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

Shiller CAPE U.S. Equities ETF logo
$29.97 +0.03 (+0.10%)
As of 01/17/2025 04:10 PM Eastern
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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)
$182.50M
Number of
Institutional Sellers
(last 12 months)
12
Total
Institutional Outflows
(last 12 months)
$83.63M
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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
1/15/2025 HF Advisory Group LLC108,698$3.26M1.5%+3.0%0.779%
1/13/2025 Capital Investment Advisors LLC91,822$2.75M0.1%+4.3%0.658%
1/8/2025 International Assets Investment Management LLC81,199$2.42M0.1%-96.6%0.582%
11/18/2024Arete Wealth Advisors LLC11,498$339K0.0%-48.5%0.082%
11/13/2024Bank of Montreal Can96,765$2.86M0.0%+1.8%0.693%
11/12/2024Waddell & Associates LLC1,973,909$58.41M7.1%+1.1%14.140%
11/6/2024Main Street Financial Solutions LLC101,061$2.99M0.3%+35.6%0.724%
10/31/2024Socha Financial Group LLC1,851,841$54.80M23.8%-0.4%13.265%
10/30/2024Armor Investment Advisors LLC15,008$444K0.2%+18.9%0.108%
10/30/2024 HF Advisory Group LLC105,481$3.12M1.5%+1.5%0.756%
10/23/2024Santori & Peters Inc.264,802$7.84M3.1%-5.2%1.897%
10/22/2024 International Assets Investment Management LLC2,402,678$71.10M0.0%+2,859.0%17.211%
10/21/2024Foundations Investment Advisors LLC140,309$4.15M0.1%+172.2%1.005%
10/19/2024OLD National Bancorp IN20,984$621K0.0%N/A0.150%
10/18/2024 Capital Investment Advisors LLC88,002$2.60M0.1%-1.7%0.630%
10/16/2024Avaii Wealth Management LLC24,056$712K0.4%+2.9%0.172%
10/8/2024Evensky & Katz LLC591,164$17.49M1.1%-0.4%4.235%
8/27/2024Dana Investment Advisors Inc.20,146$558K0.0%-4.2%0.144%
8/14/2024Clear Point Advisors Inc.219,122$6.07M5.0%-17.3%1.570%
8/14/2024Bank of Montreal Can95,011$2.64M0.0%+4.7%0.681%
8/13/2024Kayne Anderson Rudnick Investment Management LLC49,489$1.37M0.0%-14.3%0.355%
8/8/2024Main Street Financial Solutions LLC74,515$2.07M0.2%N/A0.534%
8/6/2024Waddell & Associates LLC1,952,955$54.14M7.1%-0.1%13.990%
8/2/2024Foundations Investment Advisors LLC51,554$1.43M0.0%N/A0.369%
7/26/2024Evensky & Katz LLC593,745$16.46M1.1%-2.1%4.253%
7/12/2024 Capital Investment Advisors LLC89,484$2.48M0.1%-4.9%0.641%
7/10/2024Csenge Advisory Group216,162$5.99M0.3%+2.0%1.548%
7/2/2024Transcend Capital Advisors LLC13,653$378K0.0%+9.2%0.098%
5/17/2024Clear Point Advisors Inc.264,850$7.42M6.1%-1.1%1.897%
5/9/2024Socha Financial Group LLC1,910,318$53.49M23.5%-0.3%13.684%
5/4/2024Csenge Advisory Group211,928$5.93M0.3%+9.0%1.518%
5/1/2024StoneX 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%
4/19/2024Santori & 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%
4/15/2024Kingswood Wealth Advisors LLC12,400$347K0.0%+33.3%0.107%
4/8/2024Evensky & 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%
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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%
2/5/2024Santori & 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%
1/16/2024Kingswood 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%
11/4/2023Santori & 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%
10/10/2023Evensky & 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%
7/26/2023Santori & Peters Inc.282,504$6.92M3.5%+1.6%2.597%
7/24/2023Evensky & 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%
7/20/2023Csenge 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%
4/20/2023Evensky & 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%
4/19/2023Santori & 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%
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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%
1/26/2023Santori & Peters Inc.210,421$4.42M2.6%N/A2.039%
(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, 30 institutional investors and hedge funds held shares of Shiller CAPE U.S. Equities ETF. The most heavily invested institutionals were Waddell & Associates LLC ($58.41M), UBS Group AG ($56.55M), Socha Financial Group LLC ($54.80M), Walled Lake Planning & Wealth Management LLC ($22.44M), Evensky & Katz LLC ($17.49M), Santori & Peters Inc. ($7.84M), and Clear Point Advisors Inc. ($6.07M).Learn more on CAPE's institutional investors.

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

Of the 26 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: International Assets Investment Management LLC ($4.53M), Waddell & Associates LLC ($2.30M), UBS Group AG ($2.18M), Walled Lake Planning & Wealth Management LLC ($840.21K), Socha Financial Group LLC ($326.78K), Santori & Peters Inc. ($292.19K), and Kestra Advisory Services LLC ($218.74K).

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

Institutional investors have bought a total of 11,514,567 shares in the last 24 months. This purchase volume represents approximately $289.29M in transactions.

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

Of the 14 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: International Assets Investment Management LLC ($2.38M), Waddell & Associates LLC ($273.96K), Transform Wealth LLC ($251.39K), Evensky & Katz LLC ($198.23K), Clear Point Advisors Inc. ($48.54K), Socha Financial Group LLC ($39.37K), 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 3,338,512 shares in the last 24 months. This volume of shares sold represents approximately $95.21M in transactions.


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This page (NYSEARCA:CAPE) was last updated on 1/21/2025 by MarketBeat.com Staff
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