your badges 52W Range $28–$28 25% of range Analyst Rating · Price Target · P/E · ROE · Net Profit Margin ·

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

03
Price $28.19
52W Range $28–$28

CPRY Stock Price Chart Daily OHLCV with technical indicators — pan, zoom, and customize your view

04
range
bars

Bar granularity adapts to the selected period — hover the chart to see open/high/low/close for a bar.

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

06
Valuation & Ratios 07–12

Valuation P/E, P/S, P/B, EV/EBITDA ratios — is the stock expensive or cheap?

No data for this ratio group yet

Not enough fundamentals data to compute this ratio group yet.

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

Institutional owners (13F) 20 filers · $20.9M total · As of Sept. 30, 2026

17

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 20
Value held $20.9M
New positions 2
Exited positions 10
Institutional activity — Q2 2026 vs prior quarter
New positions Exited positions Increased Decreased Net shares change
2 (-3 vs prior Q) 10 (+7 vs prior Q) 2 (-5 vs prior Q) 7 (-1 vs prior Q) -916K

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
Crown Wealth Group, LLC $13,976,381 499,424 66.98% Shares
HARBOUR INVESTMENTS, INC. $1,484,296 53,039 7.11% Shares
COMMONWEALTH EQUITY SERVICES, LLC $789,010 28,194 3.78% Shares
Calamos Wealth Management LLC $767,262 27,412 3.68% Shares
MARIPAU WEALTH MANAGEMENT LLC $650,595 23,248 3.12% Shares
Signal Advisors Wealth, LLC $650,595 23,248 3.12% Shares
OLD MISSION CAPITAL LLC $538,851 19,255 2.58% Shares
GREENBERG FINANCIAL GROUP $494,166 18,312 2.37% Shares
SageView Advisory Group, LLC $297,951 10,647 1.43% Shares
Creative Planning $297,950 10,647 1.43% Shares
ADAMSBROWN WEALTH CONSULTANTS LLC $286,426 10,235 1.37% Shares
NAPATREE CAPITAL LLC $230,955 9,410 1.11% Shares
CREATIVE FINANCIAL DESIGNS INC /ADV $206,333 7,373 0.99% Shares
BURKETT FINANCIAL SERVICES, LLC $155,164 5,500 0.74% Shares
Aptus Capital Advisors, LLC $34,422 1,230 0.16% Shares
TUCKER ASSET MANAGEMENT LLC $3,918 140 0.02% Shares
CENTAURUS FINANCIAL, INC. $593 21,199 0.00% Shares
WEDBUSH SECURITIES INC $567 20,260 0.00% Shares
Capital Analysts, LLC $363 12,968 0.00% Shares
CX Institutional $11 374 0.00% Shares

My Metrics Your personal watchlist — selected rows from Full Fundamentals

26

Pick the metrics that matter to you — click the + next to any row in Full Fundamentals above.

Your selection is saved and follows you across all tickers.