| 5/16/2025 | Arete Wealth Advisors LLC | 7,913 | $240K | 0.0% | -19.4% | 0.081% | |
| 5/16/2025 | Legacy Wealth Managment LLC ID | 4,271 | $130K | 0.1% | N/A | 0.044% | |
| 5/14/2025 | Capital Analysts LLC | 2,846 | $86K | 0.0% | -14.9% | 0.029% | |
| 5/13/2025 | Evensky & Katz LLC | 555,300 | $16.88M | 1.1% | -4.2% | 5.598% | |
| 5/8/2025 | Walled Lake Planning & Wealth Management LLC | 867,953 | $26.38M | 9.4% | +0.2% | 8.750% | |
| 5/7/2025 | Foundations Investment Advisors LLC | 285,712 | $8.68M | 0.2% | +2.3% | 2.880% | |
| 5/7/2025 | Waddell & Associates LLC | 1,982,264 | $60.24M | 7.3% | +0.7% | 19.983% | |
| 5/5/2025 | Csenge Advisory Group | 106,400 | $3.09M | 0.2% | -50.6% | 1.073% | |
| 5/2/2025 | Armor Investment Advisors LLC | 15,709 | $477K | 0.2% | +3.7% | 0.158% | |
| 4/25/2025 | Socha Financial Group LLC | 113,347 | $3.45M | 1.7% | -50.4% | 1.143% | |
Get the Latest News and Ratings for CAPE and Related Stocks Enter your email address below to receive the latest news and analysts' ratings for Shiller CAPE U.S. Equities ETF and its competitors with MarketBeat's FREE daily newsletter. |
| 4/24/2025 | Transcend Capital Advisors LLC | 7,649 | $232K | 0.0% | -6.8% | 0.077% | |
| 4/24/2025 | Santori & Peters Inc. | 257,690 | $7.83M | 3.2% | -3.9% | 2.598% | |
| 4/23/2025 | International Assets Investment Management LLC | 79,139 | $2.41M | 0.1% | -2.5% | 0.798% | |
| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 122,814 | $3.73M | 0.0% | +2.1% | 1.238% | |
| 4/21/2025 | Clear Point Advisors Inc. | 167,108 | $5.08M | 4.6% | -19.7% | 1.685% | |
| 4/21/2025 | Kingswood Wealth Advisors LLC | 65,800 | $2.00M | 0.1% | +125.3% | 0.663% | |
| 4/14/2025 | Capital Investment Advisors LLC | 84,408 | $2.57M | 0.1% | -8.1% | 0.851% | |
| 4/10/2025 | HF Advisory Group LLC | 113,913 | $3.46M | 1.5% | +4.8% | 1.148% | |
| 2/18/2025 | Pettinga Financial Advisors LLC | 16,300 | $488K | 0.1% | N/A | 0.117% | |
| 2/17/2025 | Evensky & Katz LLC | 579,390 | $17.36M | 1.1% | -2.0% | 4.150% | |
| 2/17/2025 | Citadel Advisors LLC | 100,649 | $3.02M | 0.0% | +368.1% | 0.721% | |
| 2/14/2025 | Comerica Bank | 16,417 | $492K | 0.0% | +7.9% | 0.118% | |
| 2/13/2025 | Waddell & Associates LLC | 1,969,289 | $59.01M | 6.0% | -0.2% | 14.107% | |
| 2/13/2025 | Straightline Group LLC | 1,009,918 | $30.26M | 19.8% | N/A | 7.234% | |
| 2/13/2025 | Bank of Montreal Can | 95,480 | $2.86M | 0.0% | -1.3% | 0.684% | |
| 2/12/2025 | Arete Wealth Advisors LLC | 9,817 | $294K | 0.0% | -14.6% | 0.070% | |
| 2/12/2025 | Walled Lake Planning & Wealth Management LLC | 866,211 | $25.96M | 9.7% | +1.5% | 6.205% | |
| 2/10/2025 | Creative Financial Designs Inc. ADV | 1,250 | $37K | 0.0% | +150.0% | 0.009% | |
| 2/6/2025 | Dana Investment Advisors Inc. | 22,814 | $684K | 0.0% | +10.0% | 0.163% | |
| 2/3/2025 | Transcend Capital Advisors LLC | 8,206 | $246K | 0.0% | -39.0% | 0.059% | |
| 2/3/2025 | Clear Point Advisors Inc. | 208,015 | $6.23M | 5.3% | -4.2% | 1.490% | |
| 1/30/2025 | Csenge Advisory Group | 215,569 | $6.46M | 0.4% | -0.3% | 1.544% | |
