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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)
$136.57M
Number of
Institutional Sellers
(last 12 months)
10
Total
Institutional Outflows
(last 12 months)
$14.26M
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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
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%
2/14/2024Waddell & Associates LLC2,003,677$53.16M7.1%-12.0%17.333%
2/13/2024Walled Lake Planning & Wealth Management LLC845,782$22.44M10.4%+1.6%7.316%
2/12/2024StoneX Group Inc.51,621$1.37M0.2%+1.9%0.447%
2/12/2024TD Capital Management LLC2,085$55K0.0%N/A0.018%
2/9/2024UBS Group AG2,131,780$56.55M0.0%+610.6%18.441%
2/7/2024Dana 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%
2/5/2024Avaii Wealth Management LLC20,470$543K0.4%+46.1%0.177%
2/5/2024Transcend Capital Advisors LLC10,917$290K0.0%+27.7%0.094%
2/1/2024Socha 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%
11/15/2023Dana Investment Advisors Inc.20,840$493K0.0%+20.8%0.180%
11/13/2023Kayne Anderson Rudnick Investment Management LLC146,833$3.48M0.0%-4.1%1.270%
11/9/2023UBS Group AG300,012$7.10M0.0%+67.2%2.595%
11/7/2023Waddell & 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%
11/1/2023Csenge 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%
10/31/2023Socha Financial Group LLC1,941,707$45.96M22.1%+2.2%16.797%
10/30/2023Arete Wealth Advisors LLC8,997$213K0.0%-70.5%0.078%
10/24/2023Avaii 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%
8/11/2023Kayne Anderson Rudnick Investment Management LLC153,105$3.74M0.0%-3.3%1.324%
8/2/2023Bank of Montreal Can48,345$1.19M0.0%N/A0.444%
7/31/2023Socha 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%
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7/20/2023Csenge 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%
5/22/2023Arete Wealth Advisors LLC35,832$812K0.1%N/A0.329%
5/12/2023Walled Lake Planning & Wealth Management LLC826,747$18.74M9.8%N/A7.712%
5/1/2023Csenge Advisory Group196,073$4.45M0.3%-3.0%1.829%
5/1/2023Arete Wealth Advisors LLC35,832$812.28B0.1%N/A0.334%
4/26/2023Socha 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%
4/10/2023Avaii Wealth Management LLC10,251$232K0.2%N/A0.096%
4/10/2023 Capital Investment Advisors LLC44,121$1M0.0%+12.6%0.412%
3/20/2023Socha Financial Group LLC1,716,817$36.07M25.6%+6.3%16.015%
2/10/2023Waddell & Associates LLC2,257,880$47.44M7.9%N/A21.879%
2/9/2023Southeast Asset Advisors Inc.33,597$706K0.1%N/A0.326%
2/8/2023UBS Group AG225,527$4.74M0.0%N/A2.185%
2/8/2023Capital Analysts LLC3,486$73K0.0%N/A0.034%
2/7/2023 HF Advisory Group LLC115,298$2.42M2.4%N/A1.117%
2/7/2023Envestnet Asset Management Inc.66,004$1.39M0.0%N/A0.640%
2/6/2023Arete Wealth Advisors LLC36,134$759.16B0.1%N/A0.350%
2/1/2023Bank of Montreal Can47,144$1.01M0.0%N/A0.457%
1/31/2023Kestra 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%
5/12/2022Dana Investment Advisors Inc.15,508$352K0.0%+12.7%0.074%
5/12/2022Private Advisor Group LLC383,259$8.54M0.1%-12.7%1.818%
5/12/2022Cetera Advisor Networks LLC88,866$1.98M0.0%+11.9%0.422%
5/12/2022Cetera 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%
5/11/2022Argent Trust Co259,646$5.79M0.4%+13.8%1.232%
5/11/2022Heritage Trust Co595,875$13.28M1.9%-1.2%2.827%
5/10/2022Western Wealth Management LLC86,400$1.93M0.1%+100.0%0.410%
5/6/2022Arete Wealth Advisors LLC26,245$585K0.0%+16.9%0.125%
5/5/2022Bridgewater Advisors Inc.497,127$11.08M2.7%-1.9%2.358%
5/4/2022Advisor 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%
5/4/2022Envestnet 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%
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5/2/2022TMD 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%
4/21/2022 Blue Bell Private Wealth Management LLC2,464$55K0.0%+232.1%0.012%
4/21/2022Waddell & Associates LLC2,673,456$59.59M9.6%+9.6%12.683%
4/20/2022 Red Door Wealth Management LLC27,300$608K0.2%N/A0.130%
4/18/2022 Bridge Advisory LLC184,691$4.12M1.8%-22.5%0.876%
(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, 41 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), Waddell & Associates LLC ($53.16M), Socha Financial Group LLC ($50.82M), Walled Lake Planning & Wealth Management LLC ($22.44M), Cambridge Investment Research Advisors Inc. ($20.06M), Evensky & Katz LLC ($16.99M), and Heritage Trust Co ($13.28M).Learn more on CAPE's institutional investors.

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

Of the 31 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 10,263,277 shares in the last 24 months. This purchase volume represents approximately $240.83M in transactions.

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

Of the 19 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: TMD Wealth Management LLC ($577.50K), Waddell & Associates LLC ($272.93K), Transform Wealth LLC ($251.39K), Evensky & Katz LLC ($229.21K), Private Advisor Group LLC ($55.69K), International Assets Investment Management LLC ($54.90K), and HF Advisory Group LLC ($32.37K).

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

Institutional investors have sold a total of 1,624,451 shares in the last 24 months. This volume of shares sold represents approximately $38.46M in transactions.


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This page (NYSEARCA:CAPE) was last updated on 4/25/2024 by MarketBeat.com Staff

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