$52.63

+0.18 (+0.34%)

Weekly Expected Move ±2.3%

$50 $51 $53 $54 $55

ETF NYSE · AUM $397.9M

Overview Chart Holdings Changes Technicals Analysis Peers Institutions Dark Pool Short Interest Dividends Weather

Institutional Ownership — CPAI

Institutional Holders

+20 vs prior quarter

0.0%

Ownership

+0.00pp

305M

Total Invested

New Positions

Increased

Reduced

Closed

0.00

Put/Call Ratio

Ownership Trends

Top Institutional Holders (59 total)

#	Holder	Shares	Value	Change	Change %	Holding Period	Filing
1	Counterpoint Mutual Funds LLC	1,563,616	82M	+14,000	+0.9%	10Q	SEC ↗
2	RAYMOND JAMES FINANCIAL INC	705,834	37M	+328,222	+86.9%	5Q	SEC ↗
3	LPL Financial LLC	632,834	33M	+380,676	+151.0%	5Q	SEC ↗
4	Arax Advisory Partners NEW	426,425	22M	—	+0.0%	1Q	SEC ↗
5	U.S. Capital Wealth Advisors, LLC	361,772	19M	+152,065	+72.5%	5Q	SEC ↗
6	INSIGNEO ADVISORY SERVICES, LLC	263,897	14M	+54,530	+26.0%	3Q	SEC ↗
7	Nilsine Partners, LLC	229,706	12M	+8,084	+3.6%	5Q	SEC ↗
8	Cetera Investment Advisers	229,098	12M	+121,207	+112.3%	4Q	SEC ↗
9	Private Advisor Group, LLC NEW	218,755	12M	—	+0.0%	1Q	SEC ↗
10	OSAIC HOLDINGS, INC.	154,546	8M	+31,378	+25.5%	10Q	SEC ↗
11	Inscription Capital, LLC	153,462	8M	+53,820	+54.0%	5Q	SEC ↗
12	INDEPENDENT FINANCIAL GROUP, LLC	125,549	7M	+5,118	+4.2%	11Q	SEC ↗
13	ROYAL BANK OF CANADA	122,701	6M	+78,505	+177.6%	5Q	SEC ↗
14	NewEdge Advisors, LLC	111,269	6M	+77,610	+230.6%	5Q	SEC ↗
15	Steward Partners Investment Advisory,	103,918	5M	+11,651	+12.6%	11Q	SEC ↗
16	Concurrent Investment Advisors, LLC	100,854	5M	+7,641	+8.2%	5Q	SEC ↗
17	STIFEL FINANCIAL CORP	87,288	5M	+56,317	+181.8%	2Q	SEC ↗
18	COMMONWEALTH EQUITY SERVICES, LLC NEW	84,153	4M	—	+0.0%	1Q	SEC ↗
19	Outlook Wealth Advisors, LLC	55,979	3M	+12,445	+28.6%	3Q	SEC ↗
20	Equitable Holdings, Inc.	45,817	2M	+293	+0.6%	5Q	SEC ↗
21	WEALTH ENHANCEMENT ADVISORY SERVICES,	45,207	2M	+19,657	+76.9%	2Q	SEC ↗
22	Intrua Financial, LLC NEW	40,541	2M	—	+0.0%	1Q	SEC ↗
23	Global Assets Advisory, LLC NEW	37,327	2M	—	+0.0%	1Q	SEC ↗
24	Accurate Wealth Management, LLC	34,111	2M	+12,337	+56.7%	3Q	SEC ↗
25	Western Wealth Management, LLC	32,061	2M	+30,707	+2267.9%	2Q	SEC ↗
26	Gilliland Jeter Wealth Management LLC NEW	28,707	2M	—	+0.0%	1Q	SEC ↗
27	SLT Holdings LLC NEW	25,809	1M	—	+0.0%	1Q	SEC ↗
28	Foundations Investment Advisors, LLC NEW	25,809	1M	—	+0.0%	1Q	SEC ↗
29	Sunbelt Securities, Inc.	25,682	1M	+12,022	+88.0%	3Q	SEC ↗
30	Janney Montgomery Scott LLC NEW	14,815	780K	—	+0.0%	1Q	SEC ↗
31	Kovack Advisors, Inc.	14,540	765K	-149	-1.0%	3Q	SEC ↗
32	PW Nova Financial Services LLC NEW	14,115	743K	—	+0.0%	1Q	SEC ↗
33	Jacobi Capital Management LLC	13,698	721K	+5,199	+61.2%	3Q	SEC ↗
34	Amplius Wealth Advisors, LLC NEW	12,448	655K	—	+0.0%	1Q	SEC ↗
35	Hilltop Holdings Inc.	11,675	614K	+700	+6.4%	2Q	SEC ↗
36	Stirlingshire Investments, Inc.	11,284	594K	-389	-3.3%	3Q	SEC ↗
37	MSH Capital Advisors LLC NEW	10,252	540K	—	+0.0%	1Q	SEC ↗
38	ATX Financial Planning, LLC NEW	9,407	495K	—	+0.0%	1Q	SEC ↗
39	ENVESTNET ASSET MANAGEMENT INC	9,246	487K	+84	+0.9%	6Q	SEC ↗
40	Perennial Investment Advisors, LLC NEW	8,014	422K	—	+0.0%	1Q	SEC ↗
41	E&G Advisors, LLC	7,975	420K	+2,875	+56.4%	2Q	SEC ↗
42	JPMORGAN CHASE & CO	7,342	386K	-73	-1.0%	6Q	SEC ↗
43	KESTRA PRIVATE WEALTH SERVICES, LLC NEW	6,552	345K	—	+0.0%	1Q	SEC ↗
44	Cambridge Investment Research Advisors NEW	6,168	325K	—	+0.0%	1Q	SEC ↗
45	SUSQUEHANNA INTERNATIONAL GROUP, LLP NEW	5,740	302K	—	+0.0%	1Q	SEC ↗
46	PUREfi Wealth, LLC	5,000	263K	—	+0.0%	2Q	SEC ↗
47	PRIVATE TRUST CO NA NEW	4,731	249K	—	+0.0%	1Q	SEC ↗
48	TRUST CO OF OKLAHOMA NEW	4,560	240K	—	+0.0%	1Q	SEC ↗
49	GOLDMAN SACHS GROUP INC NEW	4,486	236K	—	+0.0%	1Q	SEC ↗
50	D.A. DAVIDSON & CO. NEW	4,348	229K	—	+0.0%	1Q	SEC ↗

