Who owns CPLB (CPLB)
Which tracked institutional funds hold CPLB, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See CPLB 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
4 tracked funds added or opened CPLB while 4 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
CPLB’s largest tracked holder by dollar value, New York Life Investment Management LLC, sizes it at 2.3% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 2.3pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in CPLB 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 16 tracked filers holding CPLB, 11 increased or opened the position and 7 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 CPLB 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 2
- CITADEL ADVISORS LLC$785K
- First Affirmative Financial Network$707K
Largest adds
- MORGAN STANLEY$9M
- ENVESTNET ASSET MANAGEMENT INC$985K
Largest trims
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$2M
- New York Life Investment Management LLC$1M
- JANE STREET GROUP, LLC$449K
- Fortis Group Advisors, LLC$278K
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 |
|---|---|---|---|---|
| New York Life Investment Management LLC added | 12,885,219 | $270M | 90.9% | 2026-Q1 |
| MORGAN STANLEY added | 478,090 | $10M | 3.4% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 428,023 | $9M | 3.0% | 2026-Q1 |
| Fortis Group Advisors, LLC trimmed | 66,069 | $1M | 0.5% | 2026-Q1 |
| Prosperity Financial Group, Inc. added | 53,130 | $1M | 0.4% | 2026-Q1 |
| CITADEL ADVISORS LLC trimmed | 37,421 | $785K | 0.3% | 2026-Q1 |
| First Affirmative Financial Network | 33,053 | $707K | 0.2% | 2026-Q1 |
| Keudell/Morrison Wealth Management added | 29,395 | $617K | 0.2% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 27,928 | $586K | 0.2% | 2026-Q1 |
| Orion Porfolio Solutions, LLC trimmed | 18,288 | $384K | 0.1% | 2026-Q1 |
| Stratos Wealth Partners, LTD. new | 17,350 | $364K | 0.1% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC new | 14,911 | $313K | 0.1% | 2026-Q1 |
| JANE STREET GROUP, LLC trimmed | 14,868 | $312K | 0.1% | 2026-Q1 |
| Cetera Investment Advisers new | 9,598 | $201K | 0.1% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 3,532 | $74K | 0.0% | 2026-Q1 |
| UBS Group AG trimmed | 25 | $525 | 0.0% | 2026-Q1 |
| Orion Portfolio Solutions, LLC added | 35,356 | $751K | 0.3% | 2025-Q1 stale |
| World Investment Advisors trimmed | 16,753 | $356K | 0.1% | 2025-Q4 stale |
| JPMORGAN CHASE & CO added | 3,453 | $74K | 0.0% | 2025-Q3 stale |
| Steward Partners Investment Advisory, LLC trimmed | 2,489 | $53K | 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.