38 tracked 13F filers disclose a position in CAPE as of the latest SEC 13F filings, a combined $111.8M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC | $26.2M | 808K | ▼−0.4% Reduced · −3K sh | Q2 2026 | |
| 2 | FOUNDATIONS INVESTMENT ADVISORS, LLC | $22.6M | 732K | ▲+28% Added · +160K sh | Q1 2026 | |
| 3 | UBS Group AG | $12.4M | 402K | ▲+9.3% Added · +34K sh | Q1 2026 | |
| 4 | WADDELL & ASSOCIATES, LLC | $10.7M | 329K | ▼−1.6% Reduced · −5K sh | Q2 2026 | |
| 5 | Santori & Peters, Inc. | $7.6M | 235K | ▼−7.7% Reduced · −20K sh | Q2 2026 | |
| 6 | HF Advisory Group, LLC | $4.9M | 150K | ▲+8.7% Added · +12K sh | Q2 2026 | |
| 7 | Clear Point Advisors Inc. | $4.0M | 123K | ▲Added Added · +123K sh | Q2 2026 | |
| 8 | BANK OF MONTREAL /CAN/ | $3.7M | 119K | ▼−0.1% Reduced · −170 sh | Q1 2026 | |
| 9 | Main Street Financial Solutions, LLC | $3.2M | 100K | ▲+5.6% Added · +5K sh | Q2 2026 | |
| 10 | Csenge Advisory Group | $2.9M | 88K | ▼−9.8% Reduced · −10K sh | Q2 2026 | |
| 11 | JANE STREET GROUP, LLC | $2.7M | 86K | ▲New +86K sh | Q1 2026 | |
| 12 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $2.4M | 74K | —Held | Q2 2026 | |
| 13 | Socha Financial Group, LLC | $1.5M | 47K | ▼−8.8% Reduced · −5K sh | Q2 2026 | |
| 14 | KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | $894K | 29K | —Held | Q1 2026 | |
| 15 | AVAII WEALTH MANAGEMENT, LLC | $742K | 23K | ▼−2.0% Reduced · −475 sh | Q2 2026 | |
| 16 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $650K | 21K | ▲+45% Added · +7K sh | Q1 2026 | |
| 17 | Dana Investment Advisors, Inc. | $646K | 21K | —Held | Q1 2026 | |
| 18 | Sepio Capital, LP | $562K | 17K | —Held | Q2 2026 | |
| 19 | CITADEL ADVISORS LLC | $534K | 16K | ▼−88% Reduced · −117K sh | Q2 2026 | |
| 20 | CIBC WORLD MARKET INC. | $440K | 14K | ▼−48% Reduced · −13K sh | Q1 2026 | |
| 21 | United Advisor Group, LLC | $350K | 11K | ▲+28% Added · +2K sh | Q2 2026 | |
| 22 | Corient Private Wealth LP | $275K | 9K | —Held | Q1 2026 | |
| 23 | AQR CAPITAL MANAGEMENT LLC | $262K | 8K | ▲New +8K sh | Q1 2026 | |
| 24 | Navis Wealth Advisors, LLC | $255K | 8K | ▲New +8K sh | Q1 2026 | |
| 25 | KINGSWOOD WEALTH ADVISORS, LLC | $256K | 8K | ▼−19% Reduced · −2K sh | Q2 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, 1 fund opened a new position in CAPE and 6 added to an existing one, while 7 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Combined value |
|---|---|---|
| SS SPDR S&P 500 ETF TRUST-USSPY | 20 funds | $2.4B |
| INVESCO QQQ TRUST SERIES 1QQQ | 20 funds | $1.6B |
| NVIDIA CORPNVDA | 19 funds | $10.6B |
| APPLE INCAAPL | 19 funds | $6.7B |
| MICROSOFT CORPMSFT | 19 funds | $5.9B |
| AMAZON.COM INCAMZN | 19 funds | $4.8B |
| ALPHABET INC-CL AGOOGL | 19 funds | $3.4B |
| ALPHABET INC-CL CGOOG | 19 funds | $2.8B |
| META PLATFORMS INC-CLASS AMETA | 19 funds | $2.7B |
| JPMORGAN CHASE & COJPM | 19 funds | $2.2B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 19 funds | $1.9B |
| JOHNSON & JOHNSONJNJ | 19 funds | $1.6B |
Ranked by how many of CAPE's institutional holders also hold each name, a cross-fund conviction signal.
| Class | 13F holders | Value held |
|---|---|---|
| DMBSUIE | 99 funds | $696.2M |
| DBNDOPPORTUNISTIC CO | 96 funds | $601.5M |
| DCREcommon | 75 funds | $365.1M |
| DSCOcommon | 44 funds | $176.6M |
| CAPEthis pageSHILLER CAPE US EQTY | 38 funds | $111.8M |
| DABSFUND | 31 funds | $126.0M |
| DMXMULTI SECTOR INC | 16 funds | $61.9M |
| DCMTStock | 7 funds | $29.6M |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
Connected entities for CAPE
This ETF page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/CAPE/capital-change-brief"
Use Arkolith's capital_change_brief for CAPE. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for CAPE. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.