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Counterpoint Quantitative Equity ETF (CPAI) Institutional Ownership

$51.01 0.00 (0.00%)
As of 07/2/2026 04:10 PM Eastern
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Institutional Ownership Changes (13F Filings) for Counterpoint Quantitative Equity ETF (NYSEARCA:CPAI)

Number of
Institutional Buyers
(last 12 months)
33
Total
Institutional Inflows
(last 12 months)
$98.04M
Number of
Institutional Sellers
(last 12 months)
2
Total
Institutional Outflows
(last 12 months)
$377.37K
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CPAI Institutional Buying and Selling by Quarter

Counterpoint Quantitative Equity ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
6/3/2026NewEdge Advisors LLC33,659$1.41M0.0%+34.0%0.575%
5/19/2026Western Wealth Management LLC1,354$57K0.0%N/A0.023%
5/18/2026Sunbelt Securities Inc.25,682$1.07M0.1%+88.0%0.439%
5/18/2026Royal Bank of Canada44,196$1.85M0.0%+122.6%0.755%
5/14/2026Hilltop Holdings Inc.10,975$459K0.0%N/A0.188%
5/13/2026Cetera Investment Advisers107,891$4.51M0.0%+65.1%1.844%
5/6/2026Independent Financial Group LLC75,474$3.15M0.1%N/A1.290%
5/1/2026Fifth Third Bancorp1,731$72K0.0%N/A0.030%
4/28/2026PUREfi Wealth LLC5,000$209K0.1%N/A0.090%
4/27/2026Counterpoint Mutual Funds LLC1,549,616$64.76M9.7%+5.3%27.771%
4/17/2026Outlook Wealth Advisors LLC43,534$1.82M0.4%+117.2%0.814%
2/20/2026Sunbelt Securities Inc.13,660$548K0.0%+47.3%0.338%
2/18/2026NewEdge Advisors LLC25,118$1.01M0.0%+6.5%0.622%
2/17/2026Cetera Investment Advisers65,332$2.62M0.0%+9.4%1.617%
2/17/2026Equitable Holdings Inc.47,620$1.91M0.0%+8.5%1.179%
2/17/2026Kovack Advisors Inc.8,935$358K0.0%N/A0.221%
2/17/2026Osaic Holdings Inc.115,839$4.65M0.0%+5.3%2.867%
2/17/2026Royal Bank of Canada19,858$796K0.0%+75.2%0.492%
2/16/2026Mariner LLC20,113$807K0.0%+2.0%0.498%
2/13/2026Kestra Advisory Services LLC762$31K0.0%N/A0.019%
2/13/2026Jacobi Capital Management LLC5,900$237K0.0%N/A0.146%
2/12/2026Insigneo Advisory Services LLC57,290$2.30M0.2%N/A1.418%
2/12/2026Commonwealth Equity Services LLC7,128$286K0.0%N/A0.176%
2/12/2026Counterpoint Mutual Funds LLC1,471,116$58.99M4.4%+13.1%36.414%
2/12/2026Steward Partners Investment Advisory LLC81,662$3.28M0.0%+10.7%2.021%
2/12/2026Kovack Advisors Inc.8,936$346K0.0%N/A0.221%
2/11/2026Stirlingshire Investments Inc.13,423$538K0.5%N/A0.332%
2/11/2026Outlook Wealth Advisors LLC20,045$804K0.2%N/A0.496%
2/11/2026LPL Financial LLC98,831$3.96M0.0%+22.2%2.446%
2/6/2026IFP Advisors Inc906$36K0.0%+228.3%0.022%
1/29/2026Inscription Capital LLC37,542$1.51M0.2%+18.6%0.993%
1/29/2026Concurrent Investment Advisors LLC79,268$3.18M0.0%+8.8%2.097%
1/23/2026U.S. Capital Wealth Advisors LLC209,707$8.41M0.2%+124.2%5.637%
1/15/2026Nilsine Partners LLC55,311$2.22M0.2%+6.3%1.511%
1/14/2026Accurate Wealth Management LLC8,117$351K0.0%N/A0.225%
1/1/2026JPMorgan Chase & Co.6,461$255K0.0%+5.4%0.202%
11/19/2025Sunbelt Securities Inc.9,275$366K0.0%N/A0.290%
11/17/2025NewEdge Advisors LLC23,593$932K0.0%+42,796.4%0.737%
11/17/2025Susquehanna International Group LLP21,523$850K0.0%N/A0.673%
11/14/2025Raymond James Financial Inc.95,657$3.78M0.0%+217.4%2.989%
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11/14/2025Equitable Holdings Inc.43,890$1.73M0.0%-15.2%1.372%
11/10/2025Counterpoint Mutual Funds LLC1,300,416$51.36M4.1%+5.0%40.638%
11/7/2025JPMorgan Chase & Co.6,461$255K0.0%+5.4%0.202%
10/31/2025Global Assets Advisory LLC28,078$1.11M0.3%N/A0.880%
10/29/2025Inscription Capital LLC31,650$1.25M0.1%+5.1%1.041%
10/27/2025Concurrent Investment Advisors LLC72,844$2.88M0.0%+59.4%2.396%
10/9/2025U.S. Capital Wealth Advisors LLC93,556$3.70M0.1%+49.3%3.193%
10/6/2025Nilsine 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%
7/14/2025U.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%


CPAI Institutional Ownership - Frequently Asked Questions

During the previous two years, 36 institutional investors and hedge funds held shares of Counterpoint Quantitative Equity ETF. The most heavily invested institutionals were Counterpoint Mutual Funds LLC ($64.76M), U.S. Capital Wealth Advisors LLC ($8.41M), Osaic Holdings Inc. ($4.65M), Cetera Investment Advisers ($4.51M), LPL Financial LLC ($3.96M), Raymond James Financial Inc. ($3.78M), and Steward Partners Investment Advisory LLC ($3.28M).Learn more on Counterpoint Quantitative Equity ETF's institutional investors.

Of the 36 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 ($1.91M), U.S. Capital Wealth Advisors LLC ($209.71K), Osaic Holdings Inc. ($107.67K), Raymond James Financial Inc. ($95.66K), Concurrent Investment Advisors LLC ($79.27K), Independent Financial Group LLC ($75.47K), and Insigneo Advisory Services LLC ($57.29K).

Institutional investors have bought a total of 2,546,136 shares in the last 24 months. This purchase volume represents approximately $98.04M in transactions.

The following institutional investors have sold Counterpoint Quantitative Equity ETF stock in the last 24 months: Equitable Holdings Inc. ($7.90K), and Nilsine Partners LLC ($1.66K).

Institutional investors have sold a total of 9,556 shares in the last 24 months. This volume of shares sold represents approximately $377.37K in transactions.


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This page (NYSEARCA:CPAI) was last updated on 7/5/2026 by MarketBeat.com Staff.
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