Who owns 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-Q2 13F filings (latest filed 2026-08-14). 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
7 tracked funds added or opened CPLB while 3 trimmed or exited it between 2026-Q1 and 2026-Q2 — 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 1.9% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 1.9pp 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 2026-Q1 and 2026-Q2, across 16 tracked filers holding CPLB, 14 increased or opened the position and 5 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 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
- &PARTNERS$1M
Full exits 2
- CITADEL ADVISORS LLC$785K
- First Affirmative Financial Network$707K
Largest adds
- MORGAN STANLEY$8M
- New York Life Investment Management LLC$7M
- ENVESTNET ASSET MANAGEMENT INC$1M
- Cetera Investment Advisers$694K
- Fortis Group Advisors, LLC$411K
- JANE STREET GROUP, LLC$307K
Largest trims
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$282K
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 | 13,263,659 | $277M | 87.9% | 2026-Q2 |
| MORGAN STANLEY added | 851,142 | $18M | 5.6% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 490,739 | $10M | 3.3% | 2026-Q2 |
| Fortis Group Advisors, LLC added | 85,904 | $2M | 0.6% | 2026-Q2 |
| Prosperity Financial Group, Inc. added | 55,616 | $1M | 0.4% | 2026-Q2 |
| &PARTNERS new | 55,091 | $1M | 0.4% | 2026-Q2 |
| Cetera Investment Advisers added | 42,827 | $895K | 0.3% | 2026-Q2 |
| Keudell/Morrison Wealth Management added | 31,674 | $662K | 0.2% | 2026-Q2 |
| JANE STREET GROUP, LLC added | 29,633 | $619K | 0.2% | 2026-Q2 |
| Stratos Wealth Partners, LTD. added | 25,200 | $527K | 0.2% | 2026-Q2 |
| Orion Porfolio Solutions, LLC trimmed | 15,014 | $314K | 0.1% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 14,560 | $304K | 0.1% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 14,406 | $302K | 0.1% | 2026-Q2 |
| ROYAL BANK OF CANADA new | 1,761 | $37K | 0.0% | 2026-Q2 |
| UBS Group AG added | 222 | $5K | 0.0% | 2026-Q2 |
| Silver Grove Financial Group, Inc. new | 181 | $4K | 0.0% | 2026-Q2 |
| CITADEL ADVISORS LLC trimmed | 37,421 | $785K | 0.2% | 2026-Q1 stale (1 quarter behind) |
| First Affirmative Financial Network | 33,053 | $707K | 0.2% | 2026-Q1 stale (1 quarter behind) |
| GOLDMAN SACHS GROUP INC new | 14,911 | $313K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| World Investment Advisors trimmed | 16,753 | $356K | 0.1% | 2025-Q4 stale (2 quarters behind) |
| Steward Partners Investment Advisory, LLC trimmed | 2,489 | $53K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| JPMORGAN CHASE & CO new | 3,453 | $74K | 0.0% | 2025-Q3 stale (3 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.