HoldingsChannel.com
Funds Holding CAPE
HolderAmountPosition Size
($ in 1000's)
 As of
Waddell & Associates LLC219,611$25,862 03/31/2020
     CAPE219,611$25,862 03/31/2020
Heritage Trust Co57,235$6,741 03/31/2020
     CAPE57,235$6,741 03/31/2020
Private Advisor Group LLC45,903$5,406 03/31/2020
     CAPE45,903$5,406 03/31/2020
Royal Bank of Canada20,086$2,366 03/31/2020
     CAPE20,086$2,366 03/31/2020
Argent Trust Co18,919$2,228 03/31/2020
     CAPE18,919$2,228 03/31/2020
LPL Financial LLC13,985$1,647 03/31/2020
     CAPE13,985$1,647 03/31/2020
Santori & Peters Inc.13,481$1,587 03/31/2020
     CAPE13,481$1,587 03/31/2020
HighTower Advisors LLC11,844$1,396 03/31/2020
     CAPE11,844$1,396 03/31/2020
Commonwealth Equity Services LLC6,126$721 03/31/2020
     CAPE6,126$721 03/31/2020
Capital Investment Advisors LLC4,592$541 03/31/2020
     CAPE4,592$541 03/31/2020
Financial Enhancement Group LLC4,524$533 03/31/2020
     CAPE4,524$533 03/31/2020
CIBC World Markets Inc.4,202$495 03/31/2020
     CAPE4,202$495 03/31/2020
Western Wealth Management LLC4,052$479 03/31/2020
     CAPE4,052$479 03/31/2020
Intl Fcstone Inc.3,643$429 03/31/2020
     CAPE3,643$429 03/31/2020
Jane Street Group LLC3,499$412 03/31/2020
     CAPE3,499$412 03/31/2020
Ameriprise Financial Inc.3,228$380 03/31/2020
     CAPE3,228$380 03/31/2020
Advisor Group Inc.2,507$374 12/31/2019
     CAPE2,507$374 12/31/2019
Advisor Group Holdings Inc.3,146$371 03/31/2020
     CAPE3,146$371 03/31/2020
Institute for Wealth Management LLC.2,900$342 03/31/2020
     CAPE2,900$342 03/31/2020
Evensky & Katz LLC2,083$245 03/31/2020
     CAPE2,083$245 03/31/2020
Armor Investment Advisors LLC1,695$200 03/31/2020
     CAPE1,695$200 03/31/2020
Ladenburg Thalmann Financial Services Inc.1,236$184 12/31/2019
     CAPE1,236$184 12/31/2019
UBS Group AG1,278$151 03/31/2020
     CAPE1,278$151 03/31/2020
Sugarloaf Wealth Management LLC1,010$119 03/31/2020
     CAPE1,010$119 03/31/2020
Ancora Advisors LLC450$53 03/31/2020
     CAPE450$53 03/31/2020
Bank of Montreal Can446$51 03/31/2020
     CAPE446$51 03/31/2020
Orion Portfolio Solutions LLC369$43 03/31/2020
     CAPE369$43 03/31/2020
Advisory Services Network LLC311$37 03/31/2020
     CAPE311$37 03/31/2020
New England Investment & Retirement Group Inc.251$30 03/31/2020
     CAPE251$30 03/31/2020
CWM LLC229$27 03/31/2020
     CAPE229$27 03/31/2020
NEXT Financial Group Inc174$20 03/31/2020
     CAPE174$20 03/31/2020
Creative Financial Designs Inc. ADV100$12 03/31/2020
     CAPE100$12 03/31/2020
Global Wealth Management Investment Advisory Inc.40$5 03/31/2020
     CAPE40$5 03/31/2020
Prestige Wealth Management Group LLC38$4 03/31/2020
     CAPE38$4 03/31/2020
Ellis Investment Partners LLC25$2 03/31/2020
     CAPE25$2 03/31/2020
Proequities Inc.0$0 03/31/2020
     CAPE0$0 03/31/2020
IFP Advisors Inc0$0 03/31/2020
     CAPE0$0 03/31/2020

See Summary: Institutional Holders of CAPE
See Details: Top 10 Hedge Funds Holding CAPE
Also See: CAPE Holdings Changes

Quotes delayed 20 minutes

Funds Holding CAPE | www.HoldingsChannel.com

Copyright © 2013 - 2020, All Rights Reserved Nothing in Holdings Channel is intended to be investment advice, nor does it represent the opinion of, counsel from, or recommendations by BNK Invest Inc. or any of its affiliates, subsidiaries or partners. None of the information contained herein constitutes a recommendation that any particular security, portfolio, transaction, or investment strategy is suitable for any specific person. All viewers agree that under no circumstances will BNK Invest, Inc,. its subsidiaries, partners, officers, employees, affiliates, or agents be held liable for any loss or damage caused by your reliance on information obtained. By visiting, using or viewing this site, you agree to the following Full Disclaimer & Terms of Use and Privacy Policy. Video widget and videos powered by Market News Video. Quote data delayed at least 20 minutes; data powered by Ticker Technologies, and Mergent. Contact Holdings Channel; Meet Our Editorial Staff.