IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Barclays Etn+ Shiller Cape (CAPEUSD)

CUSIP: 06742A669 | XB | 125 institutional holders

Quarters

Q3 2022Q2 2022Q1 2022Q4 2021Q3 2021
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile

Institutional Holders — Q3 2022

Heritage Trust Co459,094
0.0% of portfolio›$8.4K
Susquehanna International Group, LLP319,622
0.0% of portfolio›$5.8K
Royal Bank of Canada272,955
0.0% of portfolio›$5.0K
Jane Street Group, LLC266,807
0.0% of portfolio›$4.9K
Commonwealth Equity Services, LLC241,140
0.0% of portfolio›$4.4K
Santori & Peters, Inc.233,272
0.7% of portfolio›$4.3K
Argent Trust Co227,441
0.0% of portfolio›$4.2K
LPL Financial LLC175,476
0.0% of portfolio›$3.2K
Accel Wealth Management139,559
1.1% of portfolio›$2.7K
Osaic Holdings, Inc.129,986
0.0% of portfolio›$2.4K
Csenge Advisory Group120,396
0.0% of portfolio›$2.2K
HighTower Advisors, LLC99,290
0.0% of portfolio›$1.8K
Western Wealth Management, LLC86,878
0.0% of portfolio›$1.6K
MML Investors Services, LLC69,665
0.0% of portfolio›$1.3K
Capital Investment Advisors, LLC69,136
0.0% of portfolio›$1.3K
Cetera Advisor Networks LLC67,598
0.0% of portfolio›$1.2K
Future Financial Wealth Managment LLC65,973
0.1% of portfolio›$1.2K
Envestnet Asset Management Inc65,166
0.0% of portfolio›$1.2K
CIBC World Market Inc.64,268
0.0% of portfolio›$1.2K
Bridgewater Advisors Inc.51,250
0.0% of portfolio›$937
StoneX Group Inc.34,226
0.1% of portfolio›$626.0K
Evensky & Katz LLC31,442
0.0% of portfolio›$575
Financial Enhancement Group LLC30,567
0.0% of portfolio›$559
Wealthcare Advisory Partners LLC30,296
0.0% of portfolio›$554
Red Door Wealth Management, LLC27,300
0.0% of portfolio›$499
Equitable Holdings, Inc.25,888
0.0% of portfolio›$473
Cetera Advisors LLC23,922
0.0% of portfolio›$438
Realta Investment Advisors21,101
0.0% of portfolio›$386
Carnick & Kubik Group, LLC18,701
0.0% of portfolio›$342
Northern Trust Corp15,230
0.0% of portfolio›$279
Armor Investment Advisors, LLC15,200
0.0% of portfolio›$278
Mariner, LLC14,400
0.0% of portfolio›$263
H D Vest Advisory Services13,405
0.0% of portfolio›$245
Dana Investment Advisors, Inc.11,853
0.0% of portfolio›$217
Cambridge Investment Research Advisors, Inc.10,408
0.0% of portfolio›$190
Sugarloaf Wealth Management, LLC10,100
0.0% of portfolio›$185
Baird Financial Group, Inc.10,000
0.0% of portfolio›$183
Laffer Tengler Investments, Inc.8,770
0.1% of portfolio›$160.4K
Morgan Stanley8,120
0.0% of portfolio›$149
UBS Group AG7,171
0.0% of portfolio›$131
Creative Financial Designs Inc4,700
0.0% of portfolio›$86
Ancora Advisors LLCA4,500
0.0% of portfolio›$82
Private Trust Co NA4,000
0.0% of portfolio›$73
Ellis Investment Partners, LLC2,850
0.0% of portfolio›$52
CWM, LLC2,040
0.0% of portfolio›$37
Whittier Trust Co1,500
0.0% of portfolio›$27
Blue Bell Private Wealth Management, LLC565
0.0% of portfolio›$10
Retirement Group, LLC390
0.0% of portfolio›$7
IAG Wealth Partners, LLC370
0.0% of portfolio›$7
Parallel Advisors, LLC200
0.0% of portfolio›$4
TD Capital Management LLC160
0.0% of portfolio›$3
IFP Advisors, Inc17
0.0% of portfolio›$2
Proequities, Inc.0
0.0% of portfolio›$0
Barclays PLC0
0.0% of portfolio›$0
StyleTurnoverLocationFiled
Heritage Trust Co
459,094$8.4K0.0%CoreLowOklahoma City, OK2022-11-10
Susquehanna International Group, LLP
319,622$5.8K0.0%GrowthHighBala Cynwyd, PA2022-11-14
Royal Bank of Canada
272,955$5.0K0.0%CoreLowToronto, Australia2022-11-14
Jane Street Group, LLC
266,807$4.9K0.0%CoreVery HighNew York, NY2022-11-15
Commonwealth Equity Services, LLC
