CPAI — Institutional owners (13F)

56 filers · $322.9M 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.

Institution Value Shares % of tracked 13F Type
Counterpoint Mutual Funds LLC $81,245,487 1,563,616 25.16% Shares
RAYMOND JAMES FINANCIAL INC $36,675,135 705,834 11.36% Shares
LPL Financial LLC $32,882,075 632,834 10.18% Shares
Arax Advisory Partners $22,157,044 426,425 6.86% Shares
U.S. Capital Wealth Advisors, LLC $15,118,452 361,772 4.68% Shares
INSIGNEO ADVISORY SERVICES, LLC $13,712,088 263,897 4.25% Shares
Nilsine Partners, LLC $11,935,524 229,706 3.70% Shares
Cetera Investment Advisers $11,903,954 229,098 3.69% Shares
Private Advisor Group, LLC $11,366,550 218,755 3.52% Shares
OSAIC HOLDINGS, INC. $8,030,157 154,546 2.49% Shares
Inscription Capital, LLC $7,973,871 153,462 2.47% Shares
INDEPENDENT FINANCIAL GROUP, LLC $6,523,526 125,549 2.02% Shares
ROYAL BANK OF CANADA $6,376,000 122,701 1.97% Shares
NewEdge Advisors, LLC $5,781,535 111,269 1.79% Shares
Steward Partners Investment Advisory, LLC $5,399,579 103,918 1.67% Shares
Concurrent Investment Advisors, LLC $5,240,356 100,854 1.62% Shares
STIFEL FINANCIAL CORP $4,535,478 87,288 1.40% Shares
COMMONWEALTH EQUITY SERVICES, LLC $4,372,590 84,153 1.35% Shares
Outlook Wealth Advisors, LLC $2,918,644 55,979 0.90% Shares
Equitable Holdings, Inc. $2,380,668 45,817 0.74% Shares
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC $2,320,475 45,207 0.72% Shares
Intrua Financial, LLC $2,106,510 40,541 0.65% Shares
H D Vest Advisory Services $2,104,713 56,600 0.65% Shares
Global Assets Advisory, LLC $1,931,859 37,327 0.60% Shares
Accurate Wealth Management, LLC $1,750,960 34,111 0.54% Shares
Western Wealth Management, LLC $1,665,890 32,061 0.52% Shares
Gilliland Jeter Wealth Management LLC $1,491,616 28,707 0.46% Shares
Foundations Investment Advisors, LLC $1,341,036 25,809 0.42% Shares
SLT Holdings LLC $1,341,036 25,809 0.42% Shares
Sunbelt Securities, Inc. $1,073,259 25,682 0.33% Shares
Kovack Advisors, Inc. $749,682 14,540 0.23% Shares
PW Nova Financial Services LLC $733,415 14,115 0.23% Shares
Jacobi Capital Management LLC $711,747 13,698 0.22% Shares
Amplius Wealth Advisors, LLC $646,798 12,448 0.20% Shares
Hilltop Holdings Inc. $606,633 11,675 0.19% Shares
Stirlingshire Investments, Inc. $586,308 11,284 0.18% Shares
MSH Capital Advisors LLC $532,694 10,252 0.16% Shares
ATX Financial Planning, LLC $488,788 9,407 0.15% Shares
ENVESTNET ASSET MANAGEMENT INC $480,422 9,246 0.15% Shares
Perennial Investment Advisors, LLC $416,416 8,014 0.13% Shares
E&G Advisors, LLC $414,381 7,975 0.13% Shares
JPMORGAN CHASE & CO $377,452 7,342 0.12% Shares
KESTRA PRIVATE WEALTH SERVICES, LLC $340,456 6,552 0.11% Shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP $298,250 5,740 0.09% Shares
PUREfi Wealth, LLC $259,800 5,000 0.08% Shares
PRIVATE TRUST CO NA $245,823 4,731 0.08% Shares
TRUST CO OF OKLAHOMA $236,938 4,560 0.07% Shares
GOLDMAN SACHS GROUP INC $233,093 4,486 0.07% Shares
D.A. DAVIDSON & CO. $225,922 4,348 0.07% Shares
Kestra Advisory Services, LLC $204,348 3,933 0.06% Shares
Sanctuary Advisors, LLC $202,904 3,905 0.06% Shares
IFP Advisors, Inc $106,778 2,055 0.03% Shares
FIFTH THIRD BANCORP $89,943 1,731 0.03% Shares
JONES FINANCIAL COMPANIES LLLP $6,256 123 0.00% Shares
Janney Montgomery Scott LLC $770 14,815 0.00% Shares
Cambridge Investment Research Advisors, Inc. $320 6,168 0.00% Shares