Who owns CPSL
Which tracked institutional funds hold CPSL, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See CPSL 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
5 tracked funds added or opened CPSL while 8 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
CPSL’s largest tracked holder by dollar value, BURKETT FINANCIAL SERVICES, LLC, sizes it at 6.6% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 6.6pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in CPSL 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 CPSL, 16 increased or opened the position and 17 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 CPSL 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
- Innovative Asset Advisors Group, LLC$2M
Full exits 6
- HighTower Advisors, LLC$4M
- CENTAURUS FINANCIAL, INC.$2M
- Capital Analysts, LLC$2M
- Cambridge Investment Research Advisors, Inc.$1M
- Calamos Advisors LLC$804K
- GOLDMAN SACHS GROUP INC$552K
Largest adds
- BURKETT FINANCIAL SERVICES, LLC$1M
- COMMONWEALTH EQUITY SERVICES, LLC$902K
- Mutual Advisors, LLC$596K
- Prime Capital Investment Advisors, LLC$556K
Largest trims
- Cetera Investment Advisers$2M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$255K
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 |
|---|---|---|---|---|
| BURKETT FINANCIAL SERVICES, LLC added | 759,599 | $21M | 33.1% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. trimmed | 161,079 | $4M | 7.0% | 2026-Q2 |
| Mutual Advisors, LLC added | 153,497 | $4M | 6.7% | 2026-Q2 |
| Prime Capital Investment Advisors, LLC added | 134,220 | $4M | 5.8% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 114,410 | $3M | 5.0% | 2026-Q2 |
| Innovative Asset Advisors Group, LLC new | 86,761 | $2M | 3.8% | 2026-Q2 |
| Amplius Wealth Advisors, LLC trimmed | 73,449 | $2M | 3.2% | 2026-Q2 |
| Worth Asset Management, LLC added | 69,990 | $2M | 3.0% | 2026-Q2 |
| Calamos Wealth Management LLC added | 33,869 | $946K | 1.5% | 2026-Q2 |
| Applied Capital LLC trimmed | 26,113 | $729K | 1.1% | 2026-Q2 |
| OSAIC HOLDINGS, INC. trimmed | 20,020 | $559K | 0.9% | 2026-Q2 |
| TD Capital Management LLC added | 18,452 | $515K | 0.8% | 2026-Q2 |
| Cetera Investment Advisers trimmed | 17,731 | $495K | 0.8% | 2026-Q2 |
| ROYAL BANK OF CANADA trimmed | 17,522 | $489K | 0.8% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 14,231 | $397K | 0.6% | 2026-Q2 |
| LPL Financial LLC new | 13,103 | $366K | 0.6% | 2026-Q2 |
| OLD MISSION CAPITAL LLC trimmed | 11,788 | $329K | 0.5% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC trimmed | 11,140 | $311K | 0.5% | 2026-Q2 |
| Leelyn Smith, LLC | 9,578 | $267K | 0.4% | 2026-Q2 |
| SMITH, MOORE & CO. trimmed | 8,183 | $228K | 0.4% | 2026-Q2 |
| Family Office Research LLC | 7,794 | $218K | 0.3% | 2026-Q2 |
| Geneos Wealth Management Inc. added | 5,750 | $161K | 0.3% | 2026-Q2 |
| Blue Trust, Inc. new | 4,363 | $122K | 0.2% | 2026-Q2 |
| ARMSTRONG ADVISORY GROUP, INC | 1,864 | $52K | 0.1% | 2026-Q2 |
| Aptus Capital Advisors, LLC added | 1,229 | $34K | 0.1% | 2026-Q2 |
| Continuum Advisory, LLC | 1,000 | $28K | 0.0% | 2026-Q2 |
| FIDUCIARY FINANCIAL ADVISORS new | 60 | $2K | 0.0% | 2026-Q2 |
| SBI Securities Co., Ltd. new | 4 | $112 | 0.0% | 2026-Q2 |
| HighTower Advisors, LLC added | 135,992 | $4M | 5.8% | 2026-Q1 stale (1 quarter behind) |
| CENTAURUS FINANCIAL, INC. added | 76,917 | $2M | 3.3% | 2026-Q1 stale (1 quarter behind) |
| Capital Analysts, LLC added | 76,701 | $2M | 3.3% | 2026-Q1 stale (1 quarter behind) |
| Cambridge Investment Research Advisors, Inc. added | 41,613 | $1M | 1.8% | 2026-Q1 stale (1 quarter behind) |
| Calamos Advisors LLC new | 29,514 | $804K | 1.3% | 2026-Q1 stale (1 quarter behind) |
| GOLDMAN SACHS GROUP INC new | 20,259 | $552K | 0.9% | 2026-Q1 stale (1 quarter behind) |
| Legacy Wealth Managment, LLC/ID | 1,911 | $52K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| GUARDIAN WEALTH ADVISORS, LLC / NC new | 1,157 | $32K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Garden State Investment Advisory Services LLC added | 24,365 | $663K | 1.0% | 2025-Q4 stale (2 quarters behind) |
| Crown Wealth Group, LLC added | 13,261 | $361K | 0.6% | 2025-Q4 stale (2 quarters behind) |
| ATX Financial Planning, LLC new | 12,389 | $337K | 0.5% | 2025-Q4 stale (2 quarters behind) |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 10,212 | $278K | 0.4% | 2025-Q4 stale (2 quarters behind) |
| Camelot Portfolios, LLC new | 801 | $22K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| UBS Group AG new | 128 | $3K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| JANE STREET GROUP, LLC new | 84,813 | $2M | 3.6% | 2025-Q3 stale (3 quarters behind) |
| Ameritas Advisory Services, LLC new | 385 | $10K | 0.0% | 2025-Q3 stale (3 quarters behind) |
| Legacy Investment Solutions, LLC trimmed | 1,911 | $50K | 0.1% | 2025-Q2 stale (4 quarters behind) |
| JPMORGAN CHASE & CO added | 800 | $21K | 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.