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