HoldingsChannel.com
| Filer | 12/31/2023 Share Count | 3/31/2024 Share Count | Change | % Change |
|---|---|---|---|---|
| 13F Filers Increasing CAPE Share Count | ||||
| Advisor Group Holdings Inc. | 215 | 511 | +296 | +137.67% |
| Kingswood Wealth Advisors LLC | 9,300 | 12,400 | +3,100 | +33.33% |
| Capital Investment Advisors LLC | 71,519 | 94,132 | +22,613 | +31.62% |
| Bank of Montreal Can | 77,421 | 90,785 | +13,364 | +17.26% |
| Transcend Wealth Collective LLC | 10,917 | 12,499 | +1,582 | +14.49% |
| CIBC World Markets Inc. | 8,863 | 9,674 | +811 | +9.15% |
| Csenge Advisory Group | 194,487 | 211,928 | +17,441 | +8.97% |
| Avaii Wealth Management LLC | 20,470 | 21,850 | +1,380 | +6.74% |
| UBS Group AG | 2,131,780 | 2,218,363 | +86,583 | +4.06% |
| HF Advisory Group LLC | 96,133 | 96,828 | +695 | +0.72% |
| 13F Filers Reporting New Positions In CAPE | ||||
| Proequities Inc. | 0 | 0 | UNCH | 100% |
| 13F Filers With Unchanged Share Count | ||||
| UMB Bank N A MO | 500 | 500 | UNCH | 0.00% |
| TD Capital Management LLC | 2,085 | 2,085 | UNCH | 0.00% |
| 13F Filers Decreasing CAPE Share Count | ||||
| Cambridge Investment Research Advisors Inc. | 534,042 | 142,735 | -391,307 | -73.27% |
| StoneX Group Inc. | 51,621 | 20,433 | -31,188 | -60.42% |
| Envestnet Asset Management Inc. | 28,548 | 13,129 | -15,419 | -54.01% |
| Transform Wealth LLC | 134,752 | 86,165 | -48,587 | -36.06% |
| Waddell & Associates LLC | 2,003,677 | 1,953,979 | -49,698 | -2.48% |
| Evensky & Katz LLC | 616,568 | 606,677 | -9,891 | -1.60% |
| Santori & Peters Inc. | 287,432 | 285,807 | -1,625 | -0.57% |
| Socha Financial Group LLC | 1,915,407 | 1,910,318 | -5,089 | -0.27% |
| International Assets Investment Management LLC | 81,399 | 81,199 | -200 | -0.25% |
See Summary: Institutional Holders of CAPE
See Details: Top 10 Hedge Funds Holding CAPE
