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

Shiller CAPE U.S. Equities ETF logo
$32.97 0.00 (0.00%)
As of 07/2/2026 04:10 PM Eastern
Compare

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

Current
Institutional Ownership
Percentage
25.05%
Number of
Institutional Buyers
(last 12 months)
22
Total
Institutional Inflows
(last 12 months)
$27.85M
Number of
Institutional Sellers
(last 12 months)
18
Total
Institutional Outflows
(last 12 months)
$14.64M
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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
5/1/2026Fifth Third Bancorp3,122$96K0.0%N/A0.038%
5/1/2026Walled Lake Planning & Wealth Management LLC811,372$25.03M7.4%-3.6%9.799%
4/29/2026Armor Investment Advisors LLC33,476$1.03M0.4%-84.9%0.404%
4/24/2026Root Financial Partners LLC1,034$32K0.0%N/A0.012%
4/21/2026HF Advisory Group LLC137,689$4.25M1.4%+8.1%1.663%
2/18/2026Main Street Financial Solutions LLC126,347$4.07M0.3%+14.0%1.229%
2/12/2026Walled Lake Planning & Wealth Management LLC841,761$27.14M8.6%+0.6%8.188%
2/12/2026Bank of Montreal Can119,400$3.85M0.0%+17.5%1.161%
2/11/2026Waddell & Associates LLC2,097,338$67.61M4.6%+2.1%20.402%
2/11/2026LPL Financial LLC9,426$304K0.0%-3.4%0.092%
2/10/2026Clear Point Advisors Inc.146,550$4.72M3.7%-6.9%1.426%
2/10/2026Straightline Group LLC1,020,759$33.62M18.5%+0.7%9.930%
2/10/2026Northwestern Mutual Wealth Management Co.2,554$82K0.0%+81.4%0.025%
2/10/2026Foundations Investment Advisors LLC571,950$18.44M0.2%+11.2%5.564%
2/6/2026Creative Financial Designs Inc. ADV15,580$502K0.0%-4.2%0.152%
2/6/2026Csenge Advisory Group104,475$3.37M0.2%-0.9%1.016%
2/5/2026Evensky & Katz LLC526,634$16.98M1.0%-1.0%5.123%
2/5/2026Armor Investment Advisors LLC222,419$7.17M2.6%-1.6%2.164%
2/5/2026Dana Investment Advisors Inc.20,938$675K0.0%-10.9%0.204%
2/3/2026International Assets Investment Management LLC73,774$2.38M0.1%-6.8%0.718%
1/30/2026Socha Financial Group LLC59,628$1.92M0.9%-28.8%0.580%
1/29/2026UBS Group AG367,903$11.86M0.0%+1.2%3.579%
1/28/2026Kingswood Wealth Advisors LLC18,150$585K0.0%-9.5%0.177%
1/26/2026United Advisor Group LLC7,381$238K0.0%+19.1%0.072%
1/23/2026HF Advisory Group LLC127,353$4.11M1.4%+6.6%1.239%
1/16/2026HF Advisory Group LLC157,353$5.07M0.2%+31.7%1.531%
1/15/2026Santori & Peters Inc.252,817$8.15M2.8%+0.3%2.459%
1/13/2026Capital Investment Advisors LLC78,137$2.52M0.0%-11.9%0.760%
1/13/2026Avaii Wealth Management LLC23,523$758K0.3%-2.5%0.229%
11/13/2025UBS Group AG363,525$11.84M0.0%+8.8%3.564%
11/13/2025Evensky & Katz LLC532,102$17.34M1.0%-3.5%5.217%
11/12/2025Walled Lake Planning & Wealth Management LLC836,621$27.26M8.9%-4.2%8.202%
11/12/2025Creative Financial Designs Inc. ADV16,255$530K0.0%+10.2%0.159%
11/10/2025Waddell & Associates LLC2,054,398$66.93M5.6%+3.3%20.141%
11/6/2025Straightline Group LLC1,013,563$32.83M18.9%+4.4%9.937%
11/6/2025Cibc World Market Inc.27,641$901K0.0%-2.8%0.271%
11/3/2025Foundations Investment Advisors LLC514,499$16.76M0.2%+45.8%5.044%
10/30/2025Socha Financial Group LLC83,690$2.73M1.2%-13.7%0.820%
10/30/2025Triad Wealth Partners LLC7,959$259K0.0%N/A0.078%
10/28/2025Clear Point Advisors Inc.157,490$5.13M4.0%-8.0%1.544%
Trump Takes Emergency Action - Plus Elon Musk's New Venture (Ad)

