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

Shiller CAPE U.S. Equities ETF logo
$30.30 +0.29 (+0.97%)
(As of 12/20/2024 04:32 PM ET)
Compare

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)
$182.94M
Number of
Institutional Sellers
(last 12 months)
12
Total
Institutional Outflows
(last 12 months)
$14.06M
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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
11/18/2024 Arete Wealth Advisors LLC11,498$339K0.0%-48.5%0.082%
11/13/2024 Bank of Montreal Can96,765$2.86M0.0%+1.8%0.693%
11/12/2024 Waddell & Associates LLC1,973,909$58.41M7.1%+1.1%14.140%
11/6/2024 Main Street Financial Solutions LLC101,061$2.99M0.3%+35.6%0.724%
10/31/2024 Socha Financial Group LLC1,851,841$54.80M23.8%-0.4%13.265%
10/30/2024 Armor 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%
10/23/2024 Santori & 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%
10/21/2024 Foundations Investment Advisors LLC140,309$4.15M0.1%+172.2%1.005%
10/19/2024OLD National Bancorp IN20,984$621K0.0%N/A0.150%
10/18/2024Capital Investment Advisors LLC88,002$2.60M0.1%-1.7%0.630%
10/16/2024 Avaii Wealth Management LLC24,056$712K0.4%+2.9%0.172%
10/8/2024 Evensky & Katz LLC591,164$17.49M1.1%-0.4%4.235%
8/27/2024 Dana Investment Advisors Inc.20,146$558K0.0%-4.2%0.144%
8/14/2024 Clear Point Advisors Inc.219,122$6.07M5.0%-17.3%1.570%
8/14/2024 Bank of Montreal Can95,011$2.64M0.0%+4.7%0.681%
8/13/2024 Kayne Anderson Rudnick Investment Management LLC49,489$1.37M0.0%-14.3%0.355%
8/8/2024 Main Street Financial Solutions LLC74,515$2.07M0.2%N/A0.534%
8/6/2024 Waddell & Associates LLC1,952,955$54.14M7.1%-0.1%13.990%
8/2/2024 Foundations Investment Advisors LLC51,554$1.43M0.0%N/A0.369%
7/26/2024 Evensky & Katz LLC593,745$16.46M1.1%-2.1%4.253%
7/12/2024Capital Investment Advisors LLC89,484$2.48M0.1%-4.9%0.641%
7/10/2024 Csenge Advisory Group216,162$5.99M0.3%+2.0%1.548%
7/2/2024 Transcend Capital Advisors LLC13,653$378K0.0%+9.2%0.098%
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%
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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%
1/5/2024Capital 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%
10/16/2023Capital 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%
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%
7/19/2023 Golden State Equity Partners12,632$309K0.1%N/A0.116%
7/14/2023 Transform Wealth LLC121,466$2.98M0.3%-0.8%1.116%
7/11/2023Capital 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%
4/10/2023Capital 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%
Wall Street Icon: “You must get on the right side of this thing” (Ad)

I created one of the first quantitative analysis-based stock picking systems long before "quants" became a thing on Wall Street… leading Forbes to call me "King of the Quants." I'm writing to you today because my system has recently uncovered a market phenomenon I haven't seen in 30 years.

This market shakeup is going to be much more intense.
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%
1/5/2023Capital Investment Advisors LLC39,171$823K0.0%N/A0.398%
(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 International Assets Investment Management LLC ($71.10M), 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), and Santori & Peters Inc. ($7.84M).Learn more on CAPE's institutional investors.

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

Of the 28 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), Evensky & Katz LLC ($793.19K), Socha Financial Group LLC ($326.78K), and Santori & Peters Inc. ($292.19K).

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

Institutional investors have bought a total of 12,599,435 shares in the last 24 months. This purchase volume represents approximately $312.02M 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: Waddell & Associates LLC ($273.96K), Transform Wealth LLC ($251.39K), Evensky & Katz LLC ($198.23K), International Assets Investment Management LLC ($54.90K), 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 1,017,033 shares in the last 24 months. This volume of shares sold represents approximately $25.64M in transactions.


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This page (NYSEARCA:CAPE) was last updated on 12/22/2024 by MarketBeat.com Staff
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