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

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