Elon Musk has quietly launched a new venture - one that has nothing to do with rockets, EVs, or Neuralink. Trump has issued emergency support to accelerate the rollout, and it's already live in multiple states. The Financial Times reports Sam Altman is personally calling people to build this for OpenAI. A few little-known companies control the entire supply chain - meaning anyone who wants access must go through them. Their stocks are available to buy right now.tc pixel

See which companies control the supply chain behind this emerging tech
10/28/2025Csenge Advisory Group105,384$3.43M0.2%-0.8%1.033%
10/23/2025Capital Investment Advisors LLC88,716$2.89M0.0%-5.2%0.870%
10/23/2025Kingswood Wealth Advisors LLC20,050$653K0.0%+8.1%0.197%
10/21/2025Pettinga Financial Advisors LLC8,128$265K0.1%N/A0.080%
10/21/2025Armor Investment Advisors LLC225,976$7.36M2.3%+1,227.6%2.215%
10/20/2025Avaii Wealth Management LLC24,119$786K0.3%-3.8%0.236%
10/15/2025Santori & Peters Inc.252,174$8.22M2.9%-1.4%2.472%
10/6/2025HF Advisory Group LLC119,515$3.89M1.4%-0.5%1.176%
9/4/2025Osaic Holdings Inc.3,999$127K0.0%+27.0%0.040%
8/28/2025Straightline Group LLC970,604$30.88M19.3%+1.0%9.706%
8/14/2025Main Street Financial Solutions LLC99,646$3.17M0.2%-11.4%0.996%
8/13/2025Northwestern Mutual Wealth Management Co.1,408$45K0.0%N/A0.014%
8/12/2025Armor Investment Advisors LLC17,022$541K0.2%+8.4%0.170%
8/12/2025Walled Lake Planning & Wealth Management LLC872,962$27.77M9.1%+0.6%8.730%
8/8/2025Foundations Investment Advisors LLC352,924$11.23M0.2%+23.5%3.529%
8/6/2025Legacy Wealth Managment LLC ID3,178$101K0.1%-25.6%0.032%
8/4/2025Creative Financial Designs Inc. ADV14,755$469K0.0%+1,080.4%0.151%
7/29/2025Socha Financial Group LLC96,935$3.08M1.4%-14.5%0.989%
7/23/2025Kingswood Wealth Advisors LLC18,550$590K0.0%-71.8%0.189%
7/22/2025Evensky & Katz LLC551,666$17.55M1.1%-0.7%5.629%
7/17/2025Capital Investment Advisors LLC93,602$2.98M0.1%+10.9%0.955%
7/17/2025Clear Point Advisors Inc.171,108$5.44M4.6%+2.4%1.746%
7/15/2025Avaii Wealth Management LLC25,078$798K0.4%+3.8%0.256%
7/15/2025Santori & Peters Inc.255,800$8.14M2.9%-0.7%2.610%
7/10/2025HF Advisory Group LLC120,089$3.82M1.5%+5.4%1.225%
5/16/2025Arete Wealth Advisors LLC7,913$240K0.0%-19.4%0.081%
5/16/2025Legacy Wealth Managment LLC ID4,271$130K0.1%N/A0.044%
5/14/2025Capital Analysts LLC2,846$86K0.0%-14.9%0.029%
5/13/2025Evensky & Katz LLC555,300$16.88M1.1%-4.2%5.598%
5/8/2025Walled Lake Planning & Wealth Management LLC867,953$26.38M9.4%+0.2%8.750%
5/7/2025Foundations Investment Advisors LLC285,712$8.68M0.2%+2.3%2.880%
5/7/2025Waddell & Associates LLC1,982,264$60.24M7.3%+0.7%19.983%
5/5/2025Csenge Advisory Group106,400$3.09M0.2%-50.6%1.073%
5/2/2025Armor Investment Advisors LLC15,709$477K0.2%+3.7%0.158%
4/25/2025Socha Financial Group LLC113,347$3.45M1.7%-50.4%1.143%
4/24/2025Transcend Capital Advisors LLC7,649$232K0.0%-6.8%0.077%
4/24/2025Santori & Peters Inc.257,690$7.83M3.2%-3.9%2.598%
4/23/2025International Assets Investment Management LLC79,139$2.41M0.1%-2.5%0.798%
4/22/2025Cambridge Investment Research Advisors Inc.122,814$3.73M0.0%+2.1%1.238%
4/21/2025Clear Point Advisors Inc.167,108$5.08M4.6%-19.7%1.685%
4/21/2025Kingswood Wealth Advisors LLC65,800$2.00M0.1%+125.3%0.663%
4/14/2025Capital Investment Advisors LLC84,408$2.57M0.1%-8.1%0.851%
4/10/2025HF Advisory Group LLC113,913$3.46M1.5%+4.8%1.148%
2/18/2025Pettinga Financial Advisors LLC16,300$488K0.1%N/A0.117%
2/17/2025Evensky & Katz LLC579,390$17.36M1.1%-2.0%4.150%
2/17/2025Citadel Advisors LLC100,649$3.02M0.0%+368.1%0.721%
2/14/2025Comerica Bank16,417$492K0.0%+7.9%0.118%
2/13/2025Waddell & Associates LLC1,969,289$59.01M6.0%-0.2%14.107%
2/13/2025Straightline Group LLC1,009,918$30.26M19.8%N/A7.234%
2/13/2025Bank of Montreal Can95,480$2.86M0.0%-1.3%0.684%
Trump Takes Emergency Action - Plus Elon Musk's New Venture (Ad)