| 1/28/2025 | Santori & Peters Inc. | 268,043 | $8.03M | 3.1% | +1.2% | 1.920% | |
| 1/28/2025 | Socha Financial Group LLC | 228,325 | $6.84M | 3.2% | -87.7% | 1.636% | |
| 1/22/2025 | Foundations Investment Advisors LLC | 279,300 | $8.37M | 0.2% | +99.1% | 2.001% | |
| 1/22/2025 | Kingswood Wealth Advisors LLC | 29,200 | $875K | 0.1% | +122.9% | 0.209% | |
| 1/15/2025 | HF Advisory Group LLC | 108,698 | $3.26M | 1.5% | +3.0% | 0.779% | |
| 1/13/2025 | Capital Investment Advisors LLC | 91,822 | $2.75M | 0.1% | +4.3% | 0.658% | |
| 1/8/2025 | International Assets Investment Management LLC | 81,199 | $2.42M | 0.1% | -96.6% | 0.582% | |
| 11/18/2024 | Arete Wealth Advisors LLC | 11,498 | $339K | 0.0% | -48.5% | 0.082% | |
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| 11/13/2024 | Bank of Montreal Can | 96,765 | $2.86M | 0.0% | +1.8% | 0.693% | |
| 11/12/2024 | Waddell & Associates LLC | 1,973,909 | $58.41M | 7.1% | +1.1% | 14.140% | |
| 11/6/2024 | Main Street Financial Solutions LLC | 101,061 | $2.99M | 0.3% | +35.6% | 0.724% | |
| 10/31/2024 | Socha Financial Group LLC | 1,851,841 | $54.80M | 23.8% | -0.4% | 13.265% | |
| 10/30/2024 | Armor Investment Advisors LLC | 15,008 | $444K | 0.2% | +18.9% | 0.108% | |
| 10/30/2024 | HF Advisory Group LLC | 105,481 | $3.12M | 1.5% | +1.5% | 0.756% | |
| 10/23/2024 | Santori & Peters Inc. | 264,802 | $7.84M | 3.1% | -5.2% | 1.897% | |
| 10/22/2024 | International Assets Investment Management LLC | 2,402,678 | $71.10M | 0.0% | +2,859.0% | 17.211% | |
| 10/21/2024 | Foundations Investment Advisors LLC | 140,309 | $4.15M | 0.1% | +172.2% | 1.005% | |
| 10/19/2024 | OLD National Bancorp IN | 20,984 | $621K | 0.0% | N/A | 0.150% | |
| 10/18/2024 | Capital Investment Advisors LLC | 88,002 | $2.60M | 0.1% | -1.7% | 0.630% | |
| 10/16/2024 | Avaii Wealth Management LLC | 24,056 | $712K | 0.4% | +2.9% | 0.172% | |
| 10/8/2024 | Evensky & Katz LLC | 591,164 | $17.49M | 1.1% | -0.4% | 4.235% | |
| 8/27/2024 | Dana Investment Advisors Inc. | 20,146 | $558K | 0.0% | -4.2% | 0.144% | |
| 8/14/2024 | Clear Point Advisors Inc. | 219,122 | $6.07M | 5.0% | -17.3% | 1.570% | |
| 8/14/2024 | Bank of Montreal Can | 95,011 | $2.64M | 0.0% | +4.7% | 0.681% | |
| 8/13/2024 | Kayne Anderson Rudnick Investment Management LLC | 49,489 | $1.37M | 0.0% | -14.3% | 0.355% | |
| 8/8/2024 | Main Street Financial Solutions LLC | 74,515 | $2.07M | 0.2% | N/A | 0.534% | |
| 8/6/2024 | Waddell & Associates LLC | 1,952,955 | $54.14M | 7.1% | -0.1% | 13.990% | |
| 8/2/2024 | Foundations Investment Advisors LLC | 51,554 | $1.43M | 0.0% | N/A | 0.369% | |
| 7/26/2024 | Evensky & Katz LLC | 593,745 | $16.46M | 1.1% | -2.1% | 4.253% | |
| 7/12/2024 | Capital Investment Advisors LLC | 89,484 | $2.48M | 0.1% | -4.9% | 0.641% | |
| 7/10/2024 | Csenge Advisory Group | 216,162 | $5.99M | 0.3% | +2.0% | 1.548% | |
| 7/2/2024 | Transcend Capital Advisors LLC | 13,653 | $378K | 0.0% | +9.2% | 0.098% | |
| 5/17/2024 | Clear Point Advisors Inc. | 264,850 | $7.42M | 6.1% | -1.1% | 1.897% | |
| 5/9/2024 | Socha Financial Group LLC | 1,910,318 | $53.49M | 23.5% | -0.3% | 13.684% | |
