Institutional shares held 7.07 Million
0 calls
0 puts
Total value of holdings $224M
$0 calls
$0 puts
# of Institutions 49


Latest Institutional Activity in CAPE

Top Purchases

Q4 2025
Hf Advisory Group, LLC Shares Held: 157K ($4.98M)
Q4 2025
Santori & Peters, Inc. Shares Held: 253K ($7.99M)
Q3 2025
Armor Investment Advisors, LLC Shares Held: 226K ($7.15M)
Q3 2025
Foundations Investment Advisors, LLC Shares Held: 514K ($16.3M)
Q3 2025
Waddell & Associates, LLC Shares Held: 2.05M ($65M)

Top Sells

Q4 2025
Capital Investment Advisors, LLC Shares Held: 78.1K ($2.47M)
Q4 2025
Avaii Wealth Management, LLC Shares Held: 23.5K ($744K)
Q3 2025
Walled Lake Planning & Wealth Management, LLC Shares Held: 837K ($26.5M)
Q3 2025
Evensky & Katz LLC Shares Held: 532K ($16.8M)
Q3 2025
Cambridge Investment Research Advisors, Inc. Shares Held: 111K ($3.5M)

About CAPE

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