Elon Musk has quietly launched a new venture - one that has nothing to do with rockets, EVs, or Neuralink. Trump has issued emergency support to accelerate the rollout, and it's already live in multiple states. The Financial Times reports Sam Altman is personally calling people to build this for OpenAI. A few little-known companies control the entire supply chain - meaning anyone who wants access must go through them. Their stocks are available to buy right now.tc pixel

See which companies control the supply chain behind this emerging tech
2/12/2025Arete Wealth Advisors LLC9,817$294K0.0%-14.6%0.070%
2/12/2025Walled Lake Planning & Wealth Management LLC866,211$25.96M9.7%+1.5%6.205%
2/10/2025Creative Financial Designs Inc. ADV1,250$37K0.0%+150.0%0.009%
2/6/2025Dana Investment Advisors Inc.22,814$684K0.0%+10.0%0.163%
2/3/2025Transcend Capital Advisors LLC8,206$246K0.0%-39.0%0.059%
2/3/2025Clear Point Advisors Inc.208,015$6.23M5.3%-4.2%1.490%
1/30/2025Csenge Advisory Group215,569$6.46M0.4%-0.3%1.544%
1/28/2025Santori & Peters Inc.268,043$8.03M3.1%+1.2%1.920%
1/28/2025Socha Financial Group LLC228,325$6.84M3.2%-87.7%1.636%
1/22/2025Foundations Investment Advisors LLC279,300$8.37M0.2%+99.1%2.001%


CAPE Institutional Ownership - Frequently Asked Questions

During the previous two years, 38 institutional investors and hedge funds held shares of Shiller CAPE U.S. Equities ETF. The most heavily invested institutionals were Waddell & Associates LLC ($67.61M), Straightline Group LLC ($33.62M), Walled Lake Planning & Wealth Management LLC ($25.03M), Foundations Investment Advisors LLC ($18.44M), Evensky & Katz LLC ($16.98M), UBS Group AG ($11.86M), and Santori & Peters Inc. ($8.15M).Learn more on Shiller CAPE U.S. Equities ETF's institutional investors.

25.05% of Shiller CAPE U.S. Equities ETF's stock is owned by institutional investors. Learn more on CAPE's institutional investor holdings.

Of the 30 institutional investors that purchased Shiller CAPE U.S. Equities ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: International Assets Investment Management LLC ($2.32M), Straightline Group LLC ($1.07M), Foundations Investment Advisors LLC ($571.95K), Armor Investment Advisors LLC ($213.21K), Waddell & Associates LLC ($142.58K), Main Street Financial Solutions LLC ($116.62K), and Citadel Advisors LLC ($79.15K).

Institutional investors have bought a total of 860,378 shares in the last 24 months. This purchase volume represents approximately $27.85M in transactions.

Of the 18 institutional investors that sold Shiller CAPE U.S. Equities ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Armor Investment Advisors LLC ($192.50K), Walled Lake Planning & Wealth Management LLC ($66.73K), Socha Financial Group LLC ($53.72K), Kingswood Wealth Advisors LLC ($49.15K), Evensky & Katz LLC ($28.67K), Clear Point Advisors Inc. ($24.56K), and Capital Investment Advisors LLC ($15.47K).

Institutional investors have sold a total of 463,768 shares in the last 24 months. This volume of shares sold represents approximately $14.64M in transactions.


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This page (NYSEARCA:CAPE) was last updated on 7/5/2026 by MarketBeat.com Staff.
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