Recent Activity

New Positions (20)

Holder	Shares	Value
Arax Advisory Partners	426,425	22M
Private Advisor Group, LLC	218,755	12M
COMMONWEALTH EQUITY SERVICES, LLC	84,153	4M
Intrua Financial, LLC	40,541	2M
Global Assets Advisory, LLC	37,327	2M
Gilliland Jeter Wealth Management L	28,707	2M
Foundations Investment Advisors, LL	25,809	1M
SLT Holdings LLC	25,809	1M
Janney Montgomery Scott LLC	14,815	780K
PW Nova Financial Services LLC	14,115	743K
Amplius Wealth Advisors, LLC	12,448	655K
MSH Capital Advisors LLC	10,252	540K
ATX Financial Planning, LLC	9,407	495K
Perennial Investment Advisors, LLC	8,014	422K
KESTRA PRIVATE WEALTH SERVICES, LLC	6,552	345K
Cambridge Investment Research Advis	6,168	325K
SUSQUEHANNA INTERNATIONAL GROUP, LL	5,740	302K
PRIVATE TRUST CO NA	4,731	249K
TRUST CO OF OKLAHOMA	4,560	240K
GOLDMAN SACHS GROUP INC	4,486	236K

Sold Out (3)

Holder	Prev Shares	Prev Value
Mariner, LLC	34,818	2M
JANE STREET GROUP, LLC	16,198	853K
AMERIPRISE FINANCIAL INC	6,666	351K

Biggest Increases (20)

Holder	Added	Change %	Total Shares
LPL Financial LLC	+380,676	+151.0%	632,834
RAYMOND JAMES FINANCIAL INC	+328,222	+86.9%	705,834
U.S. Capital Wealth Advisors, LLC	+152,065	+72.5%	361,772
Cetera Investment Advisers	+121,207	+112.3%	229,098
ROYAL BANK OF CANADA	+78,505	+177.6%	122,701
NewEdge Advisors, LLC	+77,610	+230.6%	111,269
STIFEL FINANCIAL CORP	+56,317	+181.8%	87,288
INSIGNEO ADVISORY SERVICES, LLC	+54,530	+26.0%	263,897
Inscription Capital, LLC	+53,820	+54.0%	153,462
OSAIC HOLDINGS, INC.	+31,378	+25.5%	154,546
Western Wealth Management, LLC	+30,707	+2267.9%	32,061
WEALTH ENHANCEMENT ADVISORY SERVICE	+19,657	+76.9%	45,207
Counterpoint Mutual Funds LLC	+14,000	+0.9%	1,563,616
Outlook Wealth Advisors, LLC	+12,445	+28.6%	55,979
Accurate Wealth Management, LLC	+12,337	+56.7%	34,111
Sunbelt Securities, Inc.	+12,022	+88.0%	25,682
Steward Partners Investment Advisor	+11,651	+12.6%	103,918
Nilsine Partners, LLC	+8,084	+3.6%	229,706
Concurrent Investment Advisors, LLC	+7,641	+8.2%	100,854
Jacobi Capital Management LLC	+5,199	+61.2%	13,698

Biggest Decreases (3)

Holder	Reduced	Change %	Total Shares
Stirlingshire Investments, Inc.	-389	-3.3%	11,284
Kovack Advisors, Inc.	-149	-1.0%	14,540
JPMORGAN CHASE & CO	-73	-1.0%	7,342

CPAI Institutional Ownership

Institutional Ownership — CPAI

Ownership Trends

Top Institutional Holders (59 total)

Recent Activity

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