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Shiller CAPE U.S. Equities ETF (CAPE) Institutional Ownership

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Institutional Ownership Changes (13F Filings) for Shiller CAPE U.S. Equities ETF (NYSEARCA:CAPE)

Number of
Institutional Buyers
(last 12 months)
18
Total
Institutional Inflows
(last 12 months)
$116.81M
Number of
Institutional Sellers
(last 12 months)
12
Total
Institutional Outflows
(last 12 months)
$15.22M
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CAPE Institutional Buying and Selling by Quarter

Shiller CAPE U.S. Equities ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/17/2024 Clear Point Advisors Inc.264,850$7.42M6.1%-1.1%1.897%
5/9/2024 Socha Financial Group LLC1,910,318$53.49M23.5%-0.3%13.684%
5/4/2024 Csenge Advisory Group211,928$5.93M0.3%+9.0%1.518%
5/1/2024 StoneX Group Inc.20,433$572K0.1%-60.4%0.146%
4/22/2024 HF Advisory Group LLC96,828$2.71M1.5%+0.7%0.690%
4/19/2024 Santori & Peters Inc.285,807$8.00M3.5%-0.6%2.036%
4/16/2024 Transform Wealth LLC86,165$2.41M0.2%-36.1%0.745%
4/15/2024 Kingswood Wealth Advisors LLC12,400$347K0.0%+33.3%0.107%
4/8/2024 Evensky & Katz LLC606,677$16.99M1.2%-1.6%5.248%
2/14/2024 Waddell & Associates LLC2,003,677$53.16M7.1%-12.0%17.333%
2/13/2024 Walled Lake Planning & Wealth Management LLC845,782$22.44M10.4%+1.6%7.316%
2/12/2024 StoneX Group Inc.51,621$1.37M0.2%+1.9%0.447%
2/12/2024 TD Capital Management LLC2,085$55K0.0%N/A0.018%
2/9/2024 UBS Group AG2,131,780$56.55M0.0%+610.6%18.441%
2/7/2024 Dana Investment Advisors Inc.21,548$572K0.0%+3.4%0.186%
2/5/2024 Santori & Peters Inc.287,432$7.63M3.6%-1.6%2.486%
2/5/2024 Avaii Wealth Management LLC20,470$543K0.4%+46.1%0.177%
2/5/2024 Transcend Capital Advisors LLC10,917$290K0.0%+27.7%0.094%
2/1/2024 Socha Financial Group LLC1,915,407$50.82M24.4%-1.4%16.569%
1/25/2024 International Assets Investment Management LLC81,399$2.16M0.0%-3.0%0.704%
1/24/2024 International Assets Investment Management LLC2,159,475$57.29M0.0%+2,472.5%18.681%
1/16/2024 Kingswood Wealth Advisors LLC9,300$247K0.0%N/A0.080%
1/5/2024 Capital Investment Advisors LLC71,519$1.90M0.0%+27.0%0.619%
11/15/2023 Dana Investment Advisors Inc.20,840$493K0.0%+20.8%0.180%
11/13/2023 Kayne Anderson Rudnick Investment Management LLC146,833$3.48M0.0%-4.1%1.270%
11/9/2023 UBS Group AG300,012$7.10M0.0%+67.2%2.595%
11/7/2023 Waddell & Associates LLC2,276,608$53.89M7.9%+1.0%19.694%
11/4/2023 Santori & Peters Inc.292,188$6.92M3.7%+3.4%2.528%
11/1/2023 Csenge Advisory Group196,005$4.64M0.3%+0.4%1.696%
10/31/2023 HF Advisory Group LLC96,361$2.28M1.7%-0.5%0.834%
10/31/2023 Socha Financial Group LLC1,941,707$45.96M22.1%+2.2%16.797%
10/30/2023 Arete Wealth Advisors LLC8,997$213K0.0%-70.5%0.078%
10/24/2023 Avaii Wealth Management LLC14,010$332K0.2%+34.1%0.121%
10/16/2023 Capital Investment Advisors LLC56,334$1.33M0.0%+17.9%0.487%
10/11/2023 Transform Wealth LLC56,741$1.34M0.1%-53.3%0.491%
10/10/2023 International Assets Investment Management LLC83,944$1.98M0.2%-2.4%0.726%
10/10/2023 Evensky & Katz LLC620,360$14.68M1.3%-1.2%5.366%
10/4/2023 International Assets Investment Management LLC83,944$1.98M0.2%-2.4%0.726%
8/11/2023 Kayne Anderson Rudnick Investment Management LLC153,105$3.74M0.0%-3.3%1.324%
8/2/2023 Bank of Montreal Can48,345$1.19M0.0%N/A0.444%
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7/31/2023 Socha Financial Group LLC1,900,799$46.55M24.5%+8.8%17.471%
7/26/2023 Santori & Peters Inc.282,504$6.92M3.5%+1.6%2.597%
7/24/2023 Evensky & Katz LLC627,640$15.37M1.2%-5.4%5.769%
7/20/2023 HF Advisory Group LLC96,885$2.37M1.9%-24.7%0.890%
7/20/2023 Csenge Advisory Group195,215$4.78M0.3%-0.4%1.794%
