Who owns CPAI?
Counterpoint Quantitative Equity ETF · Counterpoint
54 institutions reported holding CPAI, worth $306.1M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of CPAI
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Counterpoint Mutual Funds LLC | San Diego, CA | $81.2M | 1,563,616 | +14,000 shares |
| Raymond James Financial Inc. | St. Petersburg, FL | $36.7M | 705,834 | +328,222 shares |
| LPL Financial LLC | Fort Mill, SC | $32.9M | 632,834 | +380,676 shares |
| Arax Advisory Partners | New York, NY | $22.2M | 426,425 | New position |
| Insigneo Advisory Services, LLC | Miami, FL | $13.7M | 263,897 | +54,530 shares |
| Nilsine Partners, LLC | Greenwood Village, CO | $11.9M | 229,706 | +8,084 shares |
| Cetera Investment Advisers | Schaumburg, IL | $11.9M | 229,098 | +121,207 shares |
| Private Advisor Group, LLC | Morristown, NJ | $11.4M | 218,755 | New position |
| Osaic Holdings, Inc. | Scottsdale, AZ | $8.0M | 154,546 | +31,378 shares |
| Inscription Capital, LLC | Houston, TX | $8.0M | 153,462 | +53,820 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 CPAI?
54 institutional managers reported holding CPAI in Form 13F filings for June 30, 2026, worth $306.1M in total. The largest reported position was held by Counterpoint Mutual Funds LLC, at $81.2M.
Did institutions buy or sell CPAI last quarter?
Reported 13F value rose 102.4% from March 31, 2026, which includes price moves as well as buying and selling. 26 firms reported a new position and 3 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 CPAI 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.