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Institutional Ownership · SEC Form 13F

Who owns CPHC (CPHC)


Which tracked institutional funds hold CPHC, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See CPHC 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.

26
Institutional holders
2,151,592
Shares held (tracked funds)
42.0%
Of shares outstanding

How the tape is positioned

1 tracked fund added or opened CPHC while 1 trimmed or exited it between 2025-Q4 and 2026-Q1 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.

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

CPHC’s largest tracked holder by dollar value, BLACK DIAMOND CAPITAL MANAGEMENT, L.L.C., sizes it at 9.4% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 9.4pp conviction gap — its largest holder concentrates the name more heavily than the typical one.

Book-share is each fund’s reported value in CPHC 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 26 tracked filers holding CPHC, 9 increased or opened the position and 10 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 CPHC 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 1

  • VANGUARD CAPITAL MANAGEMENT LLC$501K

Full exits 1

  • VANGUARD GROUP INC$741K

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).

FundSharesReported value% of valueQuarter
Black Diamond Capital Management I, LLLP859,169$13M26.4%2026-Q1
GATE CITY CAPITAL MANAGEMENT, LLC added445,553$7M13.7%2026-Q1
GAMCO INVESTORS, INC. ET AL added375,393$6M11.5%2026-Q1
GABELLI FUNDS LLC195,000$3M6.0%2026-Q1
DIMENSIONAL FUND ADVISORS LP43,225$666K1.3%2026-Q1
GUARDIAN WEALTH ADVISORS, LLC / NC trimmed41,644$652K1.3%2026-Q1
Aptus Capital Advisors, LLC trimmed41,644$649K1.3%2026-Q1
VANGUARD CAPITAL MANAGEMENT LLC new32,516$501K1.0%2026-Q1
GEODE CAPITAL MANAGEMENT, LLC added26,423$407K0.8%2026-Q1
NORTHERN TRUST CORP trimmed16,760$261K0.5%2026-Q1
VANGUARD FIDUCIARY TRUST CO new15,473$238K0.5%2026-Q1
Mink Brook Asset Management LLC14,589$227K0.4%2026-Q1
PRICE T ROWE ASSOCIATES INC /MD/11,247$174K0.3%2026-Q1
Krilogy Financial LLC10,000$157K0.3%2026-Q1
LPL Financial LLC trimmed10,000$156K0.3%2026-Q1
BlackRock, Inc. added6,740$105K0.2%2026-Q1
Central Pacific Bank - Trust Division4,600$72K0.1%2026-Q1
Vanguard Global Advisers, LLC new710$11K0.0%2026-Q1
UBS Group AG added239$4K0.0%2026-Q1
Tower Research Capital LLC (TRC) trimmed230$4K0.0%2026-Q1
Versant Capital Management, Inc135$2K0.0%2026-Q1
ROYAL BANK OF CANADA100$2K0.0%2026-Q1
Financial Perspectives, Inc100$2K0.0%2026-Q1
CWM, LLC new100$2K0.0%2026-Q1
MORGAN STANLEY2$320.0%2026-Q1
WELLS FARGO & COMPANY/MN0$20.0%2026-Q1
BLACK DIAMOND CAPITAL MANAGEMENT, L.L.C. added854,805$16M31.7%2025-Q2 stale
VANGUARD GROUP INC trimmed48,699$741K1.5%2025-Q4 stale
Accredited Investors Inc.10,782$164K0.3%2025-Q4 stale
SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed10,520$160K0.3%2025-Q4 stale
BANK OF AMERICA CORP /DE/ trimmed2,486$38K0.1%2025-Q4 stale
OSAIC HOLDINGS, INC.1,000$15K0.0%2025-Q4 stale
RAYMOND JAMES FINANCIAL INC new600$11K0.0%2025-Q2 stale
BARCLAYS PLC new17$3200.0%2025-Q2 stale
JPMORGAN CHASE & CO trimmed7$1280.0%2025-Q1 stale
CONCOURSE FINANCIAL GROUP SECURITIES, INC.00.0%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.

HoldersTotal shares

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.

Learn how to read institutional ownership