CLMOS R 2000 S A P ETF - JAN (CPRY) Institutional Ownership Changes & 13F Activity
CLMOS R 2000 S A P ETF - JAN (CPRY). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q4 2025). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Vanweelden Wealth Management, Llc, Envestnet Asset Management Inc, Crown Wealth Group, Llc, Cambridge Investment Research Advisors, Inc., and Intrepid Financial Planning Group Llc.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Maripau Wealth Management Llc | Buy | +24,536 | — | 24,536 | $662.13K | Q4 2025 | Feb 17, 2026 |
| Susquehanna International Group, Llp | Buy | +14,297 | — | 14,297 | $385.82K | Q4 2025 | Feb 17, 2026 |
| Osaic Holdings, Inc. | Buy | +1,250 | — | 1,250 | $33.73K | Q4 2025 | Feb 17, 2026 |
| Intrepid Financial Planning Group Llc | Buy | +71,561 | — | 71,561 | $1.93M | Q4 2025 | Feb 13, 2026 |
| Centaurus Financial, Inc. | Buy | +19,449 | — | 19,449 | $525.00K | Q4 2025 | Feb 13, 2026 |
| Aptus Capital Advisors, Llc | Buy | +1,210 | — | 1,210 | $32.65K | Q4 2025 | Feb 13, 2026 |
| Commonwealth Equity Services, Llc | Buy | +49,420 | — | 49,420 | $1.33M | Q4 2025 | Feb 12, 2026 |
| Wedbush Securities Inc | Buy | +20,120 | — | 20,120 | $543.00K | Q4 2025 | Feb 12, 2026 |
| Capital Analysts, Llc | Buy | +12,968 | — | 12,968 | $350.00K | Q4 2025 | Feb 11, 2026 |
| Envestnet Asset Management Inc | Buy | +614,931 | — | 614,931 | $16.59M | Q4 2025 | Feb 10, 2026 |
| Harbour Investments, Inc. | Buy | +26,865 | — | 26,865 | $724.98K | Q4 2025 | Feb 09, 2026 |
| Creative Financial Designs Inc | Buy | +7,598 | — | 7,598 | $205.04K | Q4 2025 | Feb 06, 2026 |
| Cambridge Investment Research Advisors, Inc. | Buy | +89,051 | — | 89,051 | $2.40M | Q4 2025 | Feb 05, 2026 |
| Vanweelden Wealth Management, Llc | Buy | +635,045 | — | 635,045 | $17.14M | Q4 2025 | Feb 02, 2026 |
| Cx Institutional | Buy | +374 | — | 374 | $10.00K | Q4 2025 | Feb 02, 2026 |
| Calamos Wealth Management Llc | Buy | +26,672 | — | 26,672 | $719.88K | Q4 2025 | Jan 29, 2026 |
| Ubs Group Ag | Buy | +201 | — | 201 | $5.42K | Q4 2025 | Jan 29, 2026 |
| Crown Wealth Group, Llc | Buy | +469,915 | — | 469,915 | $12.68M | Q4 2025 | Jan 28, 2026 |
| Farther Finance Advisors, Llc | Buy | +79 | — | 79 | $2.13K | Q4 2025 | Jan 23, 2026 |
| Greenberg Financial Group | Buy | +4,266 | +30.4% | 18,312 | $494.17K | Q4 2025 | Jan 22, 2026 |
| Signal Advisors Wealth, Llc | Buy | +26,072 | — | 26,072 | $703.58K | Q4 2025 | Jan 13, 2026 |
| Adamsbrown Wealth Consultants Llc | Buy | +10,235 | — | 10,235 | $276.20K | Q4 2025 | Jan 13, 2026 |
| Burkett Financial Services, Llc | Buy | +7,922 | — | 7,922 | $213.78K | Q4 2025 | Jan 05, 2026 |
Frequently asked questions about CPRY activity
Which institutional owners are buying CPRY?
Institutional owners buying CPRY 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 CPRY activity?
"Buy" means an investor increased their reported position in CPRY compared to the prior reporting period. This reflects growing exposure to CLMOS R 2000 S A P ETF - JAN (CPRY) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in CPRY increasing?
Institutional interest in CPRY 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.