CPAI(CPAI)
CPAI
Institutional Ownership
Top 56 Institutional Holders
| Holder | Shares | Date | Change | % Held |
|---|---|---|---|---|
| PW Nova Financial Services LLC | -- | Sep 30, 26 | -14.12K | -- |
| Counterpoint Mutual Funds LLC | 1.56M | Jun 30, 26 | +14.00K | 20.68% |
| RAYMOND JAMES FINANCIAL INC | 705.83K | Jun 30, 26 | +328.22K | 9.34% |
| LPL Financial LLC | 632.83K | Jun 30, 26 | +380.68K | 8.37% |
| SRS Capital Advisors, Inc. | 426.43K | Jun 30, 26 | +426.43K | 5.64% |
| INSIGNEO ADVISORY SERVICES, LLC | 263.90K | Jun 30, 26 | +54.53K | 3.49% |
| Nilsine Partners, LLC | 229.71K | Jun 30, 26 | +8.08K | 3.04% |
| Cetera Investment Advisers | 229.10K | Jun 30, 26 | +121.21K | 3.03% |
| Private Advisor Group, LLC | 218.75K | Jun 30, 26 | +218.75K | 2.89% |
| ADVISOR GROUP HOLDINGS, INC. | 154.55K | Jun 30, 26 | +31.38K | 2.04% |
| Inscription Capital, LLC | 153.46K | Jun 30, 26 | +53.82K | 2.03% |
| ROYAL BANK OF CANADA | 122.70K | Jun 30, 26 | +78.50K | 1.62% |
| NewEdge Advisors, LLC | 111.27K | Jun 30, 26 | +77.61K | 1.47% |
| Steward Partners Investment Advisory, LLC | 103.92K | Jun 30, 26 | +11.65K | 1.37% |
| Concurrent Investment Advisors, LLC | 100.85K | Jun 30, 26 | +7.64K | 1.33% |
| STIFEL FINANCIAL CORP | 87.29K | Jun 30, 26 | +56.32K | 1.15% |
| COMMONWEALTH EQUITY SERVICES, LLC | 84.15K | Jun 30, 26 | +84.15K | 1.11% |
| Outlook Wealth Advisors, LLC | 55.98K | Jun 30, 26 | +12.45K | 0.74% |
| Equitable Holdings, Inc. | 45.82K | Jun 30, 26 | +293 | 0.61% |
| Intrua Financial, LLC | 40.54K | Jun 30, 26 | +40.54K | 0.54% |
| Global Assets Advisory, LLC | 37.33K | Jun 30, 26 | +37.33K | 0.49% |
| Accurate Wealth Management, LLC | 34.11K | Jun 30, 26 | +12.34K | 0.45% |
| Western Wealth Management, LLC | 32.06K | Jun 30, 26 | +30.71K | 0.42% |
| Gilliland Jeter Wealth Management LLC | 28.71K | Jun 30, 26 | +28.71K | 0.38% |
| Foundations Investment Advisors, LLC | 25.81K | Jun 30, 26 | +25.81K | 0.34% |
| Janney Montgomery Scott LLC | 14.81K | Jun 30, 26 | +14.81K | 0.20% |
| Kovack Advisors, Inc. | 14.54K | Jun 30, 26 | -149 | 0.19% |
| Jacobi Capital Management LLC | 13.70K | Jun 30, 26 | +5.20K | 0.18% |
| Amplius Wealth Advisors, LLC | 12.45K | Jun 30, 26 | +12.45K | 0.16% |
| Hilltop Holdings Inc. | 11.68K | Jun 30, 26 | +700 | 0.15% |
| Stirlingshire Investments, Inc. | 11.28K | Jun 30, 26 | -389 | 0.15% |
| MSH Capital Advisors LLC | 10.25K | Jun 30, 26 | +10.25K | 0.14% |
| ENVESTNET ASSET MANAGEMENT INC | 9.25K | Jun 30, 26 | +84 | 0.12% |
| Perennial Investment Advisors, LLC | 8.01K | Jun 30, 26 | +8.01K | 0.11% |
| JPMORGAN CHASE & CO | 7.34K | Jun 30, 26 | -73 | 0.10% |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 6.55K | Jun 30, 26 | +6.55K | 0.09% |
| Cambridge Investment Research Advisors, Inc. | 6.17K | Jun 30, 26 | +6.17K | 0.08% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 5.74K | Jun 30, 26 | +5.74K | 0.08% |
| PUREfi Wealth, LLC | 5.00K | Jun 30, 26 | -- | 0.07% |
| PRIVATE TRUST CO NA | 4.73K | Jun 30, 26 | +4.73K | 0.06% |
| TRUST CO OF OKLAHOMA | 4.56K | Jun 30, 26 | +4.56K | 0.06% |
| GOLDMAN SACHS GROUP INC | 4.49K | Jun 30, 26 | +4.49K | 0.06% |
| D.A. DAVIDSON & CO. | 4.35K | Jun 30, 26 | +4.35K | 0.06% |
| Kestra Advisory Services, LLC | 3.93K | Jun 30, 26 | +3.93K | 0.05% |
| Sanctuary Advisors, LLC | 3.90K | Jun 30, 26 | +3.90K | 0.05% |
| IFP Advisors, Inc | 2.06K | Jun 30, 26 | -- | 0.03% |
| Regatta Research & Money Management | 1.80K | Jun 30, 26 | +1.80K | 0.02% |
| FIFTH THIRD BANCORP | 1.73K | Jun 30, 26 | -- | 0.02% |
| JONES FINANCIAL COMPANIES LLLP | 123 | Jun 30, 26 | +123 | 0.00% |
| AMERIPRISE FINANCIAL INC | -- | Jun 30, 26 | -6.67K | -- |
| JANE STREET GROUP, LLC | -- | Jun 30, 26 | -16.20K | -- |
| Mariner, LLC | -- | Jun 30, 26 | -34.82K | -- |
| U.S. Capital Wealth Advisors, LLC | 361.77K | Mar 31, 26 | +152.06K | 4.79% |
| Sunbelt Securities, Inc. | 25.68K | Mar 31, 26 | +12.02K | 0.34% |
| AVANTAX ADVISORY SERVICES, INC. | 56.60K | Jun 30, 25 | +12.27K | 0.75% |
| Bridge Advisory, LLC | -- | Sep 30, 24 | -29.24K | -- |
Latest holdings as of Funds file quarterly, up to 45 days after quarter end; this page refreshes weeklyAbout this data
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