| 5/4/2024 | Csenge Advisory Group | 211,928 | $5.93M | 0.3% | +9.0% | 1.518% | |
| 5/1/2024 | StoneX Group Inc. | 20,433 | $572K | 0.1% | -60.4% | 0.146% | |
| 4/22/2024 | HF Advisory Group LLC | 96,828 | $2.71M | 1.5% | +0.7% | 0.690% | |
| 4/19/2024 | Santori & Peters Inc. | 285,807 | $8.00M | 3.5% | -0.6% | 2.036% | |
| 4/16/2024 | Transform Wealth LLC | 86,165 | $2.41M | 0.2% | -36.1% | 0.745% | |
| 4/15/2024 | Kingswood Wealth Advisors LLC | 12,400 | $347K | 0.0% | +33.3% | 0.107% | |
| 4/8/2024 | Evensky & Katz LLC | 606,677 | $16.99M | 1.2% | -1.6% | 5.248% | |
| 2/14/2024 | Waddell & Associates LLC | 2,003,677 | $53.16M | 7.1% | -12.0% | 17.333% | |
| 2/13/2024 | Walled Lake Planning & Wealth Management LLC | 845,782 | $22.44M | 10.4% | +1.6% | 7.316% | |
| 2/12/2024 | StoneX Group Inc. | 51,621 | $1.37M | 0.2% | +1.9% | 0.447% | |
| 2/12/2024 | TD Capital Management LLC | 2,085 | $55K | 0.0% | N/A | 0.018% | |
| 2/9/2024 | UBS Group AG | 2,131,780 | $56.55M | 0.0% | +610.6% | 18.441% | |
| 2/7/2024 | Dana Investment Advisors Inc. | 21,548 | $572K | 0.0% | +3.4% | 0.186% | |
| 2/5/2024 | Santori & Peters Inc. | 287,432 | $7.63M | 3.6% | -1.6% | 2.486% | |
| 2/5/2024 | Avaii Wealth Management LLC | 20,470 | $543K | 0.4% | +46.1% | 0.177% | |
| 2/5/2024 | Transcend Capital Advisors LLC | 10,917 | $290K | 0.0% | +27.7% | 0.094% | |
| 2/1/2024 | Socha Financial Group LLC | 1,915,407 | $50.82M | 24.4% | -1.4% | 16.569% | |
| 1/25/2024 | International Assets Investment Management LLC | 81,399 | $2.16M | 0.0% | -3.0% | 0.704% | |
| 1/24/2024 | International Assets Investment Management LLC | 2,159,475 | $57.29M | 0.0% | +2,472.5% | 18.681% | |
| 1/16/2024 | Kingswood Wealth Advisors LLC | 9,300 | $247K | 0.0% | N/A | 0.080% | |
| 1/5/2024 | Capital Investment Advisors LLC | 71,519 | $1.90M | 0.0% | +27.0% | 0.619% | |
| 11/15/2023 | Dana Investment Advisors Inc. | 20,840 | $493K | 0.0% | +20.8% | 0.180% | |
| 11/13/2023 | Kayne Anderson Rudnick Investment Management LLC | 146,833 | $3.48M | 0.0% | -4.1% | 1.270% | |
| 11/9/2023 | UBS Group AG | 300,012 | $7.10M | 0.0% | +67.2% | 2.595% | |
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| 11/7/2023 | Waddell & Associates LLC | 2,276,608 | $53.89M | 7.9% | +1.0% | 19.694% | |
| 11/4/2023 | Santori & Peters Inc. | 292,188 | $6.92M | 3.7% | +3.4% | 2.528% | |
| 11/1/2023 | Csenge Advisory Group | 196,005 | $4.64M | 0.3% | +0.4% | 1.696% | |
| 10/31/2023 | HF Advisory Group LLC | 96,361 | $2.28M | 1.7% | -0.5% | 0.834% | |
| 10/31/2023 | Socha Financial Group LLC | 1,941,707 | $45.96M | 22.1% | +2.2% | 16.797% | |
| 10/30/2023 | Arete Wealth Advisors LLC | 8,997 | $213K | 0.0% | -70.5% | 0.078% | |
| 10/24/2023 | Avaii Wealth Management LLC | 14,010 | $332K | 0.2% | +34.1% | 0.121% | |
| 10/16/2023 | Capital Investment Advisors LLC | 56,334 | $1.33M | 0.0% | +17.9% | 0.487% | |
| 10/11/2023 | Transform Wealth LLC | 56,741 | $1.34M | 0.1% | -53.3% | 0.491% | |
| 10/10/2023 | International Assets Investment Management LLC | 83,944 | $1.98M | 0.2% | -2.4% | 0.726% | |
