HoldingsChannel.com
| Holder | Amount | Position Size ($ in 1000's) | As of |
|---|---|---|---|
 UBS Group AG | 2,131,780 | $56,554 | 12/31/2023 |
| CAPE | 2,131,780 | $56,554 | 12/31/2023 |
| Waddell & Associates LLC | 2,003,677 | $53,157 | 12/31/2023 |
| CAPE | 2,003,677 | $53,157 | 12/31/2023 |
| Socha Financial Group LLC | 1,915,407 | $50,815 | 12/31/2023 |
| CAPE | 1,915,407 | $50,815 | 12/31/2023 |
| Walled Lake Planning & Wealth Management LLC | 845,782 | $22,438 | 12/31/2023 |
| CAPE | 845,782 | $22,438 | 12/31/2023 |
| Evensky & Katz LLC | 606,677 | $16,987 | 03/31/2024 |
| CAPE | 606,677 | $16,987 | 03/31/2024 |
| Cambridge Investment Research Advisors Inc. | 534,042 | $14,168 | 12/31/2023 |
| CAPE | 534,042 | $14,168 | 12/31/2023 |
| Santori & Peters Inc. | 285,807 | $8,003 | 03/31/2024 |
| CAPE | 285,807 | $8,003 | 03/31/2024 |
| Csenge Advisory Group | 194,487 | $5,160 | 12/31/2023 |
| CAPE | 194,487 | $5,160 | 12/31/2023 |
| Kayne Anderson Rudnick Investment Management LLC | 134,062 | $3,552 | 12/31/2023 |
| CAPE | 134,062 | $3,552 | 12/31/2023 |
| HF Advisory Group LLC | 96,828 | $2,711 | 03/31/2024 |
| CAPE | 96,828 | $2,711 | 03/31/2024 |
| Capital Investment Advisors LLC | 94,132 | $2,636 | 03/31/2024 |
| CAPE | 94,132 | $2,636 | 03/31/2024 |
| Transform Wealth LLC | 86,165 | $2,413 | 03/31/2024 |
| CAPE | 86,165 | $2,413 | 03/31/2024 |
| International Assets Investment Management LLC | 81,199 | $2,253 | 03/31/2024 |
| CAPE | 81,199 | $2,253 | 03/31/2024 |
| Bank of Montreal Can | 77,421 | $2,066 | 12/31/2023 |
| CAPE | 77,421 | $2,066 | 12/31/2023 |
| StoneX Group Inc. | 51,621 | $1,369 | 12/31/2023 |
| CAPE | 51,621 | $1,369 | 12/31/2023 |
| Southeast Asset Advisors Inc. | 33,597 | $891 | 12/31/2023 |
| CAPE | 33,597 | $891 | 12/31/2023 |
| Arete Wealth Advisors LLC | 29,870 | $792 | 12/31/2023 |
| CAPE | 29,870 | $792 | 12/31/2023 |
| Envestnet Asset Management Inc. | 28,548 | $757 | 12/31/2023 |
| CAPE | 28,548 | $757 | 12/31/2023 |
| Dana Investment Advisors Inc. | 21,548 | $572 | 12/31/2023 |
| CAPE | 21,548 | $572 | 12/31/2023 |
| Avaii Wealth Management LLC | 20,470 | $543 | 12/31/2023 |
| CAPE | 20,470 | $543 | 12/31/2023 |
| Kingswood Wealth Advisors LLC | 12,400 | $347 | 03/31/2024 |
| CAPE | 12,400 | $347 | 03/31/2024 |
| Golden State Equity Partners | 12,588 | $334 | 12/31/2023 |
| CAPE | 12,588 | $334 | 12/31/2023 |
| Transcend Wealth Collective LLC | 10,917 | $290 | 12/31/2023 |
| CAPE | 10,917 | $290 | 12/31/2023 |
| Regal Investment Advisors LLC | 9,658 | $256 | 12/31/2023 |
| CAPE | 9,658 | $256 | 12/31/2023 |
| Comerica Bank | 9,304 | $247 | 12/31/2023 |
| CAPE | 9,304 | $247 | 12/31/2023 |
| CIBC World Markets Inc. | 8,863 | $235 | 12/31/2023 |
| CAPE | 8,863 | $235 | 12/31/2023 |
| Capital Analysts LLC | 3,486 | $92 | 12/31/2023 |
| CAPE | 3,486 | $92 | 12/31/2023 |
| TD Capital Management LLC | 2,085 | $55 | 12/31/2023 |
| CAPE | 2,085 | $55 | 12/31/2023 |
| UMB Bank N A MO | 500 | $13 | 12/31/2023 |
| CAPE | 500 | $13 | 12/31/2023 |
| Harbour Investments Inc. | 400 | $11 | 12/31/2023 |
| CAPE | 400 | $11 | 12/31/2023 |
| Bank of America Corp DE | 236 | $6 | 12/31/2023 |
| CAPE | 236 | $6 | 12/31/2023 |
| Advisor Group Holdings Inc. | 215 | $6 | 12/31/2023 |
| CAPE | 215 | $6 | 12/31/2023 |
| Proequities Inc. | 0 | $0 | 12/31/2023 |
| CAPE | 0 | $0 | 12/31/2023 |
See All: Funds Holding CAPE
See Details: Top 10 Hedge Funds Holding CAPE
Also See: CAPE Holdings Changes
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