your badges 52W Range $38–$42 42% of range Analyst Rating · Price Target · P/E · ROE · Net Profit Margin ·

CPER Stock Snapshot Price, market cap, P/E, EPS, ROE, debt/equity, 52-week range

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Price $39.52
52W Range $38–$42

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10-Year Performance Revenue, net income, margins and EPS trends

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Valuation & Ratios 07–12

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value · ≈ 5Y avg · industry median · verdict relative to median

Institutional owners (13F) 160 filers · $311.0M total · As of June 30, 2026

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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.

Holders 160
Value held $311.0M
New positions 36
Exited positions 17
Institutional activity — Q2 2026 vs prior quarter
New positions Exited positions Increased Decreased Net shares change
36 (-21 vs prior Q) 17 (-5 vs prior Q) 52 (+10 vs prior Q) 32 (+11 vs prior Q) +418K

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
SUSQUEHANNA INTERNATIONAL GROUP, LLP $46,311,953 1,227,457 14.89% Shares
CITADEL ADVISORS LLC $23,336,005 618,500 7.50% Call option
SUSQUEHANNA INTERNATIONAL GROUP, LLP $22,468,215 595,500 7.22% Call option
UBS Group AG $16,750,309 443,952 5.39% Shares
ROYAL BANK OF CANADA $12,733,000 337,449 4.09% Shares
JANE STREET GROUP, LLC $10,817,191 286,700 3.48% Call option
ROYAL BANK OF CANADA $10,115,000 268,100 3.25% Put option
AMERIPRISE FINANCIAL INC $9,922,459 262,954 3.19% Shares
JANE STREET GROUP, LLC $9,813,573 260,100 3.16% Put option
LPL Financial LLC $9,692,347 256,887 3.12% Shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP $8,647,716 229,200 2.78% Put option
CITADEL ADVISORS LLC $7,395,080 196,000 2.38% Put option
JANE STREET GROUP, LLC $6,537,138 173,261 2.10% Shares
BANK OF AMERICA CORP /DE/ $5,761,333 152,699 1.85% Shares
GROUP ONE TRADING LLC $5,029,447 133,301 1.62% Shares
Brookwood Investment Group LLC $4,545,069 120,463 1.46% Shares
Periscope Capital Inc. $4,527,600 120,000 1.46% Call option
NOMURA HOLDINGS INC $3,923,920 104,000 1.26% Put option
MORGAN STANLEY $3,832,953 101,589 1.23% Shares
Steward Partners Investment Advisory, LLC $3,097,331 82,092 1.00% Shares
Park Edge Advisors, LLC $2,894,193 76,708 0.93% Shares
&PARTNERS $2,758,516 73,041 0.89% Shares
SIMPLEX TRADING, LLC $2,724,030 72,198 0.88% Shares
OSAIC HOLDINGS, INC. $2,709,716 71,819 0.87% Shares
STIFEL FINANCIAL CORP $2,575,983 68,274 0.83% Shares
CITIGROUP INC $2,566,281 68,017 0.83% Shares
Strategic Blueprint, LLC $2,550,058 67,587 0.82% Shares
ENVESTNET ASSET MANAGEMENT INC $2,537,569 67,256 0.82% Shares
GOLDMAN SACHS GROUP INC $2,501,386 66,297 0.80% Shares
Proficio Capital Partners LLC $2,483,389 65,820 0.80% Shares
MML INVESTORS SERVICES, LLC $2,447,809 64,877 0.79% Shares
HighTower Advisors, LLC $2,427,373 64,335 0.78% Shares
NATIONAL BANK OF CANADA /FI/ $2,380,444 63,125 0.77% Shares
BROWN ADVISORY INC $2,263,800 60,000 0.73% Shares
TD Waterhouse Canada Inc. $2,134,227 57,387 0.69% Shares
Knollwood Investment Advisory, LLC $2,072,056 54,918 0.67% Shares
PNC Financial Services Group, Inc. $2,031,270 53,837 0.65% Shares
Cetera Investment Advisers $1,955,018 51,816 0.63% Shares
Beacon Pointe Advisors, LLC $1,752,182 46,440 0.56% Shares
Arax Advisory Partners $1,642,651 43,537 0.53% Shares
Mariner, LLC $1,633,369 43,291 0.53% Shares
Rockefeller Capital Management L.P. $1,594,356 42,257 0.51% Shares
Clare Market Investments LLC $1,527,310 40,480 0.49% Shares
Manatuck Hill Partners, LLC $1,509,200 40,000 0.49% Shares
Summit Financial, LLC $1,498,937 39,728 0.48% Shares
U.S. Capital Wealth Advisors, LLC $1,329,962 38,628 0.43% Shares
BigSur Wealth Management LLC $1,314,475 34,839 0.42% Shares
Cerity Partners LLC $1,195,627 31,689 0.38% Shares
MATAURO, LLC $1,170,385 31,020 0.38% Shares
US BANCORP \DE\ $1,029,501 27,286 0.33% Shares

Show all 160 institutional owners →

Activists & 5%+ owners 4 positions

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Investors who filed SEC Schedule 13D — beneficial ownership above 5% with an intent to influence the issuer (activist stakes, board campaigns, M&A). Each row shows the most recent known state of that filer's position.

Filer Filed Stake Status Purpose Filing
Counsel Portfolio Services Inc. IRS No. ×31 filings May 16, 2019 · Amendment Passive investment SEC
(ENTITIES ONLY.) Counsel Portfolio Services Inc. IRS No. ×13 filings April 1, 2019 · Amendment Passive investment SEC
Counsel Portfolio Services Inc. ×2 filings Aug. 17, 2016 · Amendment Passive investment SEC
UNITED STATES COMMODITY FUNDS LLC ( ×2 filings Sept. 10, 2010 · Amendment · SEC

Purpose is an automated classification of the filer's own stated purpose (SEC Item 4) — not investment advice. "—" means no clear purpose was stated or the text could not be classified.

Company insiders 4 insiders · 4 officers · 2 directors

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Insider Role Last activity Shares owned Buys 12m Sells 12m Net 12m
John P Love President and CEO Nov. 18, 2016 S 0 0 0 $0
Nicholas Daniel Gerber Chairman, President and CEO Sept. 16, 2010 P 1,336 0 0 $0
Howard Mah Secretary, CCO, CFO and Treasu April 22, 2015 S 0 0 0 $0
John T. Hyland Chief Investment Officer Aug. 20, 2012 P 400 0 0 $0

Insiders from SEC Form 3/4/5 filings; net = open-market P/S only

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