7/19/2023Golden State Equity Partners12,632$309K0.1%N/A0.116%
7/14/2023 Transform Wealth LLC121,466$2.98M0.3%-0.8%1.116%
7/11/2023 Capital Investment Advisors LLC47,763$1.17M0.0%+8.3%0.439%
5/22/2023 Arete Wealth Advisors LLC35,832$812K0.1%N/A0.329%
5/12/2023 Walled Lake Planning & Wealth Management LLC826,747$18.74M9.8%N/A7.712%
5/1/2023 Csenge Advisory Group196,073$4.45M0.3%-3.0%1.829%
5/1/2023 Arete Wealth Advisors LLC35,832$812.28B0.1%N/A0.334%
4/26/2023 Socha Financial Group LLC1,747,421$39.61M25.6%+1.8%16.301%
4/20/2023 Evensky & Katz LLC663,815$15.05M1.2%-16.3%6.192%
4/19/2023 HF Advisory Group LLC128,729$2.92M2.6%+11.6%1.201%
4/19/2023 International Assets Investment Management LLC86,009$1.95M0.3%-35.9%0.802%
4/19/2023 Santori & Peters Inc.278,192$6.31M3.4%+32.2%2.595%
4/14/2023 Transform Wealth LLC122,453$2.78M0.3%-52.8%1.142%
4/10/2023 Avaii Wealth Management LLC10,251$232K0.2%N/A0.096%
4/10/2023 Capital Investment Advisors LLC44,121$1M0.0%+12.6%0.412%
3/20/2023 Socha Financial Group LLC1,716,817$36.07M25.6%+6.3%16.015%
2/10/2023 Waddell & Associates LLC2,257,880$47.44M7.9%N/A21.879%
2/9/2023 Southeast Asset Advisors Inc.33,597$706K0.1%N/A0.326%
2/8/2023 UBS Group AG225,527$4.74M0.0%N/A2.185%
2/8/2023 Capital Analysts LLC3,486$73K0.0%N/A0.034%
2/7/2023 HF Advisory Group LLC115,298$2.42M2.4%N/A1.117%
2/7/2023 Envestnet Asset Management Inc.66,004$1.39M0.0%N/A0.640%
2/6/2023 Arete Wealth Advisors LLC36,134$759.16B0.1%N/A0.350%
2/1/2023 Bank of Montreal Can47,144$1.01M0.0%N/A0.457%
1/31/2023 Kestra Advisory Services LLC218,740$4.60M0.0%N/A2.120%
1/30/2023 International Assets Investment Management LLC134,235$2.82M0.2%N/A1.301%
1/26/2023 Santori & Peters Inc.210,421$4.42M2.6%N/A2.039%
1/13/2023 Transform Wealth LLC259,548$5.45M0.6%N/A2.638%
1/12/2023 Evensky & Katz LLC793,186$16.67M1.5%N/A8.061%
1/5/2023 Capital Investment Advisors LLC39,171$823K0.0%N/A0.398%
7/13/2022 Santori & Peters Inc.237,063$4.43M2.9%+57.5%9.716%
7/6/2022 Capital Investment Advisors LLC69,364$1.30M0.0%+16.7%2.990%
5/18/2022 Financial Enhancement Group LLC32,544$725K0.1%-4.0%0.154%
5/12/2022 Dana Investment Advisors Inc.15,508$352K0.0%+12.7%0.074%
5/12/2022 Private Advisor Group LLC383,259$8.54M0.1%-12.7%1.818%
5/12/2022 Cetera Advisor Networks LLC88,866$1.98M0.0%+11.9%0.422%
5/12/2022 Cetera Advisors LLC24,362$543K0.0%+19.5%0.116%
5/12/2022 Cambridge Investment Research Advisors Inc.899,743$20.06M0.1%+5.9%4.268%
5/11/2022 Argent Trust Co259,646$5.79M0.4%+13.8%1.232%
5/11/2022 Heritage Trust Co595,875$13.28M1.9%-1.2%2.827%
5/10/2022 Western Wealth Management LLC86,400$1.93M0.1%+100.0%0.410%
5/6/2022 Arete Wealth Advisors LLC26,245$585K0.0%+16.9%0.125%
5/5/2022 Bridgewater Advisors Inc.497,127$11.08M2.7%-1.9%2.358%
5/4/2022 Advisor Group Holdings Inc.192,182$4.28M0.0%-11.4%0.912%
5/4/2022Commonwealth Equity Services LLC383,733$8.55M0.0%+13.2%1.820%
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5/4/2022 Envestnet Asset Management Inc.56,540$1.26M0.0%+2.2%0.268%
5/4/2022Foresight Wealth Management LLC9,970$222K0.0%N/A0.047%
5/3/2022 Future Financial Wealth Managment LLC64,366$1.44M1.2%-8.9%0.305%
5/3/2022 International Assets Investment Management LLC140,245$3.03M0.5%+3.5%0.665%
5/2/2022 TMD Wealth Management LLC26,791$597K0.2%-95.6%0.127%
4/29/2022 Accel Wealth Management160,920$3.57M1.8%-1.0%0.763%
4/28/2022 Evensky & Katz LLC72,930$1.63M0.2%-38.9%0.346%
4/28/2022 Santori & Peters Inc.150,485$3.35M1.9%-3.1%0.714%
4/26/2022 Stratos Wealth Advisors LLC11,965$267K0.0%-65.1%0.057%
4/25/2022 Transform Wealth LLC42,934$957K0.1%+2.6%0.204%
(Data available from 1/1/2016 forward)

