CPAG F/m Compoundr U.S. Aggregate Bond ETF
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Institutional owners (13F) 18 filers · $19.3M total · As of June 30, 2026
Institutions that report holding this stock in their quarterly SEC Form 13F. Long positions only; a single filer may appear twice for separate option legs. Large offsetting put/call legs typically reflect market-making or hedged inventory, not directional conviction.
Institutional activity — Q2 2026 vs prior quarter
| New positions | Exited positions | Increased | Decreased | Net shares change |
|---|---|---|---|---|
| 6 (+3 vs prior Q) | 2 (+1 vs prior Q) | 7 (+3 vs prior Q) | 1 (-1 vs prior Q) | +105K |
Compared to Q1 2026. SEC Form 13F filings are due within 45 days of quarter-end plus a short buffer for late filers — quarters still inside that window are skipped in favor of the most recent fully-reported pair.
| Institution | Value | Shares | % of tracked 13F | Type |
|---|---|---|---|---|
| Everest Private Wealth | $6,685,333 | 65,135 | 34.69% | Shares |
| Stegent Equity Advisors, Inc. | $5,133,239 | 50,013 | 26.63% | Shares |
| &PARTNERS | $2,683,678 | 25,252 | 13.92% | Shares |
| Caliber Wealth Management, LLC / KS | $797,703 | 7,772 | 4.14% | Shares |
| Golden Bell Financial Planning LLC | $766,912 | 7,472 | 3.98% | Shares |
| Southeast Asset Advisors, LLC | $513,191 | 5,000 | 2.66% | Shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $496,358 | 4,836 | 2.58% | Shares |
| FLYNN ZITO CAPITAL MANAGEMENT, LLC | $438,059 | 4,268 | 2.27% | Shares |
| Signet Private Wealth LLC | $409,115 | 3,986 | 2.12% | Shares |
| Family Office Research LLC | $383,456 | 3,736 | 1.99% | Shares |
| ATX Financial Planning, LLC | $294,998 | 2,886 | 1.53% | Shares |
| Crew Capital Management, Ltd | $253,003 | 2,465 | 1.31% | Shares |
| Farther Finance Advisors, LLC | $117,726 | 1,147 | 0.61% | Shares |
| ROYAL BANK OF CANADA | $101,000 | 985 | 0.52% | Shares |
| EVOLUTION WEALTH MANAGEMENT INC. | $71,436 | 696 | 0.37% | Shares |
| NewEdge Advisors, LLC | $65,278 | 636 | 0.34% | Shares |
| DHJJ Financial Advisors, Ltd. | $56,965 | 555 | 0.30% | Shares |
| Essential Partners LLC | $5,132 | 50 | 0.03% | Shares |