241,140$4.4K0.0%ETFLowWaltham, MA2022-11-14
Santori & Peters, Inc.
233,272$4.3K0.7%GrowthVery LowCanonsburg, PA2022-10-14
Argent Trust Co
227,441$4.2K0.0%IndexLowNashville, TN2022-11-10
LPL Financial LLC
175,476$3.2K0.0%IndexVery LowFort Mill, SC2022-11-14
Accel Wealth Management
139,559$2.7K1.1%ETFLowWaverly, IA2022-10-12
Osaic Holdings, Inc.
129,986$2.4K0.0%IndexLowScottsdale, AZ2022-11-14
Csenge Advisory Group
120,396$2.2K0.0%ETFMediumClearwater, FL2022-10-04
HighTower Advisors, LLC
99,290$1.8K0.0%IndexLowChicago, IL2022-11-09
Western Wealth Management, LLC
86,878$1.6K0.0%IndexLowGolden, CO2022-11-07
MML Investors Services, LLC
69,665$1.3K0.0%IndexLowSpringfield, MA2022-11-14
Capital Investment Advisors, LLC
69,136$1.3K0.0%CoreLowAtlanta, GA2022-10-05
Cetera Advisor Networks LLC
67,598$1.2K0.0%N/AN/AEl Segundo, CA2022-11-14
Future Financial Wealth Managment LLC
65,973$1.2K0.1%ETFMediumCincinnati, OH2022-10-13
Envestnet Asset Management Inc
65,166$1.2K0.0%ETFLowBerwyn, PA2022-11-10
CIBC World Market Inc.
64,268$1.2K0.0%ValueMediumToronto, Australia2022-11-10
Bridgewater Advisors Inc.
51,250$9370.0%ETFLowNew York, NY2022-10-28
StoneX Group Inc.
34,226$626.0K0.1%ETFMediumNew York, NY2025-08-13
Evensky & Katz LLC
31,442$5750.0%ETFVery LowCoral Gables, FL2022-10-19
Financial Enhancement Group LLC
30,567$5590.0%ETFMediumAnderson, IN2022-10-27
Wealthcare Advisory Partners LLC
30,296$5540.0%ETFLowWest Chester, PA2022-11-14
Red Door Wealth Management, LLC
27,300$4990.0%CoreLowMemphis, TN2022-10-13
Equitable Holdings, Inc.
25,888$4730.0%ETFLowNew York, NY2022-11-14
Cetera Advisors LLC
23,922$4380.0%N/AN/ADenver, CO2022-11-14
Realta Investment Advisors
21,101$3860.0%GrowthMediumWilmington, DE2022-10-27
Carnick & Kubik Group, LLC
18,701$3420.0%GARPLowColorado Springs, CO2022-10-21
Northern Trust Corp
15,230$2790.0%IndexVery LowChicago, IL2022-11-14
Armor Investment Advisors, LLC
15,200$2780.0%ETFLowRaleigh, NC2022-10-31
Mariner, LLC
14,400$2630.0%GrowthLowOverland Park, KS2022-11-10
H D Vest Advisory Services
13,405$2450.0%GrowthVery LowIrving, TX2022-11-02
Dana Investment Advisors, Inc.
11,853$2170.0%GARPMediumBrookfield, WI2022-11-15
Cambridge Investment Research Advisors, Inc.
10,408$1900.0%ETFLowFairfield, IA2022-10-17
Sugarloaf Wealth Management, LLC
10,100$1850.0%ValueVery LowDuluth, GA2022-10-11
Baird Financial Group, Inc.
10,000$1830.0%CoreLowMilwaukee, WI2022-11-15
Laffer Tengler Investments, Inc.
8,770$160.4K0.1%GrowthMediumScottsdale, AZ2022-11-10
Morgan Stanley
8,120$1490.0%CoreLowNew York, NY2022-11-14
UBS Group AG
7,171$1310.0%CoreMediumZurich, Switzerland2022-11-10
Creative Financial Designs Inc
4,700$860.0%ETFMediumKokomo, IN2022-11-01
Ancora Advisors LLCActivist
4,500$820.0%ValueMediumCleveland, OH2022-11-14
Private Trust Co NA
4,000$730.0%CoreLowCleveland, OH2022-10-17
Ellis Investment Partners, LLC
2,850$520.0%ETFLowBerwyn, PA2022-11-14
CWM, LLC
2,040$370.0%GrowthVery LowOmaha, NE2022-10-27
Whittier Trust Co
1,500$270.0%GrowthLowSouth Pasadena, CA2022-10-21
Blue Bell Private Wealth Management, LLC
565$100.0%YieldVery LowBlue Bell, PA2022-11-09
Retirement Group, LLC
390$70.0%N/AN/ASan Diego, CA2022-11-14
IAG Wealth Partners, LLC
370$70.0%ETFLowWaukesha, WI2022-10-26
Parallel Advisors, LLC
200$40.0%IndexLowSan Francisco, CA2022-11-10
TD Capital Management LLC
160$30.0%ETFVery LowMemphis, TN2022-11-09
IFP Advisors, Inc
17$20.0%GrowthLowTampa, FL2022-11-08
Proequities, Inc.
0$00.0%GrowthVery LowBirmingham, AL2022-11-15
Barclays PLC
0$00.0%CoreMediumLondon, United Kingdom2022-11-03