CAPE Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of CAPE shares?

During the previous two years, 27 institutional investors and hedge funds held shares of Shiller CAPE U.S. Equities ETF. The most heavily invested institutionals were UBS Group AG ($56.55M), Socha Financial Group LLC ($53.49M), Waddell & Associates LLC ($53.16M), Walled Lake Planning & Wealth Management LLC ($22.44M), Evensky & Katz LLC ($16.99M), Santori & Peters Inc. ($8.00M), and Clear Point Advisors Inc. ($7.42M).Learn more on CAPE's institutional investors.

Which institutional investors have been buying Shiller CAPE U.S. Equities ETF stock?

Of the 24 institutional investors that purchased Shiller CAPE U.S. Equities ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Waddell & Associates LLC ($2.28M), International Assets Investment Management LLC ($2.21M), UBS Group AG ($2.18M), Walled Lake Planning & Wealth Management LLC ($840.21K), Evensky & Katz LLC ($793.19K), Santori & Peters Inc. ($378.77K), and Socha Financial Group LLC ($326.78K).

How much institutional buying is happening at Shiller CAPE U.S. Equities ETF?

Institutional investors have bought a total of 10,075,180 shares in the last 24 months. This purchase volume represents approximately $236.69M in transactions.

Which Shiller CAPE U.S. Equities ETF major shareholders have been selling company stock?

Of the 13 institutional investors that sold Shiller CAPE U.S. Equities ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Waddell & Associates LLC ($272.93K), Transform Wealth LLC ($251.39K), Evensky & Katz LLC ($182.72K), International Assets Investment Management LLC ($54.90K), HF Advisory Group LLC ($32.37K), Socha Financial Group LLC ($31.39K), and StoneX Group Inc. ($31.19K).

How much institutional selling is happening at Shiller CAPE U.S. Equities ETF?

Institutional investors have sold a total of 907,404 shares in the last 24 months. This volume of shares sold represents approximately $22.52M in transactions.


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This page (NYSEARCA:CAPE) was last updated on 5/18/2024 by MarketBeat.com Staff

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