Counterpoint Quantitative Equity ETF (CPAI) Institutional Ownership $39.12 -0.34 (-0.86%) Closing price 10/17/2025 04:10 PM EasternExtended Trading$39.14 +0.02 (+0.05%) As of 08:30 AM Eastern Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more. Add Compare Share Share Ownership Stock AnalysisChartHoldingsOwnershipRatingsShort InterestBuy This Stock Institutional Ownership Changes (13F Filings) for Counterpoint Quantitative Equity ETF (NYSEARCA:CPAI)Number ofInstitutional Buyers(last 12 months)10TotalInstitutional Inflows(last 12 months)$72.61MNumber ofInstitutional Sellers(last 12 months)1TotalInstitutional Outflows(last 12 months)$65.59K Get CPAI Insider Trade Alerts Want to know when executives and insiders are buying or selling Counterpoint Quantitative Equity ETF stock? 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Skip Chart & View Institutional Buying and Selling Data CPAI Institutional Buying and Selling by Quarter Counterpoint Quantitative Equity ETF Major Shareholders & Ownership History Export to ExcelReporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails10/9/2025 U.S. Capital Wealth Advisors LLC93,556$3.70M0.1%+49.3%3.193% 10/6/2025 Nilsine Partners LLC52,021$2.05M0.2%-3.1%1.775% 9/4/2025Osaic Holdings Inc.107,330$3.99M0.0%+1,862.2%3.990% 8/14/2025Raymond James Financial Inc.30,134$1.12M0.0%N/A1.120% 8/12/2025Steward Partners Investment Advisory LLC68,061$2.53M0.0%+102.9%2.530% 8/12/2025JPMorgan Chase & Co.6,130$228K0.0%+4.9%0.228% 8/8/2025Avantax Advisory Services Inc.56,600$2.11M0.0%+27.7%2.104% 7/25/2025Concurrent Investment Advisors LLC45,709$1.70M0.0%N/A1.706% 7/14/2025Counterpoint Mutual Funds LLC1,238,916$46.07M4.1%N/A47.468% 7/14/2025 U.S. Capital Wealth Advisors LLC62,660$2.33M0.1%+168.7%2.401% 5/6/2025Avantax Advisory Services Inc.44,334$1.49M0.0%+277.1%2.081% 4/29/2025U.S. Capital Wealth Advisors LLC23,321$781K0.0%N/A1.160% 4/29/2025Envestnet Asset Management Inc.13,195$442K0.0%N/A0.656% 2/13/2025Jaffetilchin Investment Partners LLC18,729$643K0.0%N/A2.371% 2/10/2025Counterpoint Mutual Funds LLC1,083,546$37.21M4.7%+49.8%137.158% 2/10/2025Avantax Advisory Services Inc.11,757$404K0.0%+36.7%1.488% 2/6/2025Steward Partners Investment Advisory LLC33,494$1.15M0.0%+4.9%4.240% 7/30/2024Jaffetilchin Investment Partners LLC41,011$1.28M0.1%+155.2%5.191% 7/23/2024Bridge Advisory LLC29,236$913K0.4%N/A3.701% 5/17/2024Jaffetilchin Investment Partners LLC16,068$480K0.0%N/A2.034% 4/15/2024Counterpoint Mutual Funds LLC383,419$11.45M2.8%N/A0.000% (Data available from 1/1/2016 forward) CPAI Institutional Ownership - Frequently Asked Questions Who are the largest shareholders of CPAI shares? During the previous two years, 12 institutional investors and hedge funds held shares of Counterpoint Quantitative Equity ETF. The most heavily invested institutionals were Counterpoint Mutual Funds LLC ($46.07M), Osaic Holdings Inc. ($3.99M), U.S. Capital Wealth Advisors LLC ($3.70M), Steward Partners Investment Advisory LLC ($2.53M), Avantax Advisory Services Inc. ($2.11M), Nilsine Partners LLC ($2.05M), and Concurrent Investment Advisors LLC ($1.70M).Learn more on Counterpoint Quantitative Equity ETF's institutional investors. Which institutional investors have been buying Counterpoint Quantitative Equity ETF's stock? Of the 11 institutional investors that purchased Counterpoint Quantitative Equity ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Counterpoint Mutual Funds LLC ($1.98M), Osaic Holdings Inc. ($101.86K), U.S. Capital Wealth Advisors LLC ($93.56K), Jaffetilchin Investment Partners LLC ($59.74K), Avantax Advisory Services Inc. ($48K), Concurrent Investment Advisors LLC ($45.71K), and Steward Partners Investment Advisory LLC ($36.08K). How much institutional buying is happening at Counterpoint Quantitative Equity ETF? Institutional investors have bought a total of 1,986,739 shares in the last 24 months. This purchase volume represents approximately $72.61M in transactions. Which of Counterpoint Quantitative Equity ETF's major shareholders have been selling company stock? The following institutional investors have sold Counterpoint Quantitative Equity ETF stock in the last 24 months: Nilsine Partners LLC ($1.66K). How much institutional selling is happening at Counterpoint Quantitative Equity ETF? Institutional investors have sold a total of 1,661 shares in the last 24 months. This volume of shares sold represents approximately $65.59K in transactions. 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