CPAG Institutional Ownership & Shareholders
F/M COM US AGG BOND ETF (CPAG) is currently held by 16 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $21.05M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Everest Management Corp. is currently the largest disclosed institutional shareholder of CPAG tracked by InsiderSet, reporting ownership valued at approximately $6.69M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $6.57M, representing an estimated loss of -1.65% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 97% of the total disclosed CPAG value among the investors covered in this analysis. Major shareholders include Everest Management Corp., Stegent Equity Advisors, Inc., Susquehanna International Group, Llp, and several other long-term asset managers with concentrated positions in F/M COM US AGG BOND ETF (CPAG).
This page ranks the largest institutional CPAG shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
16
Total Reported Value
$21.05M
Largest Holder
Everest Management Corp.
Largest Position
$6.69M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
21
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Everest Management Corp. | 2.49% | 65,135 | $6,685,333 | $6,574,766 | -$110,567 | -1.65% | |
| Stegent Equity Advisors, Inc. | 3.83% | 48,913 | $4,829,479 | $4,937,308 | +$107,829 | +2.23% | |
| Susquehanna International Group, Llp | 0.00% | 29,007 | $2,977,224 | $2,927,984 | -$49,240 | -1.65% | |
| &Partners | 0.01% | 25,252 | $2,683,678 | $2,548,952 | -$134,726 | -5.02% | |
| Caliber Wealth Management, Llc / Ks | 0.08% | 7,772 | $797,703 | $784,510 | -$13,193 | -1.65% | |
| Golden Bell Financial Planning Llc | 0.55% | 7,472 | $737,756 | $754,228 | +$16,472 | +2.23% | |
| Southeast Asset Advisors, Llc | 0.05% | 5,000 | $513,191 | $504,703 | -$8,488 | -1.65% | |
| Flynn Zito Capital Management, Llc | 0.12% | 4,268 | $438,059 | $430,814 | -$7,245 | -1.65% | |
| Signet Private Wealth Llc | 0.33% | 3,986 | $409,115 | $402,349 | -$6,766 | -1.65% | |
| Family Office Research Llc | 0.14% | 3,736 | $368,878 | $377,114 | +$8,236 | +2.23% | |
| Crew Capital Management, Ltd | 0.12% | 2,320 | $229,068 | $234,182 | +$5,114 | +2.23% | |
| Farther Finance Advisors, Llc | 0.00% | 1,147 | $113,250 | $115,779 | +$2,529 | +2.23% | |
| Royal Bank Of Canada | 0.00% | 985 | $101,000 | $99,426 | -$1,574 | -1.56% | |
| Dhjj Financial Advisors, Ltd. | 0.03% | 929 | $91,726 | $93,774 | +$2,048 | +2.23% | |
| Newedge Advisors, Llc | 0.00% | 636 | $65,278 | $64,198 | -$1,080 | -1.65% | |
| Essential Partners Llc | 0.00% | 50 | $4,937 | $5,047 | +$110 | +2.23% |
Frequently asked questions about CPAG
Who are the largest institutional holders of CPAG?
The largest institutional holders of CPAG reported in the latest SEC Form 13F filings include Everest Management Corp., Stegent Equity Advisors, Inc., Susquehanna International Group, Llp, &Partners, and Caliber Wealth Management, Llc / Ks. InsiderSet ranks institutional holders by their latest reported CPAG position.
What is CPAG institutional ownership?
This page tracks CPAG positions reported by institutional investment managers through SEC Form 13F. F/M COM US AGG BOND ETF (CPAG) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own CPAG?
InsiderSet currently tracks 16 institutional managers reporting CPAG holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of CPAG shareholders.
How much CPAG stock do institutions own?
Institutional investment managers disclosed approximately $21.05M in CPAG holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was CPAG institutional ownership last updated?
The latest CPAG institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional CPAG holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its CPAG position after the reporting date.
Are institutions buying or selling CPAG?
Institutional buying and selling can be analyzed by comparing CPAG positions across consecutive 13F reporting periods. InsiderSet's CPAG Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View CPAG ownership changes.
How has CPAG institutional ownership changed over time?
InsiderSet tracks CPAG institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.