Who owns CPAG
Which tracked institutional funds hold CPAG, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See CPAG company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-20). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
The tracked-fund tape on CPAG is one-sided between 2026-Q1 and 2026-Q2: 3 added or opened and 1 trimmed or exited — on balance accumulating.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
CPAG’s largest tracked holder by dollar value, Everest Private Wealth, sizes it at 2.5% of its own reported 13F book, while the median holder sizes it at 0.1% of theirs — a 2.4pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in CPAG divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2026-Q1 and 2026-Q2, across 18 tracked filers holding CPAG, 13 increased or opened the position and 4 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in CPAG between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 1
- Stegent Equity Advisors, Inc.$5M
Full exits 1
- Black Swift Group, LLC$1M
Largest adds
- Everest Private Wealth$6M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$2M
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| Everest Private Wealth added | 65,135 | $7M | 28.9% | 2026-Q2 |
| Stegent Equity Advisors, Inc. new | 50,013 | $5M | 22.2% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 29,007 | $3M | 12.9% | 2026-Q2 |
| &PARTNERS added | 25,252 | $3M | 11.6% | 2026-Q2 |
| Caliber Wealth Management, LLC / KS | 7,772 | $798K | 3.4% | 2026-Q2 |
| Golden Bell Financial Planning LLC | 7,472 | $767K | 3.3% | 2026-Q2 |
| Southeast Asset Advisors, LLC added | 5,000 | $513K | 2.2% | 2026-Q2 |
| FLYNN ZITO CAPITAL MANAGEMENT, LLC new | 4,268 | $438K | 1.9% | 2026-Q2 |
| Signet Private Wealth LLC added | 3,986 | $409K | 1.8% | 2026-Q2 |
| Family Office Research LLC added | 3,736 | $383K | 1.7% | 2026-Q2 |
| ATX Financial Planning, LLC trimmed | 2,698 | $277K | 1.2% | 2026-Q2 |
| Crew Capital Management, Ltd new | 2,465 | $253K | 1.1% | 2026-Q2 |
| Farther Finance Advisors, LLC new | 1,147 | $118K | 0.5% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 985 | $101K | 0.4% | 2026-Q2 |
| EVOLUTION WEALTH MANAGEMENT INC. new | 696 | $71K | 0.3% | 2026-Q2 |
| NewEdge Advisors, LLC new | 636 | $65K | 0.3% | 2026-Q2 |
| DHJJ Financial Advisors, Ltd. trimmed | 555 | $57K | 0.2% | 2026-Q2 |
| Essential Partners LLC | 50 | $5K | 0.0% | 2026-Q2 |
| Black Swift Group, LLC trimmed | 9,850 | $1M | 4.4% | 2026-Q1 stale |
| JANE STREET GROUP, LLC trimmed | 3,298 | $337K | 1.5% | 2026-Q1 stale |
| BANK OF AMERICA CORP /DE/ new | 605 | $62K | 0.3% | 2025-Q4 stale |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.