CLMOS R 2000 S A P ETF - JAN (CPRY) Institutional Ownership and Insiders Activity
CLMOS R 2000 S A P ETF - JAN (CPRY) is widely held by institutional investors, with 16 firms reporting positions valued at approximately $20.42M based on SEC Form 13F filings for the quarter ended September 30, 2026.
Crown Wealth Group, Llc is the largest disclosed holder, reporting approximately $13.99M in CPRY holdings in its latest filing.
Institutional ownership remains highly concentrated, with Crown Wealth Group, Llc representing the majority of disclosed value.
Institutional Holders
16
Total Reported Value
$20.42M
Largest Holder
Crown Wealth Group, Llc
Largest Position
$13.99M
Insider Transactions (90d)
0
Latest Filing Quarter
Q3 2026
New Institutional Positions
22
Funds Exiting Positions
0
Top Institutional Owners
View allInvestorReported Balance
- Crown Wealth Group, Llc$13.99M
- Harbour Investments, Inc.$1.48M
- Commonwealth Equity Services, Llc$794,130
- Calamos Wealth Management Llc$659,888
- Maripau Wealth Management Llc$650,595