CAPE Institutional Ownership
DoubleLine Shiller CAPE U.S. Equities ETF
1W: -1.0%
1M: -6.2%
3M: -6.1%
YTD: -4.0%
1Y: -4.5%
3Y: +34.2%
$30.81
+0.16 (+0.52%)
Weekly Expected Move ±1.6%
$30
$30
$31
$31
$32
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — CAPE
54
Institutional Holders
+0 vs prior quarter
0.0%
Ownership
+0.00pp
150M
Total Invested
5
New Positions
10
Increased
24
Reduced
7
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (58 total)
Recent Activity
New Positions (5)
| Holder | Shares | Value |
|---|---|---|
| Clear Point Advisors Inc. | 123,241 | 4M |
| AE Wealth Management LLC | 689 | 21K |
| WELLS FARGO & COMPANY/MN | 284 | 9K |
| JONES FINANCIAL COMPANIES LLLP | 107 | 3K |
| Imprint Wealth LLC | 36 | 1K |
Sold Out (11)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| JANE STREET GROUP, LLC | 86,000 | 3M |
| Armor Investment Advisors, LLC | 33,476 | 1M |
| Dana Investment Advisors, Inc. | 20,938 | 645K |
| GOLDMAN SACHS GROUP INC | 6,614 | 204K |
| Legacy Wealth Managment, LLC/ID | 3,215 | 99K |
| TD Capital Management LLC | 2,142 | 66K |
| Root Financial Partners, LLC | 1,034 | 32K |
| Spire Wealth Management | 500 | 15K |
| Estate Planners Group, LLC | 208 | 6K |
| ROYAL BANK OF CANADA | 152 | 5K |
| ASSETMARK, INC | 145 | 4K |
Biggest Increases (10)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Foundations Investment Advisors, LL | +156,140 | +21.3% | 888,523 |
| STRAIGHTLINE GROUP LLC | +12,181 | +1.3% | 948,387 |
| HF Advisory Group, LLC | +11,951 | +8.7% | 149,640 |
| UBS Group AG | +9,964 | +2.5% | 412,233 |
| Main Street Financial Solutions, LL | +5,269 | +5.6% | 99,549 |
| BANK OF MONTREAL /CAN | +4,349 | +3.6% | 123,579 |
| United Advisor Group, LLC | +2,346 | +27.8% | 10,777 |
| HRT FINANCIAL LP | +2,178 | +14.6% | 17,122 |
| TRANSCEND CAPITAL ADVISORS, LLC | +11 | +0.1% | 7,867 |
| MORGAN STANLEY | +1 | +0.6% | 169 |
Biggest Decreases (17)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Evensky & Katz LLC | -489,308 | -99.9% | 678 |
| CITADEL ADVISORS LLC | -116,870 | -87.7% | 16,453 |
| Capital Investment Advisors, LLC | -40,368 | -64.0% | 22,683 |
| Santori & Peters, Inc. | -19,509 | -7.7% | 234,697 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | -14,440 | -93.6% | 990 |
| Cambridge Investment Research Advis | -13,927 | -27.5% | 36,716 |
| Csenge Advisory Group | -9,630 | -9.8% | 88,446 |
| CIBC WORLD MARKET INC. | -6,950 | -48.8% | 7,300 |
| WADDELL & ASSOCIATES, LLC | -5,264 | -1.6% | 328,686 |
| Socha Financial Group, LLC | -4,561 | -8.8% | 47,241 |
| WALLED LAKE PLANNING & WEALTH MANAG | -3,444 | -0.4% | 807,928 |
| KINGSWOOD WEALTH ADVISORS, LLC | -1,800 | -18.6% | 7,900 |
| HANTZ FINANCIAL SERVICES, INC. | -929 | -52.2% | 852 |
| LPL Financial LLC | -805 | -10.6% | 6,791 |
| AVAII WEALTH MANAGEMENT, LLC | -475 | -2.0% | 22,882 |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | -349 | -1.7% | 20,719 |
| KAYNE ANDERSON RUDNICK INVESTMENT M | -83 | -0.3% | 28,849 |