CPZ — Institutional owners (13F)
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 |
|---|---|---|---|---|
| MORGAN STANLEY | $10,896,472 | 833,063 | 16.05% | Shares |
| RIVERNORTH CAPITAL MANAGEMENT, LLC | $6,093,697 | 465,879 | 8.98% | Shares |
| RAYMOND JAMES FINANCIAL INC | $5,033,827 | 384,849 | 7.41% | Shares |
| Advisors Asset Management, Inc. | $4,974,426 | 340,248 | 7.33% | Shares |
| Saba Capital Management, L.P. | $4,389,007 | 335,551 | 6.46% | Shares |
| LPL Financial LLC | $4,048,387 | 309,510 | 5.96% | Shares |
| WELLS FARGO & COMPANY/MN | $2,967,140 | 226,846 | 4.37% | Shares |
| OPPENHEIMER & CO INC | $2,912,929 | 222,701 | 4.29% | Shares |
| Shaker Financial Services, LLC | $2,407,021 | 184,023 | 3.55% | Shares |
| Atlas Wealth LLC | $1,925,808 | 147,233 | 2.84% | Shares |
| Closed-End Fund Advisors, Inc. | $1,872,741 | 143,176 | 2.76% | Shares |
| UBS Group AG | $1,721,904 | 131,644 | 2.54% | Shares |
| OSAIC HOLDINGS, INC. | $1,461,011 | 111,689 | 2.15% | Shares |
| TrueMark Investments, LLC | $1,188,697 | 90,879 | 1.75% | Shares |
| STEPHENS INC /AR/ | $1,110,649 | 84,912 | 1.64% | Shares |
| Atria Wealth Solutions, Inc. | $1,095,806 | 67,367 | 1.61% | Shares |
| STIFEL FINANCIAL CORP | $1,012,916 | 77,441 | 1.49% | Shares |
| EVOLVE PRIVATE WEALTH, LLC | $885,660 | 67,711 | 1.30% | Shares |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | $783,518 | 59,902 | 1.15% | Shares |
| ENVESTNET ASSET MANAGEMENT INC | $776,096 | 59,335 | 1.14% | Shares |
| INTEGRITY WEALTH ADVISORS, INC. | $774,277 | 57,058 | 1.14% | Shares |
| Kestra Advisory Services, LLC | $731,043 | 55,890 | 1.08% | Shares |
| Concurrent Investment Advisors, LLC | $627,795 | 47,997 | 0.92% | Shares |
| ROYAL BANK OF CANADA | $588,000 | 44,951 | 0.87% | Shares |
| Brookstone Capital Management | $573,312 | 43,831 | 0.84% | Shares |
| Logan Stone Capital, LLC | $538,451 | 41,166 | 0.79% | Shares |
| GUGGENHEIM CAPITAL LLC | $510,944 | 39,063 | 0.75% | Shares |
| Cetera Investment Advisers | $508,066 | 38,843 | 0.75% | Shares |
| Almitas Capital LLC | $504,679 | 38,584 | 0.74% | Shares |
| &PARTNERS | $466,927 | 35,698 | 0.69% | Shares |
| OPTIMUM INVESTMENT ADVISORS | $429,210 | 26,560 | 0.63% | Shares |
| READYSTATE ASSET MANAGEMENT LP | $370,059 | 28,292 | 0.55% | Shares |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $352,753 | 26,744 | 0.52% | Shares |
| COMERICA BANK | $259,768 | 17,768 | 0.38% | Shares |
| Apollon Wealth Management, LLC | $257,179 | 19,662 | 0.38% | Shares |
| Sovran Advisors, LLC | $241,637 | 18,362 | 0.36% | Shares |
| IMC-Chicago, LLC | $233,033 | 17,816 | 0.34% | Shares |
| Bleakley Financial Group, LLC | $221,052 | 16,900 | 0.33% | Shares |
| FIFTH THIRD BANCORP | $220,633 | 16,868 | 0.32% | Shares |
| COMMONWEALTH EQUITY SERVICES, LLC | $216,680 | 16,566 | 0.32% | Shares |
| VestGen Advisors, LLC | $215,166 | 16,450 | 0.32% | Shares |
| JANE STREET GROUP, LLC | $215,087 | 16,444 | 0.32% | Shares |
| Marex Group Ltd | $210,837 | 16,119 | 0.31% | Shares |
| XTX Topco Ltd | $200,111 | 15,299 | 0.29% | Shares |
| CITADEL ADVISORS LLC | $167,908 | 12,837 | 0.25% | Shares |
| Invesco Ltd. | $145,358 | 11,113 | 0.21% | Shares |
| SPIREPOINT PRIVATE CLIENT, LLC | $138,805 | 10,612 | 0.20% | Shares |
| Integrated Advisors Network LLC | $134,803 | 10,306 | 0.20% | Shares |
| Continuum Advisory, LLC | $93,130 | 7,120 | 0.14% | Shares |
| HUNTINGTON NATIONAL BANK | $44,472 | 3,400 | 0.07% | Shares |
| AdvisorNet Financial, Inc | $31,680 | 2,422 | 0.05% | Shares |
| ORG Partners LLC | $21,930 | 1,500 | 0.03% | Shares |
| SALEM INVESTMENT COUNSELORS INC | $15,042 | 1,150 | 0.02% | Shares |
| Steward Partners Investment Advisory, LLC | $13,080 | 1,000 | 0.02% | Shares |
| Geneos Wealth Management Inc. | $11,301 | 864 | 0.02% | Shares |
| SIT INVESTMENT ASSOCIATES INC | $10,825 | 827,578 | 0.02% | Shares |
| Farther Finance Advisors, LLC | $9,692 | 741 | 0.01% | Shares |
| HARBOUR INVESTMENTS, INC. | $9,091 | 695 | 0.01% | Shares |
| Spire Wealth Management | $7,853 | 600 | 0.01% | Shares |
| Penserra Capital Management LLC | $4,646 | 355,241 | 0.01% | Shares |
| HIGHLINE WEALTH PARTNERS LLC | $2,616 | 200 | 0.00% | Shares |
| Janney Montgomery Scott LLC | $1,097 | 83,886 | 0.00% | Shares |
| JPMORGAN CHASE & CO | $864 | 66 | 0.00% | Shares |
| Cambridge Investment Research Advisors, Inc. | $373 | 28,535 | 0.00% | Shares |
| HRT FINANCIAL LP | $364 | 27,888 | 0.00% | Shares |
| WEDBUSH SECURITIES INC | $159 | 12,136 | 0.00% | Shares |
| Capital Analysts, LLC | $10 | 739 | 0.00% | Shares |