Who owns CPRY (CPRY)
Which tracked institutional funds hold CPRY, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See CPRY 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
3 tracked funds added or opened CPRY 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
CPRY’s largest tracked holder by dollar value, Crown Wealth Group, LLC, sizes it at 3.8% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 3.8pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in CPRY 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 25 tracked filers holding CPRY, 12 increased or opened the position and 13 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 CPRY 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
- Calamos Advisors LLC$744K
Largest adds
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$765K
- HARBOUR INVESTMENTS, INC.$722K
Largest trims
- VanWeelden Wealth Management, LLC$7M
- ENVESTNET ASSET MANAGEMENT INC$7M
- Intrepid Financial Planning Group LLC$492K
- COMMONWEALTH EQUITY SERVICES, LLC$490K
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 |
|---|---|---|---|---|
| Crown Wealth Group, LLC added | 474,637 | $13M | 27.1% | 2026-Q1 |
| VanWeelden Wealth Management, LLC trimmed | 359,687 | $10M | 20.6% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 354,964 | $10M | 20.3% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. trimmed | 88,052 | $2M | 5.0% | 2026-Q1 |
| HARBOUR INVESTMENTS, INC. added | 53,341 | $1M | 3.0% | 2026-Q1 |
| Intrepid Financial Planning Group LLC trimmed | 65,931 | $1M | 3.0% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 42,402 | $1M | 2.4% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 31,080 | $843K | 1.8% | 2026-Q1 |
| Calamos Wealth Management LLC added | 27,412 | $744K | 1.6% | 2026-Q1 |
| Calamos Advisors LLC new | 27,412 | $744K | 1.6% | 2026-Q1 |
| MARIPAU WEALTH MANAGEMENT LLC trimmed | 24,257 | $658K | 1.4% | 2026-Q1 |
| Signal Advisors Wealth, LLC trimmed | 24,257 | $658K | 1.4% | 2026-Q1 |
| CENTAURUS FINANCIAL, INC. added | 21,953 | $596K | 1.3% | 2026-Q1 |
| WEDBUSH SECURITIES INC | 20,120 | $546K | 1.2% | 2026-Q1 |
| Capital Analysts, LLC | 12,968 | $351K | 0.7% | 2026-Q1 |
| Creative Planning new | 10,647 | $289K | 0.6% | 2026-Q1 |
| ADAMSBROWN WEALTH CONSULTANTS LLC | 10,235 | $278K | 0.6% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC new | 10,035 | $272K | 0.6% | 2026-Q1 |
| CREATIVE FINANCIAL DESIGNS INC /ADV added | 8,049 | $218K | 0.5% | 2026-Q1 |
| BURKETT FINANCIAL SERVICES, LLC trimmed | 7,369 | $200K | 0.4% | 2026-Q1 |
| Sound Income Strategies, LLC new | 2,745 | $75K | 0.2% | 2026-Q1 |
| GUARDIAN WEALTH ADVISORS, LLC / NC new | 1,230 | $33K | 0.1% | 2026-Q1 |
| Aptus Capital Advisors, LLC added | 1,230 | $33K | 0.1% | 2026-Q1 |
| CX Institutional | 374 | $10K | 0.0% | 2026-Q1 |
| Farther Finance Advisors, LLC | 79 | $2K | 0.0% | 2026-Q1 |
| GREENBERG FINANCIAL GROUP added | 18,312 | $494K | 1.0% | 2025-Q4 stale |
| OLD MISSION CAPITAL LLC new | 14,693 | $368K | 0.8% | 2025-Q2 stale |
| JANE STREET GROUP, LLC new | 13,156 | $329K | 0.7% | 2025-Q2 stale |
| SageView Advisory Group, LLC | 10,647 | $287K | 0.6% | 2025-Q4 stale |
| BRADLEY FOSTER & SARGENT INC/CT new | 9,410 | $235K | 0.5% | 2025-Q2 stale |
| NAPATREE CAPITAL LLC new | 9,410 | $231K | 0.5% | 2025-Q1 stale |
| MONEY CONCEPTS CAPITAL CORP new | 9,299 | $228K | 0.5% | 2025-Q1 stale |
| OSAIC HOLDINGS, INC. | 1,250 | $34K | 0.1% | 2025-Q4 stale |
| UBS Group AG added | 201 | $5K | 0.0% | 2025-Q4 stale |
| TUCKER ASSET MANAGEMENT LLC new | 140 | $4K | 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.