Who owns CPSD
Which tracked institutional funds hold CPSD, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See CPSD 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
1 tracked fund added or opened CPSD while 2 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
CPSD’s largest tracked holder by dollar value, Calamos Advisors LLC, sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in CPSD 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 28 tracked filers holding CPSD, 5 increased or opened the position and 20 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 CPSD 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.
Full exits 1
- LeClair Wealth Partners LLC$647K
Largest adds
- OSAIC HOLDINGS, INC.$294K
Largest trims
- Calamos Advisors LLC$2M
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 |
|---|---|---|---|---|
| Calamos Advisors LLC trimmed | 359,149 | $10M | 25.5% | 2026-Q2 |
| Calamos Wealth Management LLC trimmed | 88,023 | $2M | 6.3% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 58,264 | $2M | 4.1% | 2026-Q2 |
| New England Capital Financial Advisors LLC trimmed | 54,586 | $1M | 3.9% | 2026-Q2 |
| BURKETT FINANCIAL SERVICES, LLC trimmed | 51,373 | $1M | 3.6% | 2026-Q2 |
| LPL Financial LLC added | 45,525 | $1M | 3.2% | 2026-Q2 |
| Advisor OS, LLC | 41,476 | $1M | 2.9% | 2026-Q2 |
| STOLZ & ASSOCIATES, PS trimmed | 40,039 | $1M | 2.8% | 2026-Q2 |
| Cyr Financial Inc. trimmed | 37,495 | $1M | 2.7% | 2026-Q2 |
| Creative Planning | 27,060 | $722K | 1.9% | 2026-Q2 |
| Blue Water Asset Management | 24,974 | $667K | 1.8% | 2026-Q2 |
| SageView Advisory Group, LLC | 22,921 | $612K | 1.6% | 2026-Q2 |
| Claro Advisors Inc. trimmed | 15,776 | $421K | 1.1% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 15,307 | $409K | 1.1% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 14,612 | $390K | 1.0% | 2026-Q2 |
| Sloy Dahl & Holst, LLC | 13,025 | $348K | 0.9% | 2026-Q2 |
| MARIPAU WEALTH MANAGEMENT LLC trimmed | 12,827 | $342K | 0.9% | 2026-Q2 |
| Signal Advisors Wealth, LLC trimmed | 12,827 | $342K | 0.9% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 11,876 | $317K | 0.8% | 2026-Q2 |
| ADAMSBROWN WEALTH CONSULTANTS LLC | 10,500 | $280K | 0.7% | 2026-Q2 |
| Grantvest Financial Group LLC | 8,805 | $235K | 0.6% | 2026-Q2 |
| OLD MISSION CAPITAL LLC trimmed | 8,456 | $226K | 0.6% | 2026-Q2 |
| Waverly Advisors, LLC | 8,276 | $221K | 0.6% | 2026-Q2 |
| WealthTrust Asset Management, LLC | 7,939 | $212K | 0.6% | 2026-Q2 |
| CREATIVE FINANCIAL DESIGNS INC /ADV trimmed | 807 | $22K | 0.1% | 2026-Q2 |
| FIDUCIARY FINANCIAL ADVISORS new | 625 | $17K | 0.0% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC | 621 | $17K | 0.0% | 2026-Q2 |
| MORGAN STANLEY new | 500 | $13K | 0.0% | 2026-Q2 |
| LeClair Wealth Partners LLC new | 24,974 | $647K | 1.7% | 2026-Q1 stale (1 quarter behind) |
| Cetera Investment Advisers | 17,367 | $450K | 1.2% | 2026-Q1 stale (1 quarter behind) |
| HighTower Advisors, LLC trimmed | 12,185 | $316K | 0.8% | 2026-Q1 stale (1 quarter behind) |
| WEDBUSH SECURITIES INC | 10,700 | $277K | 0.7% | 2026-Q1 stale (1 quarter behind) |
| CENTAURUS FINANCIAL, INC. trimmed | 4,558 | $118K | 0.3% | 2026-Q1 stale (1 quarter behind) |
| Capital Analysts, LLC | 1,649 | $43K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| CX Institutional | 374 | $10K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| JANE STREET GROUP, LLC trimmed | 14,648 | $381K | 1.0% | 2025-Q4 stale (2 quarters behind) |
| Jessup Wealth Management, Inc new | 4,456 | $116K | 0.3% | 2025-Q4 stale (2 quarters behind) |
| Kestra Advisory Services, LLC new | 1,637 | $43K | 0.1% | 2025-Q4 stale (2 quarters behind) |
| Motiv8 Investments LLC new | 1,410 | $37K | 0.1% | 2025-Q4 stale (2 quarters behind) |
| UBS Group AG new | 1,229 | $32K | 0.1% | 2025-Q4 stale (2 quarters behind) |
| Cambridge Investment Research Advisors, Inc. trimmed | 232,433 | $6M | 15.8% | 2025-Q3 stale (3 quarters behind) |
| Worth Asset Management, LLC trimmed | 35,613 | $909K | 2.4% | 2025-Q3 stale (3 quarters behind) |
| HARBOUR INVESTMENTS, INC. | 9,760 | $249K | 0.7% | 2025-Q3 stale (3 quarters behind) |
| Cambria Investment Management, L.P. | 22,685 | $563K | 1.5% | 2025-Q2 stale (4 quarters behind) |
| Empowered Funds, LLC | 22,685 | $563K | 1.5% | 2025-Q2 stale (4 quarters behind) |
| Samalin Investment Counsel, LLC trimmed | 14,951 | $371K | 1.0% | 2025-Q2 stale (4 quarters behind) |
| WFA of San Diego, LLC new | 100 | $2K | 0.0% | 2025-Q2 stale (4 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.