COUNTERPOINT QUAN EQUITY ETF (CPAI) Institutional Ownership Changes & 13F Activity

COUNTERPOINT QUAN EQUITY ETF (CPAI). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Arax Advisory Partners, Lpl Financial Llc, Raymond James Financial Inc, Cetera Investment Advisers, and Newedge Advisors, Llc.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Envestnet Asset Management IncBuy+84+0.9%9,246$480.42KQ2 2026Sep 23, 2026
Atx Financial Planning, LlcBuy+9,407—9,407$488.79KQ2 2026Aug 20, 2026
Equitable Holdings, Inc.Buy+293+0.6%45,817$2.38MQ2 2026Aug 17, 2026
Raymond James Financial IncBuy+328,222+86.9%705,834$36.68MQ2 2026Aug 14, 2026
Royal Bank Of CanadaBuy+78,505+177.6%122,701$6.38MQ2 2026Aug 14, 2026
Insigneo Advisory Services, LlcBuy+54,530+26.0%263,897$13.71MQ2 2026Aug 14, 2026
Osaic Holdings, Inc.Buy+31,378+25.5%154,546$8.03MQ2 2026Aug 14, 2026
Western Wealth Management, LlcBuy+30,707+2267.9%32,061$1.67MQ2 2026Aug 14, 2026
Foundations Investment Advisors, LlcBuy+25,809—25,809$1.34MQ2 2026Aug 14, 2026
Perennial Investment Advisors, LlcBuy+8,014—8,014$416.42KQ2 2026Aug 14, 2026
Susquehanna International Group, LlpBuy+5,740—5,740$298.25KQ2 2026Aug 14, 2026
Goldman Sachs Group IncBuy+4,486—4,486$233.09KQ2 2026Aug 14, 2026
Jones Financial Companies LllpBuy+123—123$6.26KQ2 2026Aug 14, 2026
Inscription Capital, LlcBuy+53,820+54.0%153,462$7.97MQ2 2026Aug 13, 2026
Steward Partners Investment Advisory, LlcBuy+11,651+12.6%103,918$5.40MQ2 2026Aug 13, 2026
Sanctuary Advisors, LlcBuy+3,905—3,905$202.90KQ2 2026Aug 13, 2026
Hilltop Holdings Inc.Buy+700+6.4%11,675$606.63KQ2 2026Aug 13, 2026
Cetera Investment AdvisersBuy+121,207+112.3%229,098$11.90MQ2 2026Aug 12, 2026
Newedge Advisors, LlcBuy+111,269—111,269$5.78MQ2 2026Aug 12, 2026
Stifel Financial CorpBuy+56,317+181.8%87,288$4.54MQ2 2026Aug 12, 2026
Jpmorgan Chase & CoBuy+7,342—7,342$377.45KQ2 2026Aug 12, 2026
Msh Capital Advisors LlcBuy+10,252—10,252$532.69KQ2 2026Aug 11, 2026
Arax Advisory PartnersBuy+426,425—426,425$22.16MQ2 2026Aug 10, 2026
Lpl Financial LlcBuy+380,676+151.0%632,834$32.88MQ2 2026Aug 07, 2026
Janney Montgomery Scott LlcBuy+14,815—14,815$770.00KQ2 2026Aug 05, 2026
Outlook Wealth Advisors, LlcBuy+12,445+28.6%55,979$2.92MQ2 2026Aug 03, 2026
Jacobi Capital Management LlcBuy+5,199+61.2%13,698$711.75KQ2 2026Jul 31, 2026
Stirlingshire Investments, Inc.Sell-389-3.3%11,284$586.31KQ2 2026Jul 31, 2026
Cambridge Investment Research Advisors, Inc.Buy+6,168—6,168$320.00Q2 2026Jul 30, 2026
Commonwealth Equity Services, LlcBuy+84,153—84,153$4.37MQ2 2026Jul 29, 2026
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Frequently asked questions about CPAI activity

  • Which institutional owners are buying CPAI?

    Institutional owners buying CPAI include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in CPAI activity?

    "Buy" means an investor increased their reported position in CPAI compared to the prior reporting period. This reflects growing exposure to COUNTERPOINT QUAN EQUITY ETF (CPAI) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in CPAI increasing?

    Institutional interest in CPAI can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.