CPRY Institutional Ownership & Shareholders
CLMOS R 2000 S A P ETF - JAN (CPRY) is currently held by 15 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $20.22M based on the latest available SEC Form 13F filings for the quarter ended September 30, 2026.
Crown Wealth Group, Llc is currently the largest disclosed institutional shareholder of CPRY tracked by InsiderSet, reporting ownership valued at approximately $13.99M in its September 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 $14.06M, representing an estimated gain of +0.49% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 98% of the total disclosed CPRY value among the investors covered in this analysis. Major shareholders include Crown Wealth Group, Llc, Harbour Investments, Inc., Commonwealth Equity Services, Llc, and several other long-term asset managers with concentrated positions in CLMOS R 2000 S A P ETF - JAN (CPRY).
This page ranks the largest institutional CPRY 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
15
Total Reported Value
$20.22M
Largest Holder
Crown Wealth Group, Llc
Largest Position
$13.99M
Insider Transactions (90d)
0
Latest Filing Quarter
Q3 2026
New Institutional Positions
29
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Crown Wealth Group, Llc | 3.47% | 495,791 | $13,987,157 | $14,055,675 | +$68,518 | +0.49% | |
| Harbour Investments, Inc. | 0.02% | 53,039 | $1,484,296 | $1,503,656 | +$19,360 | +1.30% | |
| Commonwealth Equity Services, Llc | 0.00% | 28,194 | $789,010 | $799,300 | +$10,290 | +1.30% | |
| Calamos Wealth Management Llc | 0.02% | 27,412 | $767,262 | $777,130 | +$9,868 | +1.29% | |
| Maripau Wealth Management Llc | 0.23% | 23,248 | $650,595 | $659,081 | +$8,486 | +1.30% | |
| Centaurus Financial, Inc. | 0.02% | 21,199 | $593,000 | $600,992 | +$7,992 | +1.35% | |
| Old Mission Capital Llc | 0.01% | 19,255 | $538,851 | $545,879 | +$7,028 | +1.30% | |
| Greenberg Financial Group | 0.14% | 14,046 | $396,263 | $398,204 | +$1,941 | +0.49% | |
| Capital Analysts, Llc | 0.01% | 12,968 | $363,000 | $367,643 | +$4,643 | +1.28% | |
| Signal Advisors Wealth, Llc | 0.01% | 9,071 | $255,909 | $257,163 | +$1,254 | +0.49% | |
| Creative Financial Designs Inc | 0.01% | 7,373 | $206,333 | $209,025 | +$2,692 | +1.30% | |
| Burkett Financial Services, Llc | 0.05% | 5,500 | $155,164 | $155,925 | +$761 | +0.49% | |
| Aptus Capital Advisors, Llc | 0.00% | 1,230 | $34,422 | $34,871 | +$449 | +1.30% | |
| Wedbush Securities Inc | 0.01% | 20,260 | $572 | $574,371 | +$573,799 | +100314.51% | |
| Cx Institutional | 0.00% | 374 | $11 | $10,603 | +$10,592 | +96290.00% |
Frequently asked questions about CPRY
Who are the largest institutional holders of CPRY?
The largest institutional holders of CPRY reported in the latest SEC Form 13F filings include Crown Wealth Group, Llc, Harbour Investments, Inc., Commonwealth Equity Services, Llc, Calamos Wealth Management Llc, and Maripau Wealth Management Llc. InsiderSet ranks institutional holders by their latest reported CPRY position.
What is CPRY institutional ownership?
This page tracks CPRY positions reported by institutional investment managers through SEC Form 13F. CLMOS R 2000 S A P ETF - JAN (CPRY) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own CPRY?
InsiderSet currently tracks 15 institutional managers reporting CPRY 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 CPRY shareholders.
How much CPRY stock do institutions own?
Institutional investment managers disclosed approximately $20.22M in CPRY holdings for Q3 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was CPRY institutional ownership last updated?
The latest CPRY institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended September 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 CPRY 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 CPRY position after the reporting date.
Are institutions buying or selling CPRY?
Institutional buying and selling can be analyzed by comparing CPRY positions across consecutive 13F reporting periods. InsiderSet's CPRY Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View CPRY ownership changes.
How has CPRY institutional ownership changed over time?
InsiderSet tracks CPRY institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.