Who owns CPAI
Which tracked institutional funds hold CPAI, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See CPAI 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 CPAI is one-sided between 2026-Q1 and 2026-Q2: 31 added or opened and 4 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
CPAI’s largest tracked holder by dollar value, Counterpoint Mutual Funds LLC, sizes it at 8.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 8.0pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in CPAI 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 52 tracked filers holding CPAI, 46 increased or opened the position and 8 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 CPAI 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 12
- Arax Advisory Partners$22M
- Private Advisor Group, LLC$11M
- NewEdge Advisors, LLC$6M
- COMMONWEALTH EQUITY SERVICES, LLC$4M
- Intrua Financial, LLC$2M
- Global Assets Advisory, LLC$2M
Full exits 4
- U.S. Capital Wealth Advisors, LLC$15M
- Mariner, LLC$1M
- Sunbelt Securities, Inc.$1M
- JANE STREET GROUP, LLC$677K
Largest adds
- LPL Financial LLC$22M
- RAYMOND JAMES FINANCIAL INC$21M
- Counterpoint Mutual Funds LLC$16M
- Cetera Investment Advisers$7M
- INSIGNEO ADVISORY SERVICES, LLC$5M
- ROYAL BANK OF CANADA$5M
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 |
|---|---|---|---|---|
| Counterpoint Mutual Funds LLC added | 1,563,616 | $81M | 24.9% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 705,834 | $37M | 11.2% | 2026-Q2 |
| LPL Financial LLC added | 632,834 | $33M | 10.1% | 2026-Q2 |
| Arax Advisory Partners new | 426,425 | $22M | 6.8% | 2026-Q2 |
| INSIGNEO ADVISORY SERVICES, LLC added | 263,897 | $14M | 4.2% | 2026-Q2 |
| Nilsine Partners, LLC added | 229,706 | $12M | 3.7% | 2026-Q2 |
| Cetera Investment Advisers added | 229,098 | $12M | 3.6% | 2026-Q2 |
| Private Advisor Group, LLC new | 218,755 | $11M | 3.5% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 154,546 | $8M | 2.5% | 2026-Q2 |
| Inscription Capital, LLC added | 153,462 | $8M | 2.4% | 2026-Q2 |
| INDEPENDENT FINANCIAL GROUP, LLC added | 125,549 | $7M | 2.0% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 122,701 | $6M | 2.0% | 2026-Q2 |
| NewEdge Advisors, LLC added | 111,269 | $6M | 1.8% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC added | 103,918 | $5M | 1.7% | 2026-Q2 |
| Concurrent Investment Advisors, LLC added | 100,854 | $5M | 1.6% | 2026-Q2 |
| STIFEL FINANCIAL CORP added | 87,288 | $5M | 1.4% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 84,153 | $4M | 1.3% | 2026-Q2 |
| Outlook Wealth Advisors, LLC added | 55,979 | $3M | 0.9% | 2026-Q2 |
| Equitable Holdings, Inc. added | 45,817 | $2M | 0.7% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added | 45,207 | $2M | 0.7% | 2026-Q2 |
| Intrua Financial, LLC new | 40,541 | $2M | 0.6% | 2026-Q2 |
| Global Assets Advisory, LLC added | 37,327 | $2M | 0.6% | 2026-Q2 |
| Accurate Wealth Management, LLC added | 34,111 | $2M | 0.5% | 2026-Q2 |
| Western Wealth Management, LLC added | 32,061 | $2M | 0.5% | 2026-Q2 |
| Gilliland Jeter Wealth Management LLC new | 28,707 | $1M | 0.5% | 2026-Q2 |
| SLT Holdings LLC new | 25,809 | $1M | 0.4% | 2026-Q2 |
| Foundations Investment Advisors, LLC new | 25,809 | $1M | 0.4% | 2026-Q2 |
| Kovack Advisors, Inc. trimmed | 14,540 | $750K | 0.2% | 2026-Q2 |
| PW Nova Financial Services LLC new | 14,115 | $733K | 0.2% | 2026-Q2 |
| Jacobi Capital Management LLC added | 13,698 | $712K | 0.2% | 2026-Q2 |
| Amplius Wealth Advisors, LLC new | 12,448 | $647K | 0.2% | 2026-Q2 |
| Hilltop Holdings Inc. added | 11,675 | $607K | 0.2% | 2026-Q2 |
| Stirlingshire Investments, Inc. trimmed | 11,284 | $586K | 0.2% | 2026-Q2 |
| MSH Capital Advisors LLC new | 10,252 | $533K | 0.2% | 2026-Q2 |
| ATX Financial Planning, LLC new | 9,407 | $489K | 0.1% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 9,246 | $480K | 0.1% | 2026-Q2 |
| Perennial Investment Advisors, LLC new | 8,014 | $416K | 0.1% | 2026-Q2 |
| E&G Advisors, LLC added | 7,975 | $414K | 0.1% | 2026-Q2 |
| JPMORGAN CHASE & CO trimmed | 7,342 | $377K | 0.1% | 2026-Q2 |
| KESTRA PRIVATE WEALTH SERVICES, LLC new | 6,552 | $340K | 0.1% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 5,740 | $298K | 0.1% | 2026-Q2 |
| PUREfi Wealth, LLC | 5,000 | $260K | 0.1% | 2026-Q2 |
| PRIVATE TRUST CO NA new | 4,731 | $246K | 0.1% | 2026-Q2 |
| TRUST CO OF OKLAHOMA new | 4,560 | $237K | 0.1% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC new | 4,486 | $233K | 0.1% | 2026-Q2 |
| D.A. DAVIDSON & CO. new | 4,348 | $226K | 0.1% | 2026-Q2 |
| Kestra Advisory Services, LLC added | 3,933 | $204K | 0.1% | 2026-Q2 |
| Sanctuary Advisors, LLC new | 3,905 | $203K | 0.1% | 2026-Q2 |
| IFP Advisors, Inc | 2,055 | $107K | 0.0% | 2026-Q2 |
| Regatta Research & Money Management new | 1,800 | $93K | 0.0% | 2026-Q2 |
| FIFTH THIRD BANCORP | 1,731 | $90K | 0.0% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP new | 123 | $6K | 0.0% | 2026-Q2 |
| U.S. Capital Wealth Advisors, LLC added | 361,772 | $15M | 4.6% | 2026-Q1 stale (1 quarter behind) |
| Mariner, LLC added | 34,818 | $1M | 0.4% | 2026-Q1 stale (1 quarter behind) |
| Sunbelt Securities, Inc. added | 25,682 | $1M | 0.3% | 2026-Q1 stale (1 quarter behind) |
| JANE STREET GROUP, LLC new | 16,198 | $677K | 0.2% | 2026-Q1 stale (1 quarter behind) |
| AMERIPRISE FINANCIAL INC new | 6,666 | $279K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| AVANTAX ADVISORY SERVICES, INC. added | 56,600 | $2M | 0.6% | 2025-Q2 stale (4 quarters behind) |
| GTS SECURITIES LLC added | 41,805 | $2M | 0.5% | 2025-Q2 stale (4 quarters behind) |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | — | 0.0% | 2025-Q2 stale (4 quarters behind) |
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.