Who owns CPAI (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-Q1 13F filings. 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 2025-Q4 and 2026-Q1: 20 added or opened and 2 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 9.7% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 9.7pp 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 2025-Q4 and 2026-Q1, across 33 tracked filers holding CPAI, 29 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 2025-Q4 and 2026-Q1 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 3
- STIFEL FINANCIAL CORP$1M
- WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$1M
- JANE STREET GROUP, LLC$677K
Full exits 1
- NewEdge Advisors, LLC$1M
Largest adds
- RAYMOND JAMES FINANCIAL INC$11M
- Nilsine Partners, LLC$8M
- U.S. Capital Wealth Advisors, LLC$7M
- LPL Financial LLC$7M
- INSIGNEO ADVISORY SERVICES, LLC$6M
- Counterpoint Mutual Funds LLC$6M
Largest trims
- INDEPENDENT FINANCIAL GROUP, LLC$1M
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 | 1,549,616 | $65M | 37.7% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 377,612 | $16M | 9.2% | 2026-Q1 |
| U.S. Capital Wealth Advisors, LLC added | 361,772 | $15M | 8.8% | 2026-Q1 |
| LPL Financial LLC added | 252,158 | $11M | 6.1% | 2026-Q1 |
| Nilsine Partners, LLC added | 221,622 | $10M | 6.0% | 2026-Q1 |
| INSIGNEO ADVISORY SERVICES, LLC added | 209,367 | $9M | 5.1% | 2026-Q1 |
| OSAIC HOLDINGS, INC. added | 123,168 | $5M | 3.0% | 2026-Q1 |
| Cetera Investment Advisers added | 107,891 | $5M | 2.6% | 2026-Q1 |
| Inscription Capital, LLC added | 99,642 | $4M | 2.4% | 2026-Q1 |
| Concurrent Investment Advisors, LLC added | 93,213 | $4M | 2.3% | 2026-Q1 |
| Steward Partners Investment Advisory, LLC added | 92,267 | $4M | 2.2% | 2026-Q1 |
| INDEPENDENT FINANCIAL GROUP, LLC trimmed | 75,474 | $3M | 1.8% | 2026-Q1 |
| Equitable Holdings, Inc. trimmed | 45,524 | $2M | 1.1% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 44,196 | $2M | 1.1% | 2026-Q1 |
| Outlook Wealth Advisors, LLC added | 43,534 | $2M | 1.1% | 2026-Q1 |
| Mariner, LLC added | 34,818 | $1M | 0.8% | 2026-Q1 |
| STIFEL FINANCIAL CORP new | 30,971 | $1M | 0.8% | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC new | 25,550 | $1M | 0.6% | 2026-Q1 |
| Sunbelt Securities, Inc. added | 25,682 | $1M | 0.6% | 2026-Q1 |
| Accurate Wealth Management, LLC added | 21,774 | $934K | 0.5% | 2026-Q1 |
| JANE STREET GROUP, LLC new | 16,198 | $677K | 0.4% | 2026-Q1 |
| Kovack Advisors, Inc. added | 14,689 | $618K | 0.4% | 2026-Q1 |
| Stirlingshire Investments, Inc. trimmed | 11,673 | $488K | 0.3% | 2026-Q1 |
| Hilltop Holdings Inc. new | 10,975 | $459K | 0.3% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 9,162 | $383K | 0.2% | 2026-Q1 |
| Jacobi Capital Management LLC added | 8,499 | $355K | 0.2% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 7,415 | $300K | 0.2% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC new | 6,666 | $279K | 0.2% | 2026-Q1 |
| E&G Advisors, LP new | 5,100 | $213K | 0.1% | 2026-Q1 |
| PUREfi Wealth, LLC new | 5,000 | $209K | 0.1% | 2026-Q1 |
| IFP Advisors, Inc added | 2,055 | $86K | 0.0% | 2026-Q1 |
| FIFTH THIRD BANCORP new | 1,731 | $72K | 0.0% | 2026-Q1 |
| Western Wealth Management, LLC new | 1,354 | $57K | 0.0% | 2026-Q1 |
| AVANTAX ADVISORY SERVICES, INC. added | 56,600 | $2M | 1.2% | 2025-Q2 stale |
| GTS SECURITIES LLC added | 41,805 | $2M | 0.9% | 2025-Q2 stale |
| Global Assets Advisory, LLC new | 28,078 | $1M | 0.6% | 2025-Q3 stale |
| NewEdge Advisors, LLC added | 25,118 | $1M | 0.6% | 2025-Q4 stale |
| COMMONWEALTH EQUITY SERVICES, LLC new | 7,128 | $286K | 0.2% | 2025-Q4 stale |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 5,706 | $229K | 0.1% | 2025-Q4 stale |
| UBS Group AG new | 1,191 | $40K | 0.0% | 2025-Q1 stale |
| Kestra Advisory Services, LLC new | 762 | $31K | 0.0% | 2025-Q4 stale |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | — | 0.0% | 2025-Q2 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.