in snapshot, not live quotes.