Who owns CPAG?
F/m Compoundr U.S. Aggregate Bond ETF · F/m Investments
18 institutions reported holding CPAG, worth $21.7M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of CPAG
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Everest Private Wealth | Cupertino, CA | $6.7M | 65,135 | +56,384 shares |
| Stegent Equity Advisors, Inc. | Houston, TX | $5.1M | 50,013 | New position |
| Susquehanna International Group, LLP | Bala Cynwyd, PA | $3.0M | 29,007 | +20,127 shares |
| &Partners | Nashville, TN | $2.7M | 25,252 | +293 shares |
| Caliber Wealth Management, LLC | Overland Park, KS | $798K | 7,772 | No change |
| Golden Bell Financial Planning LLC | Alpharetta, GA | $767K | 7,472 | No change |
| Southeast Asset Advisors, LLC | Thomasville, GA | $513K | 5,000 | +2,000 shares |
| Flynn ZITO Capital Management, LLC | Garden City, NY | $438K | 4,268 | New position |
| Signet Private Wealth LLC | Chicago, IL | $409K | 3,986 | +201 shares |
| Family Office Research LLC | Bethesda, MD | $383K | 3,736 | +973 shares |
From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns CPAG?
18 institutional managers reported holding CPAG in Form 13F filings for June 30, 2026, worth $21.7M in total. The largest reported position was held by Everest Private Wealth, at $6.7M.
Did institutions buy or sell CPAG last quarter?
Reported 13F value rose 150.1% from March 31, 2026, which includes price moves as well as buying and selling. 6 firms reported a new position and 2 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is